Team and roles. Who can do what in your account.
Invite teammates as Editors to train and deploy your agents, or as Agents to handle conversations and leads. The account owner manages billing and the team.
Team
Settings → Team
Sanne de Vries
sanne@studiolicht.nl
Mark Jansen
Trains bots and changes the widget
lisa@studiolicht.nl
Invite sent · expires in 7 days
On this page
Roles
| Role | Can |
|---|---|
| Owner | Everything, and is the only one who manages billing, invites and removes teammates, and creates API tokens. |
| Editor | Train agents (knowledge, Optimize), change the widget and integrations, and handle conversations and leads. |
| Agent | Reply to conversations and work with leads. Cannot change agents or their knowledge. |
Invite a teammate
- 1Open Settings → Team and choose Invite a teammate.
- 2Enter their email address and choose Editor or Agent, then Send invite.
- 3They get an email with a link valid for 7 days. Resend sends a new link (the old one stops working); Cancel invite withdraws it.
A team has the owner plus up to 2 teammates. Remove takes away access straight away; conversations they handled stay in the history. People who belong to more than one team switch between them with the workspace switcher in the sidebar.
Your own account
- Personal info: your name, phone number and Appearance (Light, Dark or System).
- Login & security: change your password (at least 12 characters; changing it signs out every session), or set one if you signed up with Google.
- Help Center: email support, and the data deletion, privacy and terms pages.
To delete your account or receive a copy of your data, email us from your account's email address; requests are handled within 5 business days. See the Data Deletion page.