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Invite Team Members

Add team members to collaborate on your chatbots.

Accessing Team Settings​

  1. Go to your dashboard
  2. Click Settings in the sidebar
  3. Select Team

Inviting a Team Member​

  1. Click Invite Member
  2. Enter their email address
  3. Select a role (Admin or Member)
  4. Click Send Invite

The invited person receives an email with a link to join your organization.

Invitation Status​

StatusMeaning
PendingInvitation sent, waiting for acceptance
ActiveMember has joined the organization
Pending Invitations

Pending invitations expire after 7 days. You can resend the invitation if it expires.

Team Member Limits​

The number of team members depends on your plan:

PlanTeam Members
Free1 (just you)
Starter3
Pro10
BusinessUnlimited

The remaining slots are shown in the Team settings page.

Managing Team Members​

Change a Member's Role​

  1. Find the member in the team list
  2. Click on their role
  3. Select the new role
  4. Confirm the change

Remove a Team Member​

  1. Find the member in the team list
  2. Click Remove
  3. Confirm removal
Removing Members

When you remove a member, they immediately lose access to your organization's chatbots and data.

Leave Organization​

Admins and Members can remove themselves from an organization:

  1. Go to Settings > Team
  2. Find your own entry in the team list
  3. Click Remove
  4. Confirm that you want to leave
Owners Cannot Leave

Organization owners cannot leave. To step down as owner, contact support to transfer ownership or delete the organization.

What Team Members Can Access​

All team members can:

  • View all chatbots in the organization
  • Access the dashboard
  • View analytics

Access to specific features depends on their role.

Upgrading for More Seats​

If you've reached your team member limit:

  1. Go to Settings > Billing
  2. View available plans
  3. Upgrade to a plan with more seats

Or remove inactive team members to free up seats.

Troubleshooting​

Invitation Not Received​

  • Check the spam/junk folder
  • Verify the email address is correct
  • Resend the invitation

Cannot Add More Members​

  • Check your plan's team member limit
  • Remove inactive members or pending invitations
  • Upgrade to a plan with more seats

Next Steps​