The Teammates section lets you manage everyone in your organization. You can invite new teammates, remove existing ones, assign roles, and manage their chat and ticket settings.
Viewing teammates
This section is your main overview of the Teammates in your organization. You can use the search bar and filters to quickly find teammates by name, invitation status, 2FA status, or role.
While in this view, you can also:
Copy an invitation link or invite new teammates by email
Access and change the General, Chat, and Ticket settings of any Teammate
Check assigned roles (Owner, Admin, or Member)
View two-factor authentication (2FA) status (Active or Inactive)
Check the invitation status for teammates who haven't joined the organization yet
Inviting a new teammate
You can invite teammates by email or by copying and sharing an invite link with them directly.
To invite someone by email:
Click + Invite teammates in the top-right corner.
Enter the teammate's email address.
Choose their role in Text (Admin or Member).
Click Send invitation.
Alternatively, click Copy invite link and share the link with the person you'd like to invite. They can join your organization directly using the link.
Invited teammates appear in the Teammates list as soon as the invitation is sent.
Manage general profile settings
Manage your profile and account security settings in one place. After clicking a Teammate in the General settings tab, you can update your password, enable two-factor authentication (2FA), and manage teammate roles and permissions.
Managing roles
Text supports three roles:
Owner — Has full access to all features and settings, including billing and subscriptions. Ownership is assigned to the account that created the organization, but it can be transferred to another admin.
Admin — Has full access to all features and settings, including billing and subscriptions.
Member — Uses core features to support customers but doesn't have access to billing or subscriptions.
To change a teammate's role:
Open the Teammates list.
Select the teammate whose role you want to update.
In the Role section, choose Admin or Member.
Click Save changes.
Changing roles helps you manage permissions and responsibilities across your team.
Changing your password
To update your password:
Open the Teammates list.
Select your profile.
Click the Change password button in the General settings tab.
Follow the on-screen instructions to set a new password.
Two-factor authentication (2FA)
Protect your account and company data with two-factor authentication (2FA).
When 2FA is enabled in Teammate's profile, that user must provide two forms of verification when signing in:
Their password.
A verification code generated by an authentication app.
This extra layer of security helps prevent unauthorized access, even if a password is compromised.
Changing your email address
You can't update the email address on an existing profile. Instead, you'll need to:
Invite a new teammate using your new email address.
Log in using the new account credentials.
Optionally, remove the old profile if it's no longer needed.
Manage your chat settings
In the Chat settings tab, you can configure an agent's chat availability and concurrent chat limit.
You can choose whether the agent should:
Accept chats
Don't accept chats
The selected status is applied automatically when the agent signs in to the application.
Manage your ticket settings
In this section, you can decide whether ticket rules can automatically assign tickets to you. You can also set up a signature that's automatically added to the bottom of every ticket reply.
Frequently asked questions
Of course not. Removing a teammate from your organization does not erase their past activity. Chats they handled remain accessible in Archives, and past tickets remain on the account both in the main inbox and the Archives, Trash, and Spam folders, so your team's history stays intact even after someone leaves.
They will appear in the Teammates list with a pending invitation status. You can check this using the invitation status filter in the Teammates section, which shows whether each teammate has joined or is still waiting to accept. You can send a reminder of the invitation to the Teammate.
2FA is managed in the General settings tab of the teammate's profile, so either the teammate or an Admin can enable it. However, since Admins can enforce it organization-wide without waiting for each person to do it themselves.
What's next?
Once you've set up your teammates and assigned roles, you may want to monitor each agent's performance over time. Teammates reports give you data on activity, response times, and availability — all broken down by individual agents.
Explore teammates reports.
If you need to group agents by department or function, Teams lets you organize teammates and automatically route incoming chats and tickets to the right group.
Learn how to manage your teams.
For more control over how chats are distributed across your team, you can combine Team settings with chat routing rules. This lets you automatically route incoming chats to the right agents based on conditions you define, helping balance workloads and reduce manual assignment.
Read on the benefits of using chat routing rules.