Invite team members

Bring the people who help you run the business into your Yesoma workspace. Each teammate gets their own login, their own inbox view, and a role that controls what they can do.

Invite

There are two paths to the same form:

• Sidebar → Invite a team member (the violet card under Settings).
• Settings → Team → Invite member.

Enter the email, optionally a name, and pick a role. Yesoma sends an invitation email; the recipient signs up via the link and lands directly in your workspace.

Roles

| Role | What they can do | | --- | --- | | Owner | Everything — including billing and deleting the workspace. There's exactly one Owner. | | Admin | Manage channels, team, settings, integrations. Can't change billing or delete the workspace. | | Manager | Run the desk: assign work, approve replies, change member roles below their own. | | Agent | Handle inquiries day to day — reply, follow up, close cases. | | Viewer | Read-only access to inquiries and reports. Good for stakeholders who want visibility, not work. |

Role changes apply immediately. You can change a member's role any time from Settings → Team.

Case ownership and assignment

In team mode (Settings → Team → Team mode), every open inquiry shows an Owner row at the top of its preview and detail page.

| Action | Who can do it | | --- | --- | | See who a case is assigned to | Everyone on the team, including viewers. | | Pick up an unassigned case | Anyone with an active role — Agent, Manager, Admin, Owner. Viewers can read but not pick up. | | Reassign or unassign a case | Owner, Admin, Manager only. | | Be assigned a case | Any active member (you can assign to anyone, including yourself). |

Solo workspaces hide the assignment row entirely — there's no team to pass cases between. Switch to team mode from Settings → Team once you bring a second person on.

Pending invites

Anything not yet accepted shows under Pending invites on the /team page (and in Settings → Team). You can resend or cancel a pending invite there. Invites expire after 14 days; resending bumps the expiry.

Plan limits

Inviting teammates is a paid feature. On a free plan, the invite form is replaced with an upgrade card pointing at billing. Active trials let you evaluate the team flow freely. See Billing and plan limits.

Removing a member

Settings → Team → Member row → Disable. Disabling preserves their history (so audit logs and past replies stay intact) but blocks their login. Re-enable any time.

Related

• Billing and plan limits
• Quickstart: set up your workspace