Invite your team and set roles

Getting startedDraft — not publishedUpdated 2026-07-26

Users are managed per instance in Settings → Users. Every user signs in with their own credentials — shared logins break the audit trail and are not supported.

Roles

RoleCan do
OwnerEverything, including billing and instance settings. One or two per instance.
AdministratorChannels, automations, templates, users, retention policies.
SupervisorInbox oversight, assignment, reporting, template approval requests.
AgentReply in assigned inboxes, view assigned contacts.

Steps

  1. Go to Settings → Users.
  2. Select Invite user and enter a work email address.
  3. Pick a role and the inboxes or teams the user should see.
  4. Send the invitation. The user sets their own password on first sign-in.

Good practice

  • Give agents access only to the inboxes they work in — the CDP record shows personal data.
  • Review the user list quarterly and remove leavers; the review is evidence for your access-control control set.

Steps at a glance

  1. Open user settingsIn the console go to Settings → Users.
  2. Invite by emailEnter the work email address of each team member and select a role.
  3. Assign inbox accessChoose which channels and teams each user can see and reply on.
  4. Confirm the invitationThe user receives an email invitation and sets their own password on first sign-in.
Next step

Bring this to your enterprise stack

See how a dedicated Arino One instance — deployed in your region (EU, NA or APAC) — would sit inside your operation. Architecture, DPA, and rollout plan walked through live.