Managing Users & Permissions

As an Admin, you can invite team members and control their access to your ChatSignals organisation.

User Roles

There are two roles:

• Admin: Full control over the organisation. Can invite members, change roles, manage all settings, and configure bots.
• Member: Can view data and performance, chat with deployed bots, but cannot change settings, invite users, or configure bots.

What Members Can Do

Members have access to:

• Your Bots: Chat with deployed bots using the chat icon to see how customers will experience them
• Chats: View customer conversations and analytics
• Dashboard: View performance metrics (if available)
• Settings → Organisation: View organisation details

What Only Admins Can Do

Admin-only features include:

• Configure Bots: Access bot configuration pages to change deployment mode, knowledge sources, sales actions, and handoff settings
• Knowledge Sources: Add, edit, and delete knowledge sources (accessible via Settings → Knowledge Sources)
• Data Sources: Manage HubSpot and other integrations
• Channels: Create and manage channels
• Metrics: Configure custom metrics
• Team Management: Invite users, change roles, and remove members

Inviting Team Members

1. Go to Settings → Organisation.
2. Find the Team Members section and click "Invite Member".
3. Enter the member's Email Address and choose their Role (Admin or Member).
4. Click "Send Invite".

The invited person will receive an email with a link to join your organisation. Invitations expire after 7 days.

Managing Team Members

You can view all active members in Settings → Organisation → Team Members.

• Change Role: Click next to a member's name to change their role between Admin and Member.
• Remove Member: Click the delete icon next to a member's name to remove them from the organisation.

You cannot change your own role or remove yourself. You also cannot remove the last Admin in the organisation.