Give each teammate the access they need.
Control who works in the inbox and who manages the workspace.
7-day Pro trial · No credit card required
Give a new teammate an appropriate starting point
- 1Choose the role
Select Owner, Admin, Agent, or Viewer according to the person’s responsibilities.
- 2Manage membership
Keep workspace membership aligned with who needs to work in the support environment.
- 3Review collaboration habits
Use internal notes for team discussion and customer replies for external communication.
An example workflow in Protodesk
Roles that match responsibilities
Invite teammates into your workspace with an appropriate role. Separate everyday agent work from settings reserved for Owners and Admins, and review access when responsibilities change. Keep internal notes and customer-facing replies distinct so collaboration stays inside the support workflow.
- Owner, Admin, Agent, and Viewer roles
- Workspace member management
- Private notes separate from customer replies
Give a new teammate an appropriate starting point
A teammate joins the support team. Choose access that matches their responsibilities and revisit it when their work changes.
- 1
Choose the role
Select Owner, Admin, Agent, or Viewer according to the person’s responsibilities.
- 2
Manage membership
Keep workspace membership aligned with who needs to work in the support environment.
- 3
Review collaboration habits
Use internal notes for team discussion and customer replies for external communication.
Access follows responsibility
Everyday inbox work and workspace administration have different needs. Keep role decisions explicit and review them as teammates move between responsibilities.
Frequently asked questions
Try Workspace access with your team
Start a 7-day Pro trial. Connect a channel, invite a teammate, and try it with your support workflow. No credit card required.