Team members and roles
Invite colleagues, set roles, and manage permissions for your workspace.
Updated 2 Mar 2026
Roles
| Role | Permissions |
|---|---|
| Owner | Full access. Can change roles, remove members, delete the workspace |
| Admin | Can invite new members, manage chatbots, view all data |
| Member | Can use the dashboard, view leads, manage chatbots they created |
There can only be one owner at a time.
Inviting a team member
- Go to Settings → Team
- Click Invite member
- Enter their email address and select a role
- Click Send invite
They receive an email with a signup link. Once they sign up, they have access to your workspace immediately.
Changing a member's role
Only the Owner can change roles:
- Settings → Team → find the member
- Click their role badge → select the new role
- Save
Removing a member
- Settings → Team → find the member
- Click the Remove button (trash icon)
- Confirm
The member loses access immediately. Their past actions (leads captured, sources added) remain in the account.
Changing ownership
Transfer ownership by changing your own role to Admin after promoting another member to Owner. Once you change your role, you cannot change it back without the new owner doing it for you.
Changing your password
Settings → Security → Change password. Enter your current password and a new one, then save.
Two-factor authentication
You can add an authenticator app to your account from Settings → Security. See Two-factor authentication for a full guide.
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