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 own name and picture at the bottom of the left menu, then choose Manage team.
- Click Add member. A dialog titled Invite member opens.
- Enter the teammate's email address.
- Open Access & permissions and adjust what they get, then 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 it. Pending invitations hold a seat while they wait, so they count against your seat limit exactly like accepted members do.
Repeat for each person you want to add.
What "Access & permissions" decides
The dialog arrives pre-filled with a chat-agent set of permissions. Adjust what this person should be able to do, then click Invite — whatever is showing at that moment is applied automatically the moment they accept.
If you run more than one brand, the same panel lists them all with every brand switched on, so switch off the ones this person should not see. A brand they were not given is simply not there for them: not in the inbox, and not in the left menu.
Next to the invitation, and on every member row afterwards, you'll see a short summary of that access — something like "8 permissions · 2 brands". Owners and administrators show Full access — owners and admins bypass permissions instead of a count, because their access is not built from these switches.
You can change a pending invitation before it is accepted: click Edit access on the invitation row.
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 Members 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 — the same access as Owner across brands, boards and features, but cannot manage billing, change the DPA, export workspace data, change language settings, or delete the workspace.
- Member — can use the inbox, view reports, and access the features and brands you grant them.
There is one asymmetry worth knowing: owners and admins both bypass brand access, so both see every brand. Only the owner bypasses per-board access — an administrator can still be restricted to certain feedback boards, and without a grant on a board they are refused.
For a full breakdown of permissions and how to restrict access to specific features, see Set roles and permissions.
Removing someone
Removing a member from the organisation also revokes everything that was granted to them individually: their brand access, their board access, their feature permissions and their shift-type assignments. If you add the same person back later, they start from nothing and you set their access again.
Seats and plan limits
The free plan includes 1 seat (just you). To add teammates, add more seats — seats are a paid add-on you can buy at any time, without switching to a specific named plan. See the pricing page for seat pricing.
If every seat is taken by a member or a pending invitation, the invite is blocked until you free one up or add more. You can manage your subscription and add-ons at any time from Settings → Organization 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.