Workspace and Team Management

Manage organizations, invite team members, and control access with role-based permissions at the workspace level.

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Overview

Workspace management is designed for teams that need shared administration, controlled access, and a clear separation between different workspaces.

Organization Model

• users can belong to more than one workspace
• each workspace keeps its own settings, data sources, conversations, and leads
• access is granted per workspace rather than globally

Invite Team Members

1. Open Team Settings in the dashboard.
2. Click Invite Member.
3. Enter the user's email address.
4. Send the invitation.

Pending invitations remain visible until the invited user accepts or the invite is revoked.

Team Member Limits by Plan

The pricing page currently lists these team-member limits:

Plan	Team members
Starter	1
Basic	2
Standard	5
Enterprise	Unlimited

If your account has custom enterprise terms, use the workspace or sales agreement as the source of truth.

Role and Permission Matrix

Action	Admin	Member
View workspace content	Yes	Yes, if granted access in the workspace
Manage data sources and widget settings	Yes	Depends on assigned permissions
View conversations and leads	Yes	Depends on assigned permissions
Invite new team members	Yes	No
Change another member's role	Yes	No
Remove a member	Yes	No
Manage workspace-level settings	Yes	No

Manage Team Members

Workspace administrators can use the member actions menu to update permissions or remove a member from the workspace.

Promote a Member

To promote a member:

1. Open Team Settings.
2. Find the member you want to update.
3. Click the member action menu.
4. Select the role change action.
5. Confirm the update.

Remove a Member

To remove a member:

1. Open Team Settings.
2. Find the member you want to remove.
3. Click the member action menu.
4. Select Remove.
5. Confirm the removal.

Removing a member revokes their access to workspace data and settings for that workspace.

Operational Notes

• seat availability follows your current plan or custom agreement
• role changes should be limited to trusted administrators
• remove unused invitations and former team members regularly
• if a user belongs to multiple workspaces, verify they are operating in the correct one before making changes