---
doc_version: "1.0.0"
last_updated: "2026-07-14T15:00:57.718Z"
title: "How to Manage Your Team"
description: "Invite team members to your ChatbotIQ workspace, assign roles, change permissions, and remove members."
keywords: [team management, invite members, roles, permissions, workspace, ChatbotIQ]
---

ChatbotIQ workspaces support multiple team members with different permission levels. Here's how to invite people and manage who can do what.

---

## Invite a team member

1. Go to **Team** in the sidebar.
2. Click **"Invite Member"**.
3. Enter their email address.
4. Choose a role:
   - **Admin** - can manage bots, sources, workspace settings, and team members (Members and Viewers).
   - **Member** - read/use access: can view bots, sources, conversations, and analytics, but cannot create or edit bots or sources.
   - **Viewer** - same effective access as Member (read-only).
5. Click **Send Invitation**.

What happens next depends on whether the invitee already has a ChatbotIQ account:

- **Existing ChatbotIQ users** are added to the workspace directly: they get access immediately, with no email accept step.
- **New users** (no account yet) receive an email invitation link. Until they sign up, the invitation shows as **Pending**.

> **Note:** Only the Owner can invite someone as an **Admin**. Admins can invite Members and Viewers only.

> **Note:** The number of team members you can invite depends on your plan. See [Plans, Credits & Pricing](/reference/plans-credits-and-pricing/).

---

## Change a member's role

1. Go to **Team** and find the member in the list.
2. Click the role dropdown next to their name.
3. Select the new role.

The change takes effect immediately.

---

## Remove a member

1. Go to **Team** and find the member.
2. Click the **remove** button next to their name.
3. Confirm the removal.

They'll lose access to the workspace immediately. Their past actions (bots they created, settings they changed) remain intact.

---

## Cancel a pending invitation

If someone hasn't accepted your invitation yet:

1. Go to **Team** and scroll to the **Pending Invitations** section.
2. Click **Cancel** next to the invitation.

---

## Understand roles

| Permission | Owner | Admin | Member | Viewer |
|------------|:-----:|:-----:|:------:|:------:|
| View bots and analytics | Yes | Yes | Yes | Yes |
| Create and edit bots | Yes | Yes | No | No |
| Manage sources | Yes | Yes | No | No |
| Invite / remove Members and Viewers | Yes | Yes | No | No |
| Manage workspace settings | Yes | Yes | No | No |
| Manage other Admins | Yes | No | No | No |
| Manage billing | Yes | Yes | No | No |

Members and Viewers have the same effective (read-only) access. For a complete breakdown, see [Team Roles and Permissions](/reference/team-roles-and-permissions/).

---

## Related

- [Team Roles and Permissions](/reference/team-roles-and-permissions/) - full permission matrix
- [Configure Workspace Settings](/how-to/configure-workspace-settings/) - workspace-level settings
- [Plans, Credits & Pricing](/reference/plans-credits-and-pricing/) - team member limits by plan

## Sitemap

Full documentation index: [sitemap.md](/sitemap.md) and [llms.txt](/llms.txt).