Team Members
Roles & Permissions
Learn how to invite team members to your project and assign them different roles.
Members can be assigned one or more roles, each having different permissions.
Here are the available roles and their permissions:
- Admin: Full access to all settings and features, including inviting members, creating chatbots and API keys, and managing billing.
Permissions
Permissions
- Create, update, and delete projects
- Create, view, test, and delete chatbots
- View analytics
- View and update chatbot settings
- View, update, and publish chatbots in the Builder
- View, update, and delete conversations
- View, update, export, and delete leads
- View and update appearance settings
- View and update knowledge base
- View, create, update, and delete members
- Share chatbots
- View, create, and delete API keys
- View and update billing settings
- View usage
- View invoices
- View, download, and delete exports
- Editor: Can access and modify the builder, knowledge base, and widget appearance. Can also create chatbots and view usage.
Permissions
Permissions
- Create, view, and test chatbots
- View and update chatbot settings
- View, update, and publish chatbots in the Builder
- View and update appearance settings
- View and update knowledge base
- Share chatbots
- View billing
- View usage
- Analyst: Can access chatbot analytics, conversations, and leads.
Permissions
Permissions
- View chatbots
- View analytics
- View, update, and delete conversations
- View, update, export, and delete leads
- View, download, and delete exports
- View billing
- View usage
- Billing: Can update account billing and view usage.
Permissions
Permissions
- View and update billing settings
- View usage
- View invoices
- Viewer: Can view the builder and test chatbots, but doesn’t have the ability to modify.
Permissions
Permissions
- View and test chatbots
- View chatbot flow in the Builder