Team Management
Invite team members and manage roles and access to your AlonChat 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 permissions except deleting the project |
| Editor | Content management | Edit agents, sources, and settings |
| Viewer | Read-only access | View only, cannot make changes |
Permission Details#
| Permission | Owner | Admin | Editor | Viewer |
|---|---|---|---|---|
| View agents and conversations | Yes | Yes | Yes | Yes |
| Edit knowledge sources | Yes | Yes | Yes | No |
| Modify agent settings | Yes | Yes | Yes | No |
| Manage team members | Yes | Yes | No | No |
| Access billing | Yes | Yes | No | No |
| Delete project | Yes | No | No | No |
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 an optional message
- Click Send Invite
Step 3: They Accept#
The invitee receives an email with:
- A link to accept the invitation
- The project name and who invited them
- Their assigned role
They will need to create an AlonChat account if they do not have one.
Managing Members#
Changing Roles#
- Find the member in the list
- Click the role dropdown
- Select a new role
- Changes take effect immediately
Removing Members#
- Find the member in the list
- Click Remove
- Confirm removal
Removed members:
- Lose access immediately
- Cannot see any project data
- Would need a new invitation to rejoin
Pending Invitations#
View invitations that have not been accepted:
| Status | Meaning |
|---|---|
| Pending | Invitation sent, awaiting response |
| Expired | Over 7 days old, needs to be resent |
Actions#
- Resend -- Send a reminder email
- Cancel -- Revoke the invitation
Team Limits#
The number of team members allowed depends on your plan. Check your current plan's details in Settings > Billing to see your team member limit.
Need more seats? Upgrade your plan or contact sales@alonchat.com.
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:
Mar 15, 3:45 PM - maria@company.com changed AI model settings
Mar 15, 2:30 PM - john@company.com added 5 Q&A pairs
Mar 15, 1:15 PM - sarah@company.com invited new team member
Best Practices#
Role Assignment#
- Admins: People you trust completely who need billing access
- Editors: Day-to-day team members who manage content
- Viewers: Stakeholders who need visibility but should not make changes
Security Tips#
- Minimum privileges -- Give the least access needed for each person's role
- Regular audits -- Review the team list quarterly
- Remove promptly -- Revoke access when people leave the team or organization
- Strong passwords -- Ensure all team members use secure credentials
Larger Teams#
For teams with many members:
- Use consistent role assignments across the team
- Document who has what access and why
- Consider your project structure carefully
Frequently Asked Questions#
Can I transfer ownership?#
Yes, contact support to transfer project ownership to another team member.
Can team members access billing?#
Only Owners and Admins can view and manage billing settings.
What happens when I remove someone?#
They lose access immediately. Any data they created (sources, Q&A pairs, etc.) remains in the project.
Can I restrict access to specific agents?#
Not currently. Team access is project-wide -- all members with the appropriate role can access all agents in the project.