The Team tab lets you manage team members and control who can access and work inside your Distance workspace.
The Team tab is where you manage the people who collaborate in your Distance workspace. From here, you can invite new members, view active users, and ensure the right people can participate in conversations, tickets, and workflows. Keeping your team list up to date helps maintain clear ownership and accountability across customer interactions.
Managing team members
From the Team tab, you can view all current team members and their status.
To invite a new team member:
Click Invite team member.
Enter the team member’s email address.
Member role will be automatically assigned.
Send the invitation.
Invited users must accept the invitation before they become active in the workspace.
Team member access and usage
Only active team members can:
Be assigned to tickets
Be included in ticket assignment rules
Take over conversations from AI agents
If a user is inactive or removed, they will no longer appear as an option for assignments or routing rules.
