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Configuration

Team & access

Invite your team with the right level of access: Admin, Developer, Support or Auditor


More than one person can work in a project, each with the access their job needs and no more. Invite them under Dashboard, then Team & access.

The four roles

Admin

Everything, including billing, inviting the team, and deleting data. Give it to the people who own the account.

Developer

Sets up and maintains the assistant: contracts, documentation, branding, integrations, the embed and API keys. No billing, no team management, and cannot delete.

Support

Works conversations, tickets and findings, and reads analytics. Cannot change how the assistant is configured.

Auditor

Reads and exports the records and changes nothing at all. This is the role to hand an external auditor or a compliance officer.

Access is enforced, not just hidden

A role is not only about which menu items someone sees. Every action checks the role on the server, so a Support user cannot change your configuration by any route, and an Auditor cannot change anything.

Inviting someone

1

Open Team & access

Dashboard, then Team & access, then Invite.

2

Enter their email and pick a role

They receive an invitation to join your project with exactly that access.

3

They accept and land in your project

Their role applies the moment they join, so a new invitee is never briefly given more access than intended.

A couple of safeguards

You cannot change your own role, and the last Admin cannot be demoted, so a project can never be left with nobody who can manage it.