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, limited creation rights

Permission Matrix

Permission	Owner	Admin	Member
View team chatbots	Yes	Yes	Yes
Use shared chatbots	Yes	Yes	Yes
Edit shared chatbots	Yes	Yes	If granted Admin†
Create chatbots	Yes	Yes	Settings*
Upload documents	Yes	Yes	Settings*
Delete own chatbots	Yes	Yes	Yes
Delete team 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

*Settings = Controlled by team settings. See Team Settings below.

†Edit shared chatbots = A team member can edit a chatbot shared with them only if they're granted Admin access to that chatbot (or they created it). The per-chatbot access level is set when sharing the chatbot.

Team Settings

Team owners can configure what members are allowed to do. These settings are found in Team Settings.

Member Permissions

Setting	Description	Default
Allow member chatbot creation	Members can create their own chatbots	On
Allow member document uploads	Members can upload documents to chatbots	On

How to Configure

1. Go to "Team Settings"
2. Find the "Member Permissions" section
3. Toggle settings on/off
4. Changes apply immediately

When these settings are enabled:

• Members can create chatbots (owned by them personally)
• Members can upload documents to chatbots they have access to
• Members can request to share their chatbots with the team

When these settings are disabled:

• Members cannot create new chatbots
• Members cannot upload documents
• Members can only use chatbots shared with them

Upload permission vs. a chatbot's access level

"Allow member document uploads" governs whether a plain member can add content (documents and YouTube videos) to chatbots they can access. Chatbot owners, anyone with per-chatbot Admin, and team owners/admins can always upload regardless of this setting.

This setting is separate from a chatbot's per-member access level (View Only / Admin), which only controls chatbot management. A member set to View Only on a chatbot can still upload to it when this team permission is granted. See Sharing Chatbots → Access Levels.

Owner Role

The Owner has complete control over the team:

• All admin permissions
• Manages team billing
• Can transfer team ownership
• Can delete the team
• Controls member permission settings

note

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

Admin Role

Admins can manage day-to-day operations:

• Invite and remove members
• Create and manage chatbots
• Share chatbots with the team
• Delete any team chatbot
• Cannot access billing
• Cannot delete the team

Member Role

Members have access based on team settings:

• View and use shared chatbots
• Edit a shared chatbot only when granted Admin access to it (or they created it)
• Delete their own chatbots (if they created any)
• Cannot delete other team chatbots
• Cannot invite others
• Can create chatbots if team settings allow
• Can upload documents if team settings allow

Member-Created Chatbots

When a member creates a chatbot, they own it personally. To share it with the team, they must submit a share request for owner approval.

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 who need management access
• Use Member for those who only need chatbot access
• Limit the number of Admins

Team Settings

• Enable member chatbot creation if you want distributed ownership
• Keep it disabled if you prefer centralized control
• Remember: member-created chatbots are billed to the member, not the team

Security

• Regularly review team members
• Remove inactive members
• Audit role assignments
• Review team settings periodically

Related

• Creating a Team
• Inviting Members
• Team Ownership Transfer
• Chatbot Ownership Transfer