Workspace & team
Configure your organisation, invite team members and assign roles so the right people see the right things.
1 min read
Your workspace is your organisation inside Saleszium. This is where you invite teammates, control what they can access, and set the defaults everyone works from.
Invite team members
- Open Settings → Team (or the Members area).
- Choose Invite member and enter their email address.
- Pick a role for them (see below).
- Send the invite - they'll receive an email to join your workspace.
The number of members you can add depends on your plan. See Plans & billing for the limits.
Roles and access
Saleszium uses role-based access so people only see what's relevant to them. Typical roles:
- Owner / Super admin - full access to everything, including billing and settings.
- Admin / Manager - full access to day-to-day features, usually without billing controls.
- Agent / Support - focused on conversations, chats and tickets.
Access follows the plan
Some areas unlock only on higher plans. If a teammate can't see a feature, check both their role and your plan.
What to configure first
- Your organisation profile - name, logo and contact details.
- Notification preferences - so the team is alerted to new conversations and tickets.
- Channels - connect WhatsApp and email when you're ready (covered in their own guides).
Next step
With your team in place, install the chatbot on your site - Install the widget.