Team and permissions

Manage your staff in Settings -> Team.

The three roles

Role	Can do
Owner	Everything, including adding other owners and all settings
Manager	Cases plus settings: warranty rules, emails, integrations, team list, exports
Agent	Work on cases only - reply, change status, upload files

Add a teammate

1. In the Team card type the person's name and email.
2. Pick the role (Agent is the safe default).
3. Press Add.

How it works in practice:

• The first person to ever open the app on your Wix site becomes the Owner automatically.
• Anyone else who opens the dashboard joins as an Agent until an owner or manager promotes them.
• Assign a case to a teammate from the case page (Assign to teammate).
• Switch someone off with the toggle next to their name - their open cases go back to the shared queue.
• Only an owner can give or take the owner role, and the app always keeps at least one active owner - you cannot lock yourself out.