How to Manage Your Team

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

Go to Team in the sidebar.
Click “Invite Member”.
Enter their email address.
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).
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.

The change takes effect immediately.

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

If someone hasn’t accepted your invitation yet:

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	No	No	No

Members and Viewers have the same effective (read-only) access. For a complete breakdown, see Team Roles and Permissions.