Inviting Team Members
Team member limits depend on your subscription plan. Free is limited to 1 user (Owner). Pro allows 3 members.
- Open the specific website you want to share from your Dashboard.
- Navigate to the website’s main dashboard page (overview).
- Locate the Team Members section on the right side of the page.
- Click Invite Member.
- Enter their Email Address.
- Click Send Invitation.
Team management is website-specific. Each website has its own team members. When you invite someone, they get access to that specific website only.
Team Member Access
Invited team members join with the Member role, which is view-only. Members can:- View the dashboard, including knowledge, conversations, and analytics
- Preview files and other knowledge
- Use live support features
Plans and team members
A team member uses the website owner’s plan for that website. Buying your own plan does not change your role or permissions on someone else’s website, and you do not need a paid plan to be invited. Your own plan only applies to websites you create yourself. The Subscription page lists the websites where you are a team member and the owner’s plan for each. Only the website Owner can:- Manage billing and subscription
- Delete the website
- Invite and remove team members
Managing Invitations
Pending Invitations
Once sent, an invite appears in the “Pending” list. You can:- Resend: If the user didn’t receive the email.
- Revoke: Cancel the invitation before they accept.
Accepting an Invitation
- The invitee clicks the link in their email.
- They will be prompted to log in or sign up.
- Once authenticated, they must click Accept Invitation.
- They will be redirected immediately to the website dashboard.
Removing Members
To remove access for a team member:- Go to the Team Members section.
- Find the user in the list.
- Click the Remove (trash icon) button.
- Confirm user removal.
