Platform
Team Management
Invite team members and manage roles and permissions.
Inviting team members
Navigate to Settings → Team to invite colleagues to your workspace. Each member gets their own login — never share credentials.
Roles
| Role | Permissions |
|---|---|
| Owner | Full access, including billing, API keys, and workspace deletion |
| Admin | Manage team, knowledge base, widget configuration, and integrations |
| Member | Day-to-day work: conversations, knowledge base content |
| Viewer | Read-only access to the workspace |
Access to APIs
Dashboard access and API access are separate:
- Team roles govern what a person can do after signing in.
- API keys govern what a server-side integration can do, and carry their own scopes. Keys are created under Settings → API keys, independent of team roles.
Offboarding
- Remove the member from the workspace.
- Review API keys and deactivate any that were used by that person.
- Rotate shared secrets they had access to, such as integration credentials.