How to invite and manage users in your Cue workspace

Manage your team's access to Cue from the Settings page - invite new members, assign roles, and control who has access to your workspace.

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Note: You will need the Workspace Owner or Supervisor role on Cue to invite and manage users in your workspace.

Inviting users to your workspace

Users are added to workspaces via email invitation. The invitee receives an email containing the workspace name and who invited them. Accepting the invitation adds them to the workspace. If they are not an existing Cue user, their account is created at the same time.

How to send an invitation

1. Open app.cuedesk.com
2. Navigate to Settings > Users
3. Click Invite users
4. Enter the email address(es) of the people you would like to invite. You can invite up to 50 users at a time.
5. Select the appropriate role(s)
6. Click Send invitation

The invited user will receive an email with a link to accept the invitation and set up their account.

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Note: Invalid or malformed email addresses will be rejected. Please ensure all email addresses are correctly formatted before sending invitations.

Managing pending invitations

You can view and manage pending invitations from the Settings > Users page. From here, click the options menu (three dots) to:

- Resend an invitation if the original email was missed
- Revoke a pending invitation

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Assigning roles

When inviting a user, you will need to assign them a role based on their responsibilities within Cue. The available roles are:

- Agent: Can access the inbox and both assigned and unassigned tickets.
- Outbound Agent: Same as Agent, but can also start new one-on-one chat conversations with customers.
- Supervisor: Has full inbox access and can manage users.
- Broadcast Manager: Can manage broadcasts and templates.
- Flow Manager: Can manage Flows.
- Workspace Owner: Admin role with full access to the workspace, including all settings and configuration.

Deactivating a user

To deactivate a user:

1. Go to Settings > Users
2. Find the user you would like to deactivate
3. Click the options menu (three dots) next to their name
4. Select Deactivate

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Reactivating a user

If a deactivated user needs to regain access to a workspace, you can reactivate them by re-sending an invitation to join the workspace.

Searching for users

You can search for users by first name, last name, or email address using the search bar on the Users settings page.

Password management and security

When an invited user accepts their invitation, they create their own password during account setup.

Password requirements

All passwords must meet the following requirements:

- Minimum 8 characters
- At least one uppercase letter
- At least one lowercase letter
- At least one number
- At least one symbol

Forgot password

Users can reset their own password at any time by clicking Forgot Password on the Cue login screen. A verification code will be sent to their email address, which they can use to set a new password.

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f your workspace uses Single Sign-On (SSO), users must reset their password through your identity provider. The forgot password option is not available for SSO users.

Single Sign-On (SSO)

If your workspace has SSO enabled, all users are required to log in through your identity provider. Username and password login will not be available for SSO-enabled workspaces.

Adding users to teams

Once a user has accepted their invitation, remember to add them to the relevant team. You can manage team membership from the team settings in the Conversations sidebar.

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