Users & Roles

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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.

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Roles and Responsibilities

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

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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

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2. Admin of Organization

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

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3. User / Bot Manager

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

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User Management Actions

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Add Users to Your Organization

To add a user:

• Navigate to the Users section (1)
• Click on Add User (2)
• Enter:
  • Email address (3)
  • Select appropriate role (4)
  • Assign project(s) (5)
• Click Send Invitation (6)

An invitation will be emailed to the user. Once accepted, they’ll be successfully added to your organization.

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User Console

Clicking on a user from the list will open the User Console, where you can:

• View detailed user information
• Enable or disable access
• Update roles, timezones, or email

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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 date