Manage your team

Daria Zaboj product content specialist
Daria Zabój
3 min read
updated: Apr 4, 2022

The Team feature allows you to easily invite new members to ChatBot right from your dashboard.

What’s more, you can assign different roles to your new teammates; decide who should get permission to manage your subscription and who should focus on developing stories or monitoring reports.

In turn, you can build a suitable team of chatbot designers, writers, and developers and collaborate with them to improve the performance of your chatbots.

The Team feature is available within the Team, Business, and Enterprise plans.
The Team feature is available within the Team, Business, and Enterprise plans.

How to add teammates to ChatBotLink icon

  1. Go to Settings in your ChatBot dashboard. Team in Chat Bot

  2. Click on the Add teammate button. The Team section in Chat Bot

  3. Enter the email address of the person you want to add to your team. Add teammates in Chat Bot

  4. Then assign a role to that person. Don’t know what the difference is between the Editor and Administrator? Check the differenceAssign team roles in Chat Bot

  5. If necessary, click Invite another to add more members to your team. Invite more members in Chat Bot

  6. After your list is ready, click the Send invitations button. Send invitations to your team in Chat Bot

  7. Voilà, your invitations have been sent. If you still need to add more teammates to your ChatBot family, click Add more people to your team. If your team is complete, click Done to proceed. Add more people to your Chat Bot team

Available rolesLink icon

There are three roles available in ChatBot right now: owner, administrator, and editor:

  • The owner is the person who created the ChatBot account. They have full access to your ChatBot dashboard and the subscription section. They add new ChatBot teammates and remove them when needed. Each account can only have one person assigned as the owner.

  • Administrators get access to all the dashboard sections and have full control over the platform. Like owners, they can manage the subscription and invite and remove teammates. Your account can have as many administrators as you need.

  • Editors can manage your dashboard but don’t have access to advanced account settings like the subscription and matching systems. They also can’t add and remove teammates. You can invite as many editors to share your ChatBot account as you need.

Please note that Admins can’t remove the owner account.
Please note that Admins can’t remove the owner account.

Changing the role of your teammatesLink icon

Owners and administrators can easily change the roles of their team members. To do so, please follow the below steps:

  1. Go to the Team section. Change the roles of teammates in Chat Bot

  2. Click the edit icon next to the email of the person whose role needs to be changed. Change the roles of teammates in Chat Bot

  3. Choose a new role for your teammate. Choose a new role your teammate in Chat bot

  4. Click Confirm to change the role. Confirm the new role in Chat Bot

Removing teammates from ChatBotLink icon

Both owners and administrators can remove the team members when necessary.

  1. Go to your Team section. Remove teammates in Chat Bot

  2. Click the trash icon next to the email of the teammate you want to remove. Remove members of your Chat Bot team

  3. Click the Remove button to confirm your decision. Remove your team member from Chat Bot

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