How invitations work
Teammates are invited by email. When you send an invitation, Yaplet emails a secure link to the person you invited. They click the link and either create a new account or sign in to an existing one — and land directly in your workspace.
Invitations expire after 7 days. If a teammate misses the deadline, simply send a new invitation.
Send an invitation
- In your dashboard, click your workspace name in the top bar, then choose Manage team.
- Click Add member.
- Enter the teammate's email address and click Invite.
The invitation appears in the pending list immediately. You can delete a pending invitation if you sent it to the wrong address — just click the trash icon next to the invitation.
Repeat for each person you want to add. There is no limit on the number of pending invitations.
What happens when they accept
Your teammate receives an email with a link. If they already have a Yaplet account (with a different workspace), they sign in and the new workspace is added to their account. If they don't have one, they create a password and their account is created on the spot.
Once accepted, they appear in your Team list with a green online indicator when they are active.
Roles and what each one can do
Every workspace has three built-in roles:
- Owner — full access to every setting, including billing, API keys, and the ability to delete the workspace. The person who created the workspace is the owner by default.
- Admin — same access as Owner across boards, widgets, and features, but cannot manage billing, change DPA, export workspace data, change language settings, or delete the workspace.
- Member — can use the inbox, view reports, and access features you grant them. Admins can fine-tune exactly which features, boards, and widgets each member can see.
For a full breakdown of permissions and how to restrict access to specific features, see Set roles and permissions.
Seats and plan limits
The free plan includes 1 seat (just you). To add teammates you need a paid plan. Each paid plan includes a set number of seats — you can see how many are included on the pricing page.
If you hit your seat limit, you will be prompted to upgrade your plan before the invitation is sent. You can manage your subscription at any time from Settings → Billing.
What's next
With your team in place, do the end-to-end test together — head to Send your first message from the inbox to install the widget and try a real conversation.