Skip to main content
Bring your team into Aide from Settings > Teammates. The page lists each member’s role, teams, availability and when they were last active, and the invitations still waiting.

​
Roles

  • Owner: everything, including billing and handing the workspace to someone else. One per workspace.
  • Admin: everything except billing and ownership. Runs the helpdesk and Aide settings.
  • Agent: works conversations. Reads settings, creates personal templates and views.
On the Free plan, Aide Helpdesk is free for up to 2 team members. Paid plans include unlimited team members.

​
Invite people

  1. Choose Invite people.
  2. Enter up to 50 email addresses, separated by commas or spaces.
  3. Choose a role and, optionally, the teams they join.
  4. Send the invitations.
Each person gets an email invitation. They can join with a password or with Continue with Google. From an invitation’s menu you can Resend invite, Copy invite link to share it yourself (earlier links for that invite stop working), or Revoke invite.

​
Change a role or teams

Open a teammate’s menu and use Edit role or Teams.

​
Remove a teammate

Choose Remove from workspace from the teammate’s menu. They lose access straight away; their notes and replies stay on the conversations. Under Their open conversations go to, pick a teammate, or Unassigned to return them to their teams’ queues.

​
Transfer ownership

The owner can choose Transfer ownership and pick the new owner, for example when the founder hands support over to a head of customer experience.

​
Signing in and passwords

Sign in with your email and password, or with Continue with Google. Forgot your password? Choose Forgot password? on the sign-in page and follow the link in the email to set a new one.