Access

Team and roles

Invite teammates, manage pending invitations, change roles, transfer ownership, and understand access levels.

Roles

Roles

Owner

Billing checkout, Stripe portal, ownership transfer, member role changes, member removal, workspace deletion, and all admin level workspace actions.

Admin

Create and manage chatbots, training, widget settings, publish state, workspace profile, invitations, and invite resend or revoke actions.

Member

Workspace access for normal collaboration. Sensitive chatbot, training, billing, and team controls stay restricted by server side role checks.

Viewer

Read focused access for reviewing workspace and chatbot information without management controls.

Invites

Invites

Invites are sent by email and expire after 7 days.
Pending invites count against team seats until accepted, declined, revoked, or expired.
Only assignable roles are admin, member, and viewer.

Owner

Ownership

Ownership transfer changes another member to owner and makes the current owner an admin. Owner is changed through the ownership panel, not the role dropdown.

Workspace

Workspace actions

Owners and admins can manage workspace profile. Workspace deletion requires owner access and another workspace to switch into.

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Notifications

Use in app notifications, browser push, support updates, and admin broadcasts to keep users informed.

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