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Members & Roles

A workspace can be shared with your team. Each member gets a role that decides what they can see and change, from read-only access to full control.

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The Four Roles

RoleBest forIn short
ViewerStakeholders who only need visibilityRead-only access
EditorPeople who build and maintain the botCreate and edit content, settings, and integrations
AdminTeam leads managing the workspaceEverything an Editor can do, plus members and billing
OwnerThe person who created the workspaceFull control, including deleting the workspace

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Role Hierarchy

Roles build on each other. A higher role can do everything the roles below it can, plus more: 
Viewer  →  Editor  →  Admin  →  Owner
(least)                         (most)

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What Each Role Can Do

CapabilityViewerEditorAdminOwner
View the knowledge base, widget, and conversations✅✅✅✅
View members, integrations, and the current plan✅✅✅✅
Upload and delete knowledge base content—✅✅✅
Scrape URLs and rebuild the knowledge base—✅✅✅
Edit widget settings and response preferences—✅✅✅
Connect, configure, and disconnect integrations—✅✅✅
Invite, remove, and change the role of members——✅✅
Manage the subscription (upgrade, billing portal)——✅✅
Transfer ownership of the workspace———✅
Delete the workspace———✅
Billing identifiers (such as Stripe IDs) are only visible to Admins and Owners. Viewers and Editors can see the plan and usage, but not the billing details.

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Inviting a Member

Send an invitation

An Admin or Owner invites someone by email and chooses the role to grant (Admin, Editor, or Viewer). The invitee receives an email with a secure link.
Invite member modal with an email field and a role selector
Invitation email with a secure link to join the workspace

The invitee reviews and accepts

The link opens a consent screen showing the workspace name, the offered role, and who invited them. After signing in to BestChatBot, they accept.
Consent screen showing the workspace name, offered role, and inviter before joining

They join the workspace

The new member appears in the Members list with the role you assigned. Admins can change a member’s role or remove them later.
Members list in the dashboard showing each member with their role
Your plan sets how many members you can invite. If the workspace is full, you’ll be prompted to upgrade before sending more invitations. See Pricing Plans.

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Ownership

Every workspace has exactly one Owner: the person who created it.
  • The Owner role can’t be assigned with a normal role change. To hand it over, the current Owner uses Transfer Ownership to promote an existing Admin.
  • The Owner can’t be removed or leave the workspace directly. They must transfer ownership (or delete the workspace) first.
  • Any other member can leave the workspace voluntarily at any time.

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Next Steps

Pricing Plans

See how many members each plan includes.

Manage Subscription

Upgrade your plan to add more seats.