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Workspace admins manage members from Settings → Members. Members can be added by email, assigned a workspace role, and then added to inboxes, appointment types, outbound campaigns, and conversations.

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Add a member

  1. Go to Settings → Members.
  2. Click Add member.
  3. Enter the member’s email address and name.
  4. Choose Member or Admin.
  5. Click Add member.
If the person does not already have an account, Clearline creates one during the invite flow.
Screenshot placeholder: add the Add a team member dialog.

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Workspace roles

RoleUse this for
OwnerThe primary workspace owner. This role is system-managed.
AdminUsers who should manage workspace settings, channels, members, and feature configuration.
MemberUsers who work in conversations, appointments, contacts, opportunities, and tasks.
Admins can change another member’s role from the member actions menu. Users cannot remove themselves from the workspace.

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Add members to inboxes

Workspace membership does not automatically make someone a member of every shared inbox. To let a person view and handle conversations in an inbox:
  1. Go to Settings → Inboxes.
  2. Open the inbox.
  3. Go to the Members tab.
  4. Click Add member.
  5. Choose the workspace user and inbox role.
Inbox members can be used by routing rules such as Specific person, Contact owner, and Round robin.

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Add advisors to appointment types

Appointment types need at least one advisor. Advisors are workspace members who can be booked for that appointment type.
  1. Go to Settings → Appointment types.
  2. Open an appointment type.
  3. Go to Advisors.
  4. Search for team members and add the people who can take bookings.