Prerequisites
- Admin access in Sookly.
- Email addresses for teammates.
- At least one inbox already created.
Steps
- Go to Settings → Team and click Invite Teammate.
- Send invitations and assign each person a role (Admin or Agent).
- Map users to relevant inboxes only.
- Have each user confirm sign-in, inbox access, and notifications.
- Run a quick permission check using one agent and one admin account.
What success looks like
- All teammates have the correct role and inbox visibility.
- Admins can configure workspace settings.
- Agents can handle assigned conversations with no extra permissions.
Common issues and fixes
Issue: A teammate can sign in but sees no conversations.
Fix: Add the teammate to at least one inbox from inbox membership settings.
Issue: Too many users have admin rights.
Fix: Reduce admin roles and apply least-privilege policy.