Team Members
View and manage all users with access to your workspace.
Inviting Users
Click 'Invite User'
Button in Settings > Users
Enter Email
Provide the user’s email address
Select Role
Choose their access level: Send Invitation
User receives email with invitation link
User Roles
Full Access
- Manage agents
- Invite/remove users
- Access billing
- Modify all settings
Standard Access
- View conversations
- Take over chats
- Manage knowledge
- View analytics
Cannot: Manage users or billing Read-Only
- View conversations
- See analytics
- Read knowledge
Cannot: Modify anything or respond to conversations Removing Users
- Find user in list
- Click “Remove”
- Confirm removal
- User loses access immediately
Removed users cannot be restored. You’ll need to re-invite them.
Workspace Settings
Configure workspace details
