Invite your first colleague

Invite a colleague after incoming email and replies work. You choose which parts of TicketOS they can read or change.

Send the invitation

1. Open Team.
2. Select Invite.
3. Enter the colleague’s name and email address.
4. Choose their access.
5. Select Send invite.

TicketOS does not use a fixed list of employee roles. Access is chosen separately for Tickets, Reports, Team, Design, and Settings and integrations.

• Read lets the person open and view that area.
• Write also lets the person answer or make changes in that area.
• No access keeps the area out of their menu.

A colleague who answers customers normally needs Write access to Tickets. Give access to other areas only when their work requires it.

The workspace owner has access to everything.

Test working together

After the colleague accepts the invitation:

1. Open the test ticket.
2. Transfer it to your colleague.
3. Ask them to add an internal note.
4. Check that the ticket appears under their My tasks.

The Invite a colleague step under Get started changes to Done when another person has joined the workspace.