Inviting team members and understanding roles

Roles and permissions

• Owner: can do everything; only the owner manages the plan and payment. This is the person who created the workspace.
• Admin: manages settings, flows, the knowledge base, integrations and members; no access to billing.
• Agent: handles customer requests; can't change settings.
• Observer: sees the whole panel but can't change anything.

Buttons and menu items you aren't allowed to use are not shown at all. The server also checks permissions 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 with the link: Admin, Agent or Observer. Agent is the default.
4. Copy the link and send it to your teammate.

The link is valid for one week and works only once. When the person opens it and signs in, they join your workspace with the role you chose.

Changing a role and removing a member

In the members table, use the three-dot menu on the person's row to “Change role” or remove them. 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.

Member limit

Your plan has a member limit: Free 1, Starter 2, Growth 5, Pro unlimited. When you reach it, you're asked to upgrade to invite more people. See plan and billing.