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PRODUCT / 04

A support team with clear roles and ownership.

Bring agents into a tenant-scoped workspace, organize them into groups and give each person the permissions and work they need. Invitations and role controls make membership deliberate.

Team / Support Availability
Support team···
TEAM AVAILABILITY

A clear view of the work.

Route a new request with availability and capacity in view.

AGENTSTATUS
Maya · Support Available
Sam · Support Available
Jordan · Support At capacity
SUPPORT QUEUE
Delivery address change Assigned to Maya
Plan question Waiting
Integration support Assigned to Sam
SUP-1042Private team handoff
Maya to Sam

PRIVATE NOTEPlease verify the order before confirming the address change.

Conversation context retainedAssigned to Sam
Illustrative interface · No live workload data
WHY IT MATTERS

As a team grows, clear group ownership and role boundaries help prevent a shared inbox from becoming an unassigned pile of work.

How it works.

Follow the implemented workflow from the first action to the next.

01

Invite people

An authorized owner/admin invites a teammate with an intended role and group choice through the merchant workspace.

02

Define coverage

Groups, skills, accepting status, configured capacity and hours determine which work a teammate can receive.

03

Review and adjust

Permissions, assignments and audit records make changes traceable without exposing one merchant's team to another.

IN THE WORKSPACE

Built around the work.

Tenant-scoped membership

Staff and support groups belong to one merchant workspace; cross-tenant access is rejected in local acceptance.

Role-based work

Agent, supervisor and administrative capabilities are checked by the API, not only hidden by the interface.

Invitations with lifecycle

The locally validated invitation path uses one-use, expiring links with revoke and resend controls.

CONTROLS & SETUP

Make it work for your team.

  • Owners/admins manage invitations, groups, memberships and authorized agent changes.
  • Agents manage their own accepting state within allowed policy.
  • Plan/tenant entitlements can limit staff and features independently of this marketing website.
CURRENT BOUNDARIES

Know what to expect.

  • Public signup and workspace login are not available from this marketing deployment.
  • Platform Admin is a separate protected operator system, not a merchant team role.
  • No final public seat allowance or merchant-support service level has been approved.
ILLUSTRATIVE EXAMPLE

Growing beyond one responder

Illustrative: a shop adds an account specialist to the Support group. The specialist receives only work for which they are eligible and can pass a case to a supervisor when needed.

COMMON QUESTIONS

The details matter.

Can a merchant invite a teammate?+

The owner/admin invitation flow passed local SaaS acceptance. Public merchant onboarding remains closed on the current marketing site.

Are groups the same as permissions?+

No. Groups organize routing and ownership; roles and permissions decide which actions staff may perform.

Make every conversation easier to carry forward.

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