Now that the code snippet is installed, the next step is adding your team to Drift. Adding team members to your team’s Drift account is important for them to begin setting up their account and to start talking to customers.

Billing Plan: Adding Team members is available on all paid Drift plans. Single Sign On is available on all paid FY22 Drift plans as well as legacy premium and enterprise plans.

Intended Audience:

• Admin

In this article, we'll cover:

• Adding a Team Member
• SAML - Single Sign On
• Setting Roles

To add a team member: 

1. Go to Settings
2. Under settings locate Manage Teammates in the side navigation
3. Click Invite Teammates button 
4. Enter their email address and define their role 

To learn more about adding team members, setting user/admin roles, using activity logs or removing users, click here.

SAML - Single Sign On

SAML based single sign-on (SSO) gives your team members access to Drift through an identity provider (IDP) of your choice. 

After set-up, all team members will sign in to Drift with their IDP account. If you choose to require SSO, your members will see a sign on the page before they can access your workspace. To learn more about SSO and verifying domain ownership, click here. 

To set up SSO: 

1. Go to Settings
2. Under settings locate Security in the side navigation
3. Click “Configure SAML Authentication” 
4. Under “Domain Name” verify your domain ownership 

Setting Roles 

Now that the team is added to your Drift account, the next step is setting specific roles. As a new Drift customer, understanding roles during set-up is key to getting the most out of your account. Within the Drift platform there are four different roles, each with their own permissions. 

Chat User 

A chat user is generally somebody who is mainly using Drift to answer leads or customers that message you through Drift. User’s are able to access the following:

• All conversations
• Their conversations only
• Their conversations only and ones with no participants

Admin 

An admin has access to everything in Drift. The account owner is by default an admin, there is nothing they can't access. The Admin Seat grants a user access to everything within Drift! This includes all conversations, and all settings including, billing, teammate management, security, and integrations. Please note that only admins are able to access the specific areas that are listed above.

 

Marketer

If you are on the Drift Enterprise plan you also have access to the Marketer seat. The Marketer seat allows access to playbooks, reporting, and to view conversations. Please note that this seat can not respond to conversations, only view them.

Service

The Service Agent role is available on the Drift FY22 Premium, Advanced, and Enterprise plans. The Service Agent Role is a role in Drift that comes pre built to fit the needs of agents that use Drift as a support service. Now when you invite teammates to your Drift instance, you will have the option to invite them as a Service Agent along with our other existing roles. 

Setting User & Admin Roles 

To assign admin or user roles to a team member follow the steps below, you’ll also be able to assign Pro Video and Calendar permissions to teammates. 

To set roles:

1. Go to Settings
2. Under settings locate Manage Teammates in the side navigation
3. Click on a teammates table row 
4. Use the dropdown menu to assign the desired role
5. Click Save when finished 

Now let's get your Sales Team setup with their accounts!

Check out our entire onboarding guide here!