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With Visito AI, you can invite team members to manage AI settings and collaborate on responding to conversations.

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How to invite a team member

To invite new users, you must be the account owner or have an Admin role.
  1. In your Visito app, click your company name in the top-right corner.
  2. Go to Settings.
  3. From the left-hand menu, select Team

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Send an invitation

Placeholder — Visito Team Settings Tab Once on the Team Settings page:
  1. Enter the email address of the person you want to invite.
  2. Select the appropriate role for the user.
  3. Click Invite.
The invited user will receive an email from Visito AI with a link to accept the invitation.

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Accepting the invitation

After clicking the invitation link, the user will:
  1. Be redirected to a Set Password page.
  2. Create their password.
  3. Gain access to the Visito account and assigned team.
If you are invited to multiple Visito accounts, you must accept each invitation separately to access all assigned teams.

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Roles in Visito

Visito currently supports two user roles: Admin
  • Full access to all features and settings
User
  • Limited access to Inbox and Leads
  • Can manage conversations, including:
    • Replying to chats
    • Archiving chats
    • Blocking contacts
    • Resolving escalations
    • Pause/resume AI replies.
    • Assigning and reassigning conversations
  • Cannot manage:
    • Other users or roles
    • Billing or subscription settings
    • AI configuration or automation settings

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Manage roles

To manager user roles, you must be the account owner or have an Admin role.
  1. In your Visito app, click your company name in the top-right corner.
  2. Go to Settings.
  3. From the left-hand menu, select Team
Placeholder — Visito Team Settings Tab Once on the Team Settings page:
  1. Go to the members panel.
  2. Select the appropriate role for the user.
The new role will be applied immediately to the selected user.

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Removing a Team Member

Only Admins can remove users from a Visito account.
  1. In your Visito app, click your company name in the top-right corner.
  2. Go to Settings.
  3. From the left-hand menu, select Team
Placeholder — Visito Team Settings Tab Once on the Team Settings page:
  1. Go to the members panel.
  2. Select Remove.
  3. Confirm the action when prompted.
The user will be immediately removed from the account and will no longer have access to Visito.