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How to invite collaborators to Ringly.io

Want another support agent to help review calls? You can invite them as a collaborator.

Written by Maurizio
Updated this week

Want another support agent to help review calls in the call history page? You can invite them as a collaborator.

What collaborators can do

Collaborators can access and manage everything, except:

  • Add, or remove workspace members

  • Manage billing

  • Manage subscription

How to invite a teammate

Only admins can invite people.

  1. Go to Settings

  2. Click Workspace

  3. Click Invite a Teammate

  4. Type their email address

  5. Send the invite

They’ll get an email invite. When they accept it, they’ll be added as a Workspace Member.

Pending invites (not accepted yet)

If someone hasn’t accepted the invite, it will show as pending.

Revoke an invite

If an invite is still pending, you can cancel it.

  1. Go to Settings

  2. Click Workspace

  3. Find the pending invite

  4. Revoke it

That invite won’t work anymore.

Quick tip if they don’t get the email

  • Double-check the email address

  • Ask them to check spam/junk

  • If needed, revoke the invite and send a new one.

New to Ringly.io? Check out how to set up Seth or the getting started guide.

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