Getting started
Add team members and seats
Invite agents, understand roles, and what happens when you reach your plan's seats.
Team members work in the STS Connect Inbox as agents. Each agent uses one seat on your plan.
Invite a team member
- Open the STS Connect Inbox and go to Settings → Agents.
- Press Add agent, enter their name and email, and pick a role.
- They receive an invitation email with a link to set their password.
Roles
- Agent — sees the inboxes they are assigned to and answers conversations. Cannot change settings.
- Administrator — everything an agent can do, plus settings: inboxes, agents, teams, labels, automation. Administrators can also sign in to the portal with their inbox email and password.
Give an agent access to an inbox
Agents only see inboxes they are a collaborator on. Go to Settings → Inboxes, open the inbox, and add them under Collaborators.
Seats and plan limits
Every plan includes a number of seats (see Plans, billing and limits). When you try to add an agent beyond that number, the inbox shows "Account limit exceeded". To add more people, upgrade in the portal under Billing; the new seats become available within a minute. Removing an agent frees their seat immediately.
Remove a team member
In Settings → Agents, press the delete icon next to their name. Their conversations stay in the inbox and can be reassigned.
Still stuck?
Email hello@stsconnect.chat with your company name and what you were trying to do. We answer on business days.