How to Invite Team Members, Configure Roles and Shift Working Hours

Learn how to onboard new support reps, sales closers and supervisors to your account, restricting access to sensitive data and configuring individual work schedules.

⚡Mandatory Prerequisites & Initial Checklist

✓Administrator (Owner or Admin) privileges in Dashboard V2.
✓Available user seat quota under active subscription.
✓Corporate or personal email addresses of new team members.

📋Step-by-Step Instructions in Dashboard

Send Access Invitation to New Team Member

👉 Where to Click:Left Sidebar > Settings > Users & Teams > '+ Invite Member'

Click '+ Invite Member'. Input the collaborator's full name and email. The system sends a secure activation link valid for 48 hours for the user to create their private password.

Select User Role and Permission Tier (RBAC)

👉 Where to Click:Invite Modal > 'Role / Access Level' Field

Establish what the collaborator can access across the workspace:

Field Dictionary & Parameters:

AdministradorAcesso total à conta: gerencia instâncias, planos, faturas, integrações e outros usuários.

SupervisorPode visualizar o atendimento de todos os operadores, intervir em conversas com notas internas e emitir relatórios analíticos de desempenho.

Atendente / SuporteVisualiza apenas as conversas atribuídas a ele ou ao seu departamento na caixa de entrada. Não tem acesso a dados financeiros ou exclusão de contatos.

Vendedor / SDRAcesso ao funil de CRM, tarefas de prospecção e discador VoIP, sem acesso a configurações gerais da empresa.

Configure Shift Working Hours and Max Concurrent Chats

👉 Where to Click:Users & Teams > Click User > 'Hours & Capacity' Tab

Define weekly working hours (e.g. Monday-Friday, 09:00 to 18:00 with lunch break). Outside shift windows, automated routing pauses incoming chats to that user. Set max concurrent capacity (e.g. 5 active chats per agent) to preserve response speed.

🚨Critical Safety Rules & Ban Protection

🛡️Individual Traceability: Sharing login credentials violates platform security. Audit trails log the exact user identity behind every dispatched message.
🛡️Instant Offboarding: When an employee departs, click 'Deactivate User'. Active web and mobile sessions terminate instantly, safeguarding your customer database.

❓Frequently Asked Questions & Troubleshooting

P:What happens when all agents are outside working hours?

The platform dispatches your out-of-office autoreply and queues chats until next shift, or triggers AI agents to conduct preliminary intake.

P:Can agents transfer chats to other teams?

Yes! Click the transfer icon inside the chat and route to a specific teammate or the target department queue.

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MailerWeb Knowledge Base • Atualizado em 2026 • Documentação Oficial do Usuário