DocumentationTeam & roles

Directlee workspaces support multiple team members with role-based access (ManyChat-style org model).

Roles

RoleTypical access
OwnerBilling, connections, all settings, full inbox
AdminSettings, team invites, full inbox
ManagerOperational access per RBAC flags
AgentInbox and assigned conversations; may be limited to assigned chats only

Exact permissions depend on workspace configuration (e.g. inbox folders, assignment rules).

Inviting members

  1. Open workspace / team management from the dashboard.
  2. Send an invite by email.
  3. The invitee accepts via the link (/join) and joins the workspace.

Existing Directlee users receive an in-app notification; new users complete signup first.

Inbox assignment

  • Assign conversations to agents manually or via org inbox settings.
  • Agents with assigned-only mode see only their chats.
  • Notifications fire on assignment and due reminders.

Related

  • Inbox
  • Multi-account setup (connection ownership limits today: one Facebook login / one Page / one Instagram business account per Directlee user — see that page before connecting multiple brands)
Team & roles | Directlee