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Workspace and Team Management

3. Workspace and Team Management

The Workspace and Team Management section allows you to manage your workspace's basic information, team members, and the roles and permissions assigned to users.

3.1. Workspace Settings​

Workspace Settings allow you to manage your workspace's basic information and the team members who have access to it.

You can access this screen by selecting Workspace Settings from the profile menu or by opening the Workspace section under Settings.

3.1.1. General Settings​

The General section displays the name of your workspace.

To change the workspace name:

  1. Edit the Workspace Name field.
  2. Enter the new workspace name.
  3. Select Save Changes.

3.1.2. Switching Workspaces​

If you have access to multiple workspaces, you can use the Switch Workspace option in the upper-right corner of the screen.

This option allows you to switch to another workspace that you have access to.

3.1.3. Viewing Team Members​

The Team Members section displays users who have access to the current workspace.

For each user, you can view:

  • Member name
  • Email address
  • Role
  • Last activity

3.1.4. Inviting a Team Member​

To add a new team member to the workspace:

  1. Enter the email address of the person you want to invite in the email address field.
  2. Select the role to assign to the user.
  3. Select Invite.

Users can be assigned one of the following roles: Member, Manager, or Admin.

You can access the available management actions for an existing member from the three-dot menu next to the user.

From the Permissions and Roles area at the bottom of the Workspace screen, you can navigate to the Role Permissions section.

3.2. Role Permissions​

The Role Permissions section allows you to define which actions each user role can perform within the workspace.

You can access this section by selecting Role Permissions from the Settings menu.

If you have access to multiple workspaces, use the Workspaces field at the top of the screen to select the workspace whose permissions you want to view or edit.

Role permissions can be configured separately for the following user roles:

  • Member
  • Manager
  • Admin

3.2.1. Configurable Permissions​

The following permissions can be managed from the Role Permissions screen:

  • Edit Agent: Allows users to modify agent content and settings.
  • Chat with Agents: Allows users to interact with agents and upload documents during conversations.
  • View All Agents: Allows users to view the list of all agents in the workspace.
  • Delete Agent: Allows users to remove existing agents.
  • Copy Agent: Allows users to create a new agent by copying an existing agent.
  • Workspace Rules: Allows permission boundaries to be defined for roles.
  • Document Management: Allows users to add, delete, download, and manage documents.
  • View Documents: Allows users to view the list of uploaded documents.
  • Invitations and Roles: Allows users to invite users and assign and manage their roles.
  • View Analytics: Allows users to access workspace analytics and logs.

3.2.2. Changing Role Permissions​

Each permission can be enabled or disabled using the selection field under the corresponding role column.

To save your changes, select Save Changes.

To restore the default role configuration, select Reset to Default Permissions.