Two ways someone joins
Inviting is better where you have the choice: the role is set from the start, so they never
land in the workspace with no access.
Users
Users in the sidebar. From here you can create and edit accounts, assign roles, reset a password, act on several at once, and import or export. Every new user needs a role before they can do anything useful — that is the step most often missed. How many accounts you may create is a plan limit, and it is not a limit on how many people can be online at once — see Working at the same time.Removing someone who has left
Order matters:1
Reassign their open conversations
Their chats stay assigned to them otherwise. Reassign from the inbox.
2
Reassign their leads and customers
Ownership drives sticky assignment, so a departed owner keeps pulling their customers’
conversations toward a dead account.
3
Then deactivate or delete the account
Doing this first makes the first two steps harder to find.

