Why It Matters
Proper user management ensures:- Control — Limit access to billing or agent edits based on roles.
- Collaboration — Let teams contribute in their areas of responsibility.
- Accountability — Track access and actions by individual users.
How Users Work
Invite a User
Send an invitation to their email address from the Users page.Assign a Role
Define what each user can do by assigning them one of the available roles.Manage Seats
Workspaces have a limited number of seats. You can track usage at the top of the Users page.Monitor Activity
Check the Last Sign In column to see when each user last accessed the workspace.Roles and Permissions
| Role | Permissions |
|---|---|
| Workspace Admin | Full access to all workspace resources. |
| Agent Manager | Create/edit/delete agents, prompts, and channels. View knowledge bases and integrations. |
| Content Manager | Create/edit/delete knowledge bases and integrations. |
| Billing Admin | View billing info and manage payment methods. |
| Chat User | View and create chat threads in the workspace. |
Best Practices
- Principle of Least Privilege: Only assign the access needed for a user’s role.
- Review Roles Regularly: Ensure responsibilities still align with assigned permissions.
- Remove Inactive Users: Free up seats and reduce security exposure.
- Multiple Admins: Always keep at least two Workspace Admins to avoid losing control of access.