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A staff member is anyone other than the workspace owner who can log into your Xobito workspace. Every staff member has exactly one role, which decides what they can see and do.
The workspace owner is not a staff member — they have an is_admin flag that bypasses the permission system entirely. Everyone else listed under Team → Staff is subject to their assigned role.

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The staff list

Go to Team → Staff. Each row shows the teammate’s name, email, current role, and status (active / inactive).

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Invite a new staff member

1

Click 'Add Staff'

You’ll see a form asking for name, email, phone, password, and role.
2

Pick their role

By default, only the Agent role exists (with just tenant.chat.view). If that’s all they need, pick Agent. Otherwise, create a richer role first in Roles & Permissions.
3

Save

The teammate is created immediately. They can log in right away with the credentials you set.
Share the login URL and initial password over a private channel — the invite doesn’t email credentials automatically in every setup.

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Edit a staff member

Click any row to open the staff member’s profile. You can:
  • Change their name, email, or phone.
  • Change their role — they get the new role’s permissions on their next page load.
  • Toggle their status — inactive staff members can’t log in.
  • Reset their password.
Changing someone’s role changes their permissions immediately. If they’re mid-task when you revoke access, that specific action may fail. Communicate before big changes.

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Remove a staff member

Use the delete button on their row (or inside their profile). The account is removed and can no longer sign in.
Activity Log entries created by the staff member remain in place — Xobito keeps the audit trail even after the user is gone.

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The default role — Agent

When a new workspace is created, a single role is auto-generated: That gives the new teammate access to the Live Chat inbox and nothing else. If you need them to also handle contacts, send campaigns, or edit templates, either:
  • Extend the Agent role by ticking more permissions, or
  • Create additional roles (e.g. “Manager”, “Marketing”, “Support Lead”) and assign the right people to each.
Most teams create a “Manager” role that has most tenant permissions except the destructive ones (*.delete) and sensitive ones (tenant.whatsmark_settings.edit, tenant.staff.*, tenant.role.*). Then only the workspace owner handles those.

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Permissions to manage staff

To use this page, a user needs: The workspace owner always has all four.
Giving someone tenant.staff.create means they can invite other users. Combined with tenant.role.create, they can effectively grant themselves any permission. Only assign staff-management permissions to fully trusted teammates.

Roles & Permissions

The full list of permissions you can combine into a role.

Activity Log

Audit trail of what each staff member has done.