Users & Roles
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 in Organization
Add and invite users to your organization and assign them roles.
User Console
View and manage user details in the User Console.
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: View Existing Members
Below is the modal where you send the invite and define the user role:
Users: Send Invitation Modal
User Console
User Console: Details View
Inside the console, you can:
- Enable/disable access
- Change user role
- Update timezone and contact details
User Overview Includes:
- User ID – Unique identifier
- Full Name – As registered in the system
- Email – Registered email address
- Date – Account creation or last modification
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.