Agency team
On Agency team, the Owner or an Admin adds the person and sets the initial password. There is no email invite. The roles in the portal are:
On first sign-in, the person creates their own password. You can also reset the password, suspend, reactivate, or remove a member. A suspended person can no longer sign in to the portal, and nothing is deleted.
Users of an organization
The Users overview in the portal is for reference only: it separates the agency team from the clients’ people. A user comes to exist in two ways.The agency creates the user
In the portal, open the organization and use Users › Create user. Enter the name, email, and a password of at least 8 characters. No email is sent: give the person the sign-in address, the email, and the password. The password is shown only once, when you create it. If the person forgets it, use Resend password email in the person’s menu. If the email already has an STChat account, the person gets access to the organization with the password they already use. No password is created or changed. The organization’s plan sets how many users it can have. When the limit is reached, the portal tells you to upgrade the plan or remove someone.The client invites from the organization
In the organization’s STChat, under Settings › Organization › Members, the Owner invites by email. The invite is valid for 7 days. When the agency allows it, the Admin also invites, changes roles, and removes people, always up to their own role. If the agency has not allowed it, the screen says the team is managed by the agency.Roles in the organization
The organization’s Interface screen hides the items the profile cannot use.