Team Members & Permissions

Purpose

The Team management system lets you invite colleagues to your SkyLight Chat workspace and control exactly what each person can access. With 14 granular permission checkboxes, you can create custom access levels that match your organization's structure.

Who Can Access

Prerequisites

• Active SkyLight Chat account with team seats available
• manage_team permission (or Owner/Admin role)
• Plan with sufficient team member slots

Full Walkthrough

Inviting a New Team Member

1. Navigate to Team in the sidebar
2. Click + Invite Member in the top right
3. Fill in the member details:
   • First Name — Required
   • Last Name — Required
   • Email — Required, must be unique
   • Phone — Optional
   • Role — Select Admin or Agent
   • Password — Set initial password (min 8 characters)
4. Configure permissions (see Permission Reference below)
5. Click Create Member
6. An invitation email is sent automatically

Editing a Team Member

1. Find the member in the team list
2. Click the three-dot menu (•••) on their row
3. Select Edit
4. Modify any fields:
   • Personal information
   • Role
   • Permissions
   • Status (active/inactive)
5. Click Save Changes

Deactivating a Team Member

Deactivating (rather than deleting) preserves their history:

1. Find the member in the team list
2. Click the three-dot menu (•••)
3. Select Edit
4. Change Status to Inactive
5. Click Save Changes

The member immediately loses access but their conversation history, notes, and assignments are preserved.

Deleting a Team Member

Permanent deletion removes the member entirely:

1. Find the member in the team list
2. Click the three-dot menu (•••)
3. Select Delete
4. Confirm in the modal: "Are you sure? This action cannot be undone."
5. Click Delete Member

Resending Invitation Email

If a team member didn't receive their invitation:

1. Find the member (status shows "Pending")
2. Click the three-dot menu (•••)
3. Select Resend Invitation
4. A new invitation email is sent

Roles Explained

Owner

• Cannot be deleted or demoted
• Has all permissions permanently
• Only one owner per workspace
• Can transfer ownership in Settings → Account

Admin

• Full dashboard access by default
• Can be restricted with permission checkboxes
• Can manage other admins and agents (if permitted)
• Cannot modify the owner account

Agent

• Restricted access by default
• Must be granted specific permissions
• Cannot access team management
• Ideal for support staff and sales representatives

Permission Reference

SkyLight Chat uses 14 granular permissions that map directly to dashboard features:

Channel Permissions

Communication Permissions

AI & Content Permissions

Administration Permissions

Permission-to-Menu Mapping

This table shows exactly which sidebar menu items become visible with each permission:

Field & Control Glossary

Invite Member Modal

Team List Controls

Member Row Actions (•••)

Statuses & Badges

Member Status

Role Badges

Nested Screens

Edit Member Modal

Accessed via member row → ••• → Edit:

┌─────────────────────────────────────────────────────────────────┐
│ Edit Team Member                                            [X] │
├─────────────────────────────────────────────────────────────────┤
│                                                                  │
│ Profile Information                                              │
│ ┌─────────────────────┐  ┌─────────────────────┐               │
│ │ First Name          │  │ Last Name           │               │
│ │ [Sara              ]│  │ [Hassan            ]│               │
│ └─────────────────────┘  └─────────────────────┘               │
│                                                                  │
│ ┌─────────────────────────────────────────────┐                 │
│ │ Email                                        │                 │
│ │ [[email protected]                           ]│                 │
│ └─────────────────────────────────────────────┘                 │
│                                                                  │
│ Access Control                                                   │
│ ┌─────────────────────┐  ┌─────────────────────┐               │
│ │ Role                │  │ Status              │               │
│ │ [Admin           ▼]│  │ [Active          ▼]│               │
│ └─────────────────────┘  └─────────────────────┘               │
│                                                                  │
│ Permissions                                                      │
│ ┌─────────────────────────────────────────────────────────────┐ │
│ │ ☑ manage_whatsapp    ☑ global_inbox      ☑ manage_team     │ │
│ │ ☑ manage_telegram    ☑ manage_campaigns  ☑ manage_setting  │ │
│ │ ☐ manage_instagram   ☑ manage_ai_writer  ☑ manage_ticket   │ │
│ │ ☐ manage_linkedin    ☐ manage_sms        ☐ manage_widget   │ │
│ │ ☑ manage_chat                                               │ │
│ └─────────────────────────────────────────────────────────────┘ │
│                                                                  │
│                               [Cancel]  [Save Changes]           │
└─────────────────────────────────────────────────────────────────┘

Delete Confirmation Modal

Accessed via member row → ••• → Delete:

┌─────────────────────────────────────────────────────────────────┐
│ Delete Team Member                                          [X] │
├─────────────────────────────────────────────────────────────────┤
│                                                                  │
│  ⚠️  Are you sure you want to delete Sara Hassan?               │
│                                                                  │
│  This action cannot be undone. All assignments will be removed. │
│                                                                  │
│  Type "DELETE" to confirm: [____________]                       │
│                                                                  │
│                               [Cancel]  [Delete Member]          │
└─────────────────────────────────────────────────────────────────┘

How It Connects

Limits & Plan Behavior

What Happens at Seat Limit

When you reach your plan's team member limit:

1. The + Invite Member button becomes disabled
2. A banner appears: "Team member limit reached. Upgrade to add more."
3. Existing members can still be edited or deactivated
4. Deactivating a member frees up one seat

Troubleshooting

Invitation Email Not Received

Symptoms: New member reports no email received

Solutions:

1. Check spam/junk folder
2. Verify email address is spelled correctly
3. Click Resend Invitation from the member menu
4. Ask member to whitelist [email protected]
5. Try an alternative email address

Member Cannot See Menu Item

Symptoms: Team member reports missing sidebar option

Solutions:

1. Verify the required permission is enabled
2. Check if feature requires plan upgrade
3. Confirm member's status is "Active"
4. Have member log out and back in
5. Clear browser cache

"Permission Denied" Error

Symptoms: Member sees error when accessing a feature

Solutions:

1. Review the Permission-to-Menu Mapping
2. Enable the required permission
3. Save changes and have member refresh

Cannot Delete Owner Account

Symptoms: Delete option not available for owner

Solutions:

This is expected behavior. The owner account cannot be deleted. To change ownership:

1. Go to Settings → Account
2. Click Transfer Ownership
3. Select the new owner
4. Confirm with your password

Deactivated Member Still Appears in Assignments

Symptoms: Inactive member shows in dropdown lists

Solutions:

1. Filter dropdowns should hide inactive members
2. If appearing, clear browser cache
3. This may indicate a sync delay — wait 1-2 minutes
4. Contact support if issue persists

Best Practices

Permission Templates

Consider these common permission combinations:

Support Agent:

• global_inbox ✓
• manage_chat ✓
• manage_ticket ✓
• All others: ✗

Sales Representative:

• global_inbox ✓
• manage_chat ✓
• manage_campaigns ✓
• manage_whatsapp ✓
• All others: ✗

Marketing Manager:

• manage_campaigns ✓
• manage_sms_marketing ✓
• manage_ai_writer ✓
• All others: ✗

Technical Admin:

• manage_setting ✓
• manage_whatsapp ✓
• manage_telegram ✓
• manage_widget ✓
• manage_team ✓
• All others: ✗

Related Articles

• Dashboard & Navigation
• Unified Inbox
• AI Agents
• Team Members API