Add team members and clients as collaborators to your chatbot. Delegate responsibilities and share dashboard access with ease.
Roles and permissions
Chatwith allows adding a team member with one of three roles: Owner, Editor and Guest.
Each role has different access permissions, as shown below:
ㅤ | Guest | Editor | Owner |
Dashboard | ✅ | ✅ | ✅ |
Conversations | ✅ | ✅ | ✅ |
Refinements | ✅ | ✅ | ✅ |
Appearance | 🚫 | ✅ | ✅ |
Knowledge | 🚫 | ✅ | ✅ |
Actions | 🚫 | ✅ | ✅ |
Installation | 🚫 | ✅ | ✅ |
General Settings * | 🚫 | ✅ | ✅ |
Deactivate chatbot | 🚫 | ✅ | ✅ |
Create chatbot | 🚫 | 🚫 | ✅ |
Delete chatbot | 🚫 | 🚫 | ✅ |
Billing | 🚫 | 🚫 | ✅ |
Team | 🚫 | 🚫 | ✅ |
*“General Settings” includes all other chatbot configuration not explicitly listed above, eg: usage limits, email reports, model, system prompt, etc
The Owner is the first user who has created the chatbot. This role currently cannot be changed.
How to manage team members
You can add and remove team members and change their roles in the 'Team' section.
To find it, go to your Dashboard, then Settings and then click the ‘Team’ tab.
A team member can access the dashboard immediately after being added - no confirmation is required. They simply head to the login page and enter their email to enter.
Steps to add a team member
- Go to 'Team' settings
- Click ‘Invite member’
- Enter email address of the new team member
- The new team member can now log in at https://chatwith.so/sign-in and access the chatbot
The dashboard can also be accessed through your custom domain, if you have set one. In such scenario the URL would be https://your.domain.com/sign-in instead of https://chatwith.so/sign-in.