Managing Your Team
| Name | Type | Required | Description |
|---|---|---|---|
Owner | role | No | Full access to all areas of the platform, including billing settings, team management, and workspace configuration. One Owner per workspace. |
Admin | role | No | Full access to all areas except billing settings. Can invite and remove team members, manage orders, helpdesk, and agent jobs. |
Member | role | No | Access limited to assigned orders, helpdesk conversations, and agent jobs. Cannot access billing, team settings, or workspace configuration. |
Viewer | role | No | Read-only access across the workspace. Can view orders, helpdesk, and agent jobs but cannot take any actions or make changes. |
Settings > Team > Invite Member
Open the main navigation and select Settings, then choose Team from the sidebar. Click the Invite Member button to open the invitation form.
Enter email and select a role
Type the team member's email address in the Email field, then choose the appropriate role — Owner, Admin, Member, or Viewer — from the Role dropdown.
Member receives email invitation
Strata sends a branded invitation email to the address you entered. The invitation link remains active for 48 hours.
Member accepts and sets password — access granted
The invitee clicks the link in their email, sets a password, and is immediately granted access to the workspace with the role you selected.
To assign an order to a team member, open the order detail view and locate the Assigned To field in the sidebar. Click the field, select the team member from the dropdown, and save. The member will see the order in their queue and may receive a notification depending on their notification settings.
To transfer workspace ownership, go to Settings > Team > Transfer Ownership. This action requires the Owner role and cannot be undone without the new owner's consent. Once transferred, the previous owner is automatically downgraded to Admin.