Users Management
Manage team members in your organization workspace.
Overview
Add team members to your organization to collaborate on workflows, widgets, and conversations. Control access with role-based permissions.
Inviting Users
- Navigate to Administration → Users
- Click Invite User
- Enter the user's email address
- Select their role (User or Admin)
- Send the invitation
The invited user will receive an email with instructions to join your workspace.
Roles
User
Standard team member with access to:
- View and edit workflows
- View and edit widgets
- View and edit forms
- View conversations
- View dashboard
Admin
Full access including:
- All User permissions
- Manage team members
- Manage company settings
- Manage billing
- Delete workflows/widgets
Managing Users
Change Role
Admins can change a user's role at any time from the Users list.
Remove User
Remove a user from your workspace. They will lose access immediately.
Resend Invitation
Resend the invitation email if the user didn't receive it.
Next Steps
Company Settings
Configure your organization details