Roles & Permissions

Teams have three roles with different permissions.

Role Overview

Role	Description
Owner	Full control, manages billing
Admin	Can manage members and chatbots
Member	Can use shared chatbots

Permission Matrix

Permission	Owner	Admin	Member
View team chatbots	Yes	Yes	Yes
Use shared chatbots	Yes	Yes	Yes
Edit shared chatbots	Yes	Yes	Shared only
Create chatbots	Yes	Yes	No
Delete chatbots	Yes	Yes	No
Invite members	Yes	Yes	No
Remove members	Yes	Yes	No
Change member roles	Yes	Yes	No
Manage team settings	Yes	Yes	No
Manage billing	Yes	No	No
Delete team	Yes	No	No
Transfer ownership	Yes	No	No

Owner Role

The Owner has complete control over the team:

• All admin permissions
• Manages team billing
• Can transfer ownership
• Can delete the team

note

Each team has exactly one owner. To change owners, see Ownership Transfer.

Admin Role

Admins can manage day-to-day operations:

• Invite and remove members
• Create and manage chatbots
• Share chatbots with the team
• Cannot access billing

Member Role

Members have limited access:

• View and use shared chatbots
• Edit chatbots shared with them
• Cannot invite others
• Cannot create new chatbots

Changing Roles

To change a member's role:

1. Go to "Teams" > Your Team > "Members"
2. Find the member
3. Click the role dropdown
4. Select the new role
5. Confirm the change

note

Only Owners and Admins can change roles.

Removing Members

1. Go to "Teams" > Your Team > "Members"
2. Find the member
3. Click "Remove"
4. Confirm removal

warning

Removed members lose access to all team chatbots immediately.

Best Practices

Assigning Roles

• Use Admin for trusted collaborators
• Use Member for those who only need access
• Limit the number of Admins

Security

• Regularly review team members
• Remove inactive members
• Audit role assignments

Related

• Creating a Team
• Inviting Members
• Ownership Transfer