Inviting team members and understanding roles

Roles and permissions

• Owner: can do everything; only the owner manages the plan and payment. The owner is the person who opened the workspace.
• Admin: manages settings, agents, the knowledge base, integrations and members; can see the plan but not change it.
• Support: handles customer requests; can't change settings.
• Observer: can read the panel but can't change anything.

Only owners and admins see the audit log and pending invites. Buttons and menu items you don't have permission for aren't shown to you; the server also checks the permission on every action.

Inviting a teammate

1. Open “Account” › “Members” from the menu.
2. Press “Create invite link”.
3. Choose the role of the person joining: Admin, Support or Observer. The default is Support.
4. Copy the link and send it to your teammate yourself; the invite isn't sent by email.

The link is valid for one week and can be used once. When the person opens the link and signs in or signs up, they join with the role you chose.

Pending invites

Invites not used yet appear in the “Pending invites” list under the members table. From the row's menu, “Copy link” gets the link again and “Revoke invite” cancels it. If the person who created an invite is removed or stops being an admin, their invites stop working too.

Changing roles and removing members

Choose “Change role” or “Delete” from the three-dot menu on the person's row. The change takes effect right away; a removed person loses access to the workspace immediately. The owner's row and your own row have no menu. Inviting, changing roles and removing members require the owner or admin role.

Ownership of a workspace can't be handed to someone else from the panel. If you want to leave a workspace, the owner or an admin has to remove you.

Member limit

Your plan has a member limit: Starter 2, Builder 5, Growth 15, Pro unlimited. There's no limit during the free trial. When you reach the limit you're asked to upgrade your plan for a new invite; the limit is also checked when an invite is accepted. For details, see the plan and billing article.