Team & Members
Invite members and control page-level access to your AlonChat projects
Team & Members#
Add members to a project and control which dashboard pages each person can see and manage.
Accessing Members#
- Go to your project dashboard
- Click Settings in the sidebar
- Select Members
Roles and Access Presets#
Access in AlonChat is set per dashboard page. A role or preset is just a starting point for those page settings -- you can fine-tune any member afterward.
| Role / Preset | Who it's for |
|---|---|
| Owner | Full access to every page, including billing and project deletion |
| Admin | Full access to every page except project deletion |
| General Staff | Standard internal staff -- broad view access across most pages |
| Support Agent | Responder for support work (Activity, Help Desk, Human Review, Contacts) |
| Analyst | Reporting-focused access (Contacts, Analytics) |
| Help Desk Only | Just the Help Desk ticket queue, nothing else |
| Custom Role | Hand-pick the access level for each page |
There is no "Editor" or "Viewer" role -- access is expressed through these page-level presets instead.
Primary Owner#
A project always has one Primary Owner -- the account ultimately responsible for the project. Other members can be made Owner, but the Primary Owner is the canonical owner shown on the Members list. You can transfer this from the member's menu (Make Primary Owner).
Page-Level Access#
For each member, every dashboard page can be set to one of three levels:
| Level | Meaning |
|---|---|
| Hidden | The page is not visible to this member |
| View | The member can see the page but not make changes |
| Manage | The member can see and edit the page |
Presets (General Staff, Support Agent, etc.) simply fill in these levels for you. Choose Custom Role to set each page individually.
Pages you can control include Playground, Activity, Help Desk, Human Review, AI Assistant, Contacts, Sources, Analytics, Automations, Deploy, Review Center, and the project settings pages (General, Members, Queues, Plans, Billing, Audit Logs).
Access is project-wide but page-level: a member can reach every agent in the project, but only through the pages their access allows.
Help Desk Seat#
Each member has a per-member Help Desk seat toggle. Enable it to let that member be assigned tickets and handle Help Desk work. Help Desk seats are counted against your plan's seat limit.
Inviting Members#
Step 1: Open Members#
Navigate to Settings > Members.
Step 2: Send Invitation#
- Click Invite Member
- Enter their email address
- Choose a role or access preset
- Click Send Invite
Step 3: They Accept#
The invitee receives an email with a link to accept, the project name, and who invited them. They will need to create an AlonChat account if they do not have one.
Managing Members#
Changing Access#
- Find the member in the list
- Adjust their role/preset, or switch to Custom Role and set per-page levels
- Toggle their Help Desk seat if needed
- Changes take effect immediately
Removing Members#
- Find the member in the list
- Click Remove
- Confirm removal
Removed members lose access immediately and cannot see any project data. They 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
Seat Limits#
The number of seats allowed depends on your plan. The Members page shows your current usage (for
example, 3 / 5 seats). Check Settings > Billing for your limit.
Need more seats? Upgrade your plan or contact sales@alonchat.com.
Audit Logs#
Track what members do across the project:
- Go to Settings > Audit Logs
- View recent actions -- who made a change, what was changed, and when
Example 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 member
Best Practices#
- Minimum access -- Give each person the least access they need; start from the closest preset and tighten with Custom Role
- Regular audits -- Review the Members list periodically
- Remove promptly -- Revoke access when people leave
- Manage Help Desk seats -- Only enable Help Desk seats for people who actually work tickets, so you don't waste seats
Frequently Asked Questions#
Can I transfer ownership?#
Yes. Use Make Primary Owner from a member's menu to transfer the Primary Owner role, or contact support for help.
Who can access billing?#
Members whose access to the Billing page is set to View or Manage -- by default this is Owners and Admins.
Can I restrict access to specific agents?#
Not at the agent level. Access is project-wide, but you control it per page for each member, so you can hide pages a member shouldn't use.
What happens when I remove someone?#
They lose access immediately. Any data they created (sources, Q&A pairs, etc.) remains in the project.