Memorly works best when your whole sales team uses it. You decide who joins and what each person can do.
Invite a team member
- Open the Agent Inbox and click Invite Team.
- Click Invite Member.
- Enter the person's email and choose a role.
- Send the invite.
The Invite Team page lists everyone with their Role, Status (for example Accepted) and Invited Date. Use the three-dot menu in Actions to change a member.
Roles
Roles you may see on your team include Internal Sales Member, External Sales Member and Tester. Pick the one that fits the person's job.
Access Control on the platform
On platform.memorly.chat, open Access Control in the left menu. Click Create Role to define your own roles, which decide who can use your agents, knowledge bases and tools.
Tip: Give each person only the access they need. When someone leaves your company, remove them straight away.