Users in Your Organization

The Users section displays a list of all members within your organization. You can assign them roles with varying permissions based on their responsibilities. This enables clear role-based access control for managing projects, bots, and settings.

Roles and Responsibilities

There are three types of user roles in the organization, each with distinct levels of access and responsibility:

1. Owner of Organization

  • Full access to all organizational settings, users, and permissions
  • Can add, edit, delete, or activate/deactivate users
  • Can invite users as Admin or Owner

2. Admin of Organization

  • Can manage users, data, and organization settings
  • May have limited access to owner-level features

3. User / Bot Manager

  • Can access assigned projects and resources
  • Cannot manage other users or modify organizational settings

User Management Actions


Add Users to Your Organization

To add a new user:
  • Navigate to the Users section (1)
  • Click on Add User (2)
  • Fill out the following:
    • Email address (3)
    • Role selection (4)
    • Assign to project(s) (5)
  • Click Send Invitation (6)
Once the invitation is accepted, the user will be successfully added.
Users list view

Users: View Existing Members

Below is the modal where you send the invite and define the user role:
Send invitation popup

Users: Send Invitation Modal

User Console

Full user detail breakdown

User Console: Details View

Inside the console, you can:
  • Enable/disable access
  • Change user role
  • Update timezone and contact details

User Overview Includes:

  1. User ID – Unique identifier
  2. Full Name – As registered in the system
  3. Email – Registered email address
  4. Date – Account creation or last modification
User console with tabs

User Console: Overview Tab

You can also update user details like role, email, or timezone directly from the User Overview.The entire console is designed to streamline user management and improve administrative efficiency.