Roles
| Role | Who they are | What they can do |
|---|---|---|
owner | The person who created the workspace. | Full control over all settings, channels, team, and billing. Cannot be removed from the workspace. |
admin | Team members promoted to admin. | Can invite and remove agents, assign conversations, and manage most settings. |
agent | Standard support team members. | Handle conversations, send messages, and update their own availability status. |
The owner role is permanent and tied to the account that created the business. You cannot transfer ownership or remove the owner from the workspace.
Role permissions at a glance
| Action | Owner | Admin | Agent |
|---|---|---|---|
| Invite team members | Yes | No | No |
| Remove team members | Yes | No | No |
| Assign conversations | Yes | Yes | No |
| Handle conversations | Yes | Yes | Yes |
| Update own status | Yes | Yes | Yes |
| Manage channels | Yes | No | No |
| Manage billing | Yes | No | No |
Agent availability status
Every agent has astatus that indicates their current availability. This status is visible to other team members in the dashboard.
| Status | Meaning |
|---|---|
live | The agent is active and available to take conversations. |
away | The agent is temporarily unavailable (e.g., on a break). |
offline | The agent is not currently working. |
live. When they step away, they switch to away or offline.
To update your status via the API:
live, away, and offline.
Inviting an agent
The person you want to invite must already have a PingBack account before you can add them to your workspace.Send the invite
Go to Settings → Team in your dashboard and enter their email address, or use the API:Set
role to either agent or admin.Assigning conversations
Owners and admins can assign any conversation to a specific agent. Assignment helps distribute workload and ensures customers get responses from the right person. To assign a conversation via the API:You can only assign conversations to active team members who belong to your workspace.
Plan limits
The number of agents you can invite depends on your plan.| Plan | Agents allowed | Notes |
|---|---|---|
| Free | 0 | The owner works alone. No additional agents can be invited. |
| Mini | Up to 2 | Two agents in addition to the owner. |
| Pro | Up to 5 | Five agents in addition to the owner. |