Understanding Roles
WA Orbit supports two team roles:
- Admin — Full access to all features, settings, billing, and team management. Only admins can invite or remove team members.
- Agent — Can manage conversations in the shared inbox, respond to customers, and use canned replies. Cannot access billing, settings, or campaign management.
Invite a Team Member
- 1
Open Team Settings
From the WA Orbit dashboard, go to Settings > Team Members. You will see a list of current team members and their roles.
- 2
Click "Invite Member"
Enter the team member's email address and select their role (Admin or Agent). You can invite multiple people at once by entering one email per line.
- 3
Send the invitation
Click "Send Invite". Each person receives an email with a link to join your WA Orbit workspace. The invitation expires after 7 days.
- 4
Team member accepts
When they click the link, they are prompted to create a WA Orbit account (or log in if they already have one). Once they accept, they appear in your team list with an "Active" status.
Manage Team Members
Change a role
Click the role dropdown next to any team member to switch between Admin and Agent. Role changes take effect immediately.
Remove a team member
Click the remove icon next to their name and confirm. They lose access to your workspace immediately. Their conversation history and internal notes are preserved.
Resend an invitation
If a team member has not accepted yet, you can resend the invitation from the pending invitations section.
Tip
WA Orbit offers unlimited agents on all paid plans. You can add as many team members as you need without extra per-seat charges.