Team Roles

Understand the different roles and permissions for team members.

Available Roles

Role	Description
Owner	Full access to everything, including billing
Admin	Manage chatbots and team, no billing access
Member	View access only

Role Permissions

Owner

The owner has complete control over the organization:

• Create, edit, and delete chatbots
• Manage training data and settings
• Invite and remove team members
• Change member roles
• Access billing and subscription
• Delete the organization

One Owner Per Organization

Each organization has exactly one owner. Ownership cannot be transferred through the dashboard - contact support for ownership transfers.

Admin

Admins can manage chatbots and team members:

• Create, edit, and delete chatbots
• Manage training data and settings
• View analytics and conversations
• Invite team members
• Remove members (except owner)

Cannot:

• Access billing settings
• Change subscription
• Delete the organization

Member

Members have view-only access:

• View chatbots and their settings
• View analytics and conversations
• Test chatbots in the playground

Cannot:

• Create or modify chatbots
• Add or delete training data
• Invite or manage team members
• Access any settings

Permission Comparison

Action	Owner	Admin	Member
View chatbots	Yes	Yes	Yes
View analytics	Yes	Yes	Yes
Test in playground	Yes	Yes	Yes
Create chatbots	Yes	Yes	No
Edit chatbot settings	Yes	Yes	No
Add training data	Yes	Yes	No
Delete chatbots	Yes	Yes	No
Invite members	Yes	Yes	No
Remove members	Yes	Yes*	No
Change roles	Yes	No	No
Access billing	Yes	No	No
Delete organization	Yes	No	No

*Admins cannot remove the owner or other admins.

Choosing the Right Role

Make Someone an Admin When:

• They need to create and manage chatbots
• They should be able to invite team members
• They don't need billing access

Make Someone a Member When:

• They only need to view chatbots and analytics
• They should test chatbots but not modify them
• They shouldn't make any changes to settings

Changing Roles

Only the owner can change team member roles:

1. Go to Settings > Team
2. Find the team member
3. Click their current role
4. Select the new role

Best Practices

Principle of Least Privilege

Give team members only the access they need:

• Start with Member role
• Promote to Admin only when necessary
• Keep billing access limited to the owner

Regular Reviews

Periodically review your team:

• Remove members who no longer need access
• Verify roles are still appropriate
• Check for pending invitations that should be cancelled

Next Steps

• Invite Team Members - Add people to your team
• View Billing Plans - Get more team seats