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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

:::info 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)
Starter1 (just you)
Pro2
Business5

Need more seats than Business allows? Contact sales@leezy.ai.

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

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

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​

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