Workspace Team & Security Management
Manage your ChatEaver account profile, team invitations, and workspace security settings directly from the dashboard.
Step-by-Step Team Member Management
Step 1: Go to Dashboard > Settings > Team.
Step 2: Click 'Invite Team Member'.
Step 3: Enter teammate email address and select Role (Admin, Agent, or Viewer).
Step 4: Click 'Send Invitation'. The user receives an email with an activation link.
Step 5: Manage active team seats and revoke access when team members offboard.
Role Name | Permissions Access Level |
|---|---|
Workspace Admin | Full access to Billing, AI Studio, Knowledge, Widget, Chats, and Team settings. |
Support Agent | Access to Chats (live monitoring & human takeover) and Outcomes. |
Viewer | Read-only access to analytics and chat transcripts. |