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Invite your team and manage roles

Add agents and admins, and understand what each role can do.

Published 6/12/2026Updated 9/9/2026
Getting Started
Invite your team and manage roles

Add agents and admins, and understand what each role can do.

Three roles: Owner · Admin · AgentInvitations expire after a few daysPassword: at least 8 characters

Lunadesk is built for teams. Add everyone who answers customers — assignment, collision detection and reporting all work better when each person has their own account.

Inviting a teammate

Open the Team settings

Go to Settings → Team.

Settings›Team
Enter the email and pick a role

Type your teammate's email and pick a role — Agent or Admin.

Click Invite

They get an email to join your workspace and appear under Pending invitations until they accept.

Here is the whole flow, start to finish:

app.lunadesk.ai/settings?tab=team
+ New ticket
Inbox
Dashboard
Customers
Help center
Settings
Docs
Inbox
Open · 36
AMAmazon · Where is my refund?I returned the item last week and…2m
SHShopify · Wrong size deliveredHi, I ordered a medium but got a…14m
LCLive chat · Does this ship to EU?Quick question before I order…31m
Settings
Workspace
Workspace
Channels
Team & rules
Team
Automation
Members

Invite teammates and manage their role in this organization.

teammate@company.commaria@yourstore.com
Agent▾
Agent
Admin
Invite
JLJordan Leejordan@yourstore.comAdmin ▾
SCSam Cartersam@yourstore.comAgent ▾
Pending invitations
✉maria@yourstore.comInvitedAgent
✓
That's the whole flow
Invite as many teammates as you need — each gets their own login.
In the sidebar, click Settings.Open the Team tab.Type your teammate's email address.Pick a role — Agent or Admin.Click Invite — they appear under Pending invitations.

They receive an email with a link to create their account and join your workspace.

Accept an invitation

Got an invite to join a team on Lunadesk? Here is how to come aboard — no account required up front.

Open the email

Look for "You've been invited to join {workspace} on Lunadesk" in your inbox (check spam if it's not there). Invitations expire after a few days, so accept yours while it's fresh.

Click "Accept invitation"

The button in the email opens your personal join page on Lunadesk.

Set up your account

New to Lunadesk? Enter your full name and choose a password (at least 8 characters). If you already have a Lunadesk account on that email, you'll just log in to confirm.

You're in

You land straight in the workspace's inbox, with the role the admin chose for you — Agent or Admin. Start replying to customers right away.

Watch a teammate go from the invite email to the workspace:

mail.google.comapp.lunadesk.ai/accept-invite
LLunadeskYou've been invited to join Acme Support — Accept below to set up your account…9:02
DHDHL ExpressYour parcel is out for delivery8:41
FTFigma3 new comments on “Brand kit”8:15
NLThe HustleToday in business: the 5-minute read7:30
You've been invited to join Acme Support on Lunadesk
L
Lunadesk Team
team@lunadesk.ai  to me
Lunadesk
Join Acme Support

You've been invited to join Acme Support as Agent on Lunadesk. Accept below to set up your account and jump in.

✓ Accept invitation
Join Acme Support
You've been invited as an agent (maria@acme.com).
Full nameMaria Lopez
Password
✓ Create account & join
Inbox
Dashboard
Customers
Help center
MLMaria Lopez
Inbox
AM
Amazon · Where is my refund?I returned the item last week and…
SH
Shopify · Wrong size deliveredHi, I ordered a medium but got a…
LC
Live chat · Does this ship to EU?Quick question before I order…
✓Welcome to the team, Maria!
✓
You're in the workspace
From the invite email to answering customers in a couple of clicks.
Open the invitation email in your inbox.Click Accept invitation.Set your name and a password.You're in — start answering customers.

Roles

RoleWhat they can do
OwnerEverything, including billing and deleting the workspace.
AdminEverything an agent can, plus channels, team management, automation and help-center settings.
AgentWork the inbox: read, reply, add notes, assign, change status.

Tips

  • ·Keep the number of admins small — most day-to-day work only needs the Agent role.
  • ·Deactivating a member keeps their ticket history intact — their open tickets can be reassigned.
  • ·Each member sets their own preferences — language and notification preferences live in their profile.
Bring the whole team aboard

Each teammate gets their own login — assignment, collision detection and reporting all work better that way.

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