Step 6: Adding Team Members

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.

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 

For more help, here’s a Drift Insider video on adding team members that you can follow along with. 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 two 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.

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 check box to assign an admin role or the dropdown menu to assign a sales rep or marketer role.
5. Click Save when finished 

For more information on admin vs user roles, how to set roles, controlling conversation access and enterprise user roles, click here. 

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