Team Management
Invite team members and manage access to your projects
Team Management#
Add team members, assign roles, and control who has access to your AlonChat projects.
Accessing Team Settings#
- Go to your project dashboard
- Click Settings in the sidebar
- Select Team Members
Team Roles#
| Role | Description | Permissions |
|---|---|---|
| Owner | Project creator | Full access, can delete project |
| Admin | Full control | All except delete project |
| Editor | Content management | Edit agents, sources, settings |
| Viewer | Read-only access | View only, no changes |
Permission Details#
| Permission | Owner | Admin | Editor | Viewer |
|---|---|---|---|---|
| View agents & conversations | ✅ | ✅ | ✅ | ✅ |
| Edit knowledge sources | ✅ | ✅ | ✅ | ❌ |
| Modify agent settings | ✅ | ✅ | ✅ | ❌ |
| Manage team members | ✅ | ✅ | ❌ | ❌ |
| Access billing | ✅ | ✅ | ❌ | ❌ |
| Delete project | ✅ | ❌ | ❌ | ❌ |
Inviting Team Members#
Step 1: Open Team Settings#
Navigate to Settings → Team Members
Step 2: Send Invitation#
- Click Invite Member
- Enter their email address
- Select a role
- Add optional message
- Click Send Invite
Step 3: They Accept#
Invitee receives email with:
- Link to accept invitation
- Project name and your name
- Their assigned role
They'll need to create an account if new to AlonChat.
Managing Members#
Changing Roles#
- Find member in the list
- Click the role dropdown
- Select new role
- Changes take effect immediately
Removing Members#
- Find member in the list
- Click Remove
- Confirm removal
Removed members:
- Lose access immediately
- Cannot see any project data
- Would need new invite to rejoin
Pending Invitations#
View invitations that haven't been accepted:
| Status | Meaning |
|---|---|
| Pending | Invite sent, awaiting response |
| Expired | Over 7 days, needs resend |
Actions#
- Resend - Send reminder email
- Cancel - Revoke invitation
Best Practices#
Role Assignment#
- Admins: Trust completely, need billing access
- Editors: Day-to-day team members
- Viewers: Stakeholders who need visibility only
Security Tips#
- Minimum privileges - Give least access needed
- Regular audits - Review team list quarterly
- Remove promptly - Delete access when people leave
- Strong passwords - Require for all team members
Large Teams#
For teams with 10+ members:
- Consider project structure
- Use consistent role assignments
- Document who has what access
Activity Logs#
Track what team members do:
- Go to Settings → Activity Log
- View recent actions:
- Who made changes
- What was changed
- When it happened
Example log entries:
Code
Jan 22, 3:45 PM - maria@company.com changed AI model to GPT-5.2
Jan 22, 2:30 PM - john@company.com added 5 Q&A pairs
Jan 22, 1:15 PM - sarah@company.com invited new team member
Team Limits by Plan#
| Plan | Team Members |
|---|---|
| Free | 1 (owner only) |
| Starter | 3 |
| Pro | 10 |
| Enterprise | Unlimited |
Need more? Upgrade your plan or contact sales.
Frequently Asked Questions#
Can I transfer ownership?#
Yes, contact support to transfer project ownership.
Can team members access billing?#
Only Owners and Admins can view/manage billing.
What happens when I remove someone?#
They lose access immediately but data they created remains.
Can I restrict access to specific agents?#
Not currently - team access is project-wide.