Collaboration 

This guide shows you how to add your team to HighEngage and control what they can access. 

Once invited, your team can start handling chats, tickets, and conversations. 

Invite Team Members  #

Steps 

1. Go to Settings  

2. Open Members  

3. Click add member 

4. Enter user name 

5. Enter the user’s email  

6. Select a role  

7. Click Send Invite  

The user will receive an email to join. 

Roles & Access  #

Admin  #

• Full access to agents and settings  

• Can create, edit, and delete agents  

• Can invite and manage members  

Member  #

• Access to:  

• Inbox  

• Live Chats  

• Tickets  

• Corrections  

• Contacts  

• Cannot access settings or agent configuration  

Manage Members  #

• Pending invites → Resend or revoke  

• Active members → Change role or remove access  

Changes apply immediately. 

Important Notes  #

• Only Admins can invite team members  

• Members only see assigned agents  

• Removing a member removes access instantly  

Next, assign your team to agents so they can start handling conversations. 

If you have any questions, concerns, or need further clarification, please contact support@highengage.com for assistance.