Managing Users
1
Invite a User
Send an invitation to their email address. You can either invite users to be an Account Admin using the Manage Account page, or invite users with workspace level permissions by going to the Users tab.
2
Assign a Role
Define what each user can do by assigning them one of the available roles. See the table below for an in-depth breakdown.
3
Manage Seats
Workspaces have a limited number of seats. You can track usage at the top of the Users page or from the Users widget on the Home page.
4
Monitor Activity
Check the Last Sign In column to see when each user last accessed the workspace.
Roles and Permissions
| Role | Permissions |
|---|---|
| Account Admin | Full access to all account resources. This includes any workspaces on the account. |
| 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
- Only assign the access needed for a user’s role.
- Ensure responsibilities still align with assigned permissions.
- Free up seats and reduce security exposure by removing users when they become inactive.
- Always keep at least two Workspace Admins to avoid losing control of access.