Invite your team and assign roles in Messello

This guide covers how to invite your team into Messello, choose the right role for each person, and organize agents into teams. You'll manage all of this from Settings → Agents.

Add agents in Settings → Agents

1. Go to app.messello.com and open Settings → Agents.
2. Select Add agent.
3. Enter the person's name and work email, and choose their role (see below).
4. Send the invite. They'll get an email with a link to set their password and join your workspace.

Each agent you add counts toward your per-agent plan. Review counts and billing in Settings → Billing, and see pricing for plan details.

Roles: administrator vs agent

Messello has two roles:

• Administrator — full access. Admins manage settings, connect and configure inboxes, add or remove agents, set up automation and billing, and handle conversations. Give this role to owners and team leads.
• Agent — handles conversations. Agents read and reply, assign, label, and resolve threads, but can't change workspace settings or billing. This is the right role for most of your team.

Tip: Keep the number of administrators small. Most people only need the agent role to do their day-to-day work.

Organize people into teams

A team is a group of agents you can route conversations to — for example, Sales, Support, or Billing. Teams help you direct the right conversations to the right people and share workload.

1. Go to Settings → Teams.
2. Select Create team and give it a name and description.
3. Add agents as members.
4. Save. You can now assign conversations to that team, and use automation to route incoming messages to it.

Once your team is set up, agents can start working from your shared inbox right away. New to the layout? Read dashboard basics, or go back to the account setup checklist.