How to invite team members on Intercom

beginner 8 min read Updated 2026-03-18

Quick Answer

To invite team members on Intercom, navigate to Settings > General > Teammates, click 'Invite teammate', enter their email address, assign a role, and send the invitation. New members will receive an email to join your workspace.

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Prerequisites

Admin or Owner access to Intercom workspace
Valid email addresses of team members to invite
Understanding of team member roles and permissions
Active Intercom subscription with available seats

Step-by-Step Instructions

Access Intercom Settings

Log into your Intercom workspace and click on the Settings icon (gear icon) in the bottom left corner of the sidebar. This will open the main settings menu.

Make sure you're logged in as an Admin or Owner to access team management features.

Navigate to Teammates Section

In the Settings menu, click on General in the left sidebar, then select Teammates. This page displays all current team members and their roles in your workspace.

You can see how many seats are available in your current plan at the top of this page.

Start the Invitation Process

Click the Invite teammate button located in the top right corner of the Teammates page. A modal dialog will appear with invitation fields.

Enter Team Member Details

In the invitation modal, enter the team member's email address in the designated field. You can invite multiple people by adding additional email addresses separated by commas or clicking Add another.

Double-check email addresses for typos to ensure invitations reach the intended recipients.

Assign Role and Permissions

Select the appropriate role from the Role dropdown menu. Options typically include Admin, Teammate, or custom roles. Each role has different permissions for accessing conversations, settings, and features.

Start with basic Teammate permissions and upgrade roles as needed for security purposes.

Configure Team Assignment

Choose which teams the new member should join from the available options. Teams help organize conversations and determine which messages each teammate can access. Select relevant teams or leave blank to assign later.

You can always modify team assignments after the member joins your workspace.

Send the Invitation

Review all details and click Send invitation to dispatch the email invitation. The invited team member will receive an email with a link to join your Intercom workspace and set up their account.

Invitations typically expire after 7 days, so follow up with team members if they don't respond quickly.

Verify Invitation Status

Return to the Teammates page where you'll see pending invitations listed with a Pending status. Once the invited member accepts and completes setup, their status will change to Active.

You can resend or cancel pending invitations by clicking the three-dot menu next to each pending invitation.

Common Issues & Troubleshooting

Invite teammate button is grayed out or missing

Verify you have Admin or Owner permissions and that your Intercom plan has available seats. Contact your workspace owner if you need permission upgrades.

Team member didn't receive invitation email

Check spam/junk folders and verify the email address is correct. From the Teammates page, click the three dots next to the pending invitation and select Resend invitation.

Invitation link expired or shows error

Cancel the expired invitation from your Teammates page and send a new invitation. Invitations typically expire after 7 days for security reasons.

Cannot assign specific teams during invitation

Ensure the teams exist in your workspace under Settings > General > Teams. You can also assign team memberships after the user accepts the invitation and becomes active.

Prices mentioned in this guide are pulled from current plan data and may change. Always verify on the official Intercom website before purchasing.

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