What You Can Do
- Invite new team members
- Assign roles and permissions
- Remove team members
- View pending invitations
Prerequisites
- You must be a workspace Owner or Admin to manage team members
User Roles
| Role | Permissions |
|---|---|
| Owner | Full access, can delete workspace, manage billing |
| Admin | Manage agents, integrations, team members |
| Member | Create and edit agents, view analytics |
| Viewer | View-only access to agents and analytics |
Step-by-Step: Invite a Team Member
1
Navigate to Users
Go to Settings → Users in the sidebar.
2
Click Invite
Click the Invite User button.
3
Enter Email
Enter the email address of the person you want to invite.
4
Select Role
Choose the appropriate role from the dropdown.
5
Send Invitation
Click Send Invite.
Step-by-Step: Change User Role
1
Find the User
Locate the user in the team members list.
2
Click Role Dropdown
Click on their current role to open the dropdown.
3
Select New Role
Choose the new role.
4
Confirm
The change is applied immediately.
Step-by-Step: Remove a Team Member
1
Find the User
Locate the user in the team members list.
2
Click Remove
Click the Remove button (trash icon).
3
Confirm Removal
Confirm the action in the dialog.
Pending Invitations
View and manage invitations that haven’t been accepted yet:- Resend: Send the invitation email again
- Cancel: Revoke the invitation before it’s accepted
Best Practices
Use the principle of least privilege
Use the principle of least privilege
Assign the minimum role needed for each team member’s responsibilities.
Regularly audit team members
Regularly audit team members
Review your team list periodically and remove users who no longer need access.
Limit Owner and Admin roles
Limit Owner and Admin roles
Keep the number of Owners and Admins small to maintain security.
Use descriptive workspace names
Use descriptive workspace names
When inviting users, ensure the workspace name clearly identifies its purpose.
Troubleshooting
Invitation email not received
Invitation email not received
- Check the spam/junk folder
- Verify the email address is correct
- Resend the invitation
- Ask the user to add noreply@boty.chat to their contacts
Cannot change user role
Cannot change user role
- Ensure you have Admin or Owner permissions
- Owners cannot be demoted by Admins
- There must always be at least one Owner
Cannot remove user
Cannot remove user
- You cannot remove yourself
- Admins cannot remove Owners
- The last Owner cannot be removed
Team Limits by Plan
| Plan | Team Members |
|---|---|
| Free | 1 |
| Pro | 5 |
| Business | Unlimited |
Need more team members? Upgrade your plan to add more users.