Messello

Manage agents and roles in your shared inbox

You manage your team from Account → Settings → Agents. There you invite new agents, assign each person a role, and remove people who leave. Every agent you add counts toward your per-agent subscription.

Add an agent

  1. Go to Settings → Agents and click Add agent.
  2. Enter the person's name and email address.
  3. Choose a role: Administrator or Agent.
  4. Click Add. They receive an email invitation to set a password and sign in at app.messello.com.

Pending invites show a Pending status until the person accepts. You can resend or delete an invite from the same list.

Administrator vs agent permissions

Roles control what each person can see and change:

  • Administrator — full access. Can manage agents, connect channels, edit automation, view reports, and change account and billing settings.
  • Agent — day-to-day work. Can handle conversations, use canned responses and AI drafts, and update contacts, but cannot change account settings or billing.

Give administrator access only to people who need to manage the workspace. Everyone else should be an agent.

Remove an agent

Open Settings → Agents, find the person, and click Delete. Their open conversations stay in the inbox so you can reassign them. Removing an agent also frees up a seat on your plan.

Organize people into teams

Teams group agents by function — for example Sales, Support, or Billing — so conversations reach the right people.

  1. Go to Settings → Teams and click Create team.
  2. Name the team and add a short description.
  3. Add agents as members and save.

You can then assign conversations to a team, and use automation rules to route incoming messages to a team automatically.

Tip: An agent can belong to more than one team. Use teams plus assignment rules to balance workload across your inbox.

Adding agents affects your monthly cost. See Plans and billing for how per-agent pricing works, or review the tiers on our pricing page.

Was this article helpful? Reach us at hello@messello.com or try the live demo.

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