Help article
How do I give staff access to the support workspace?
Updated November 1, 2026
Use the plugin’s team and access controls to grant the specific support role and routing access each staff member needs. Authorized agents can work from the protected front-end workspace or WordPress administration, depending on their permissions.
A customer login is not agent access. Review each person’s permissions and routing scope before inviting them, and keep customer messages separate from private staff notes.
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