> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bestchatbot.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Members & Roles

> Invite your team to a workspace and control what each person can do with roles.

# 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.

<Frame>
  <img src="https://mintcdn.com/bestchatbot/YGTok5EETDkINur7/images/members-overview.png?fit=max&auto=format&n=YGTok5EETDkINur7&q=85&s=dc4703af04591dd4b1906e044ff2b9bf" alt="The Members page listing each member with their role, operator status, and seats used" width="2538" height="537" data-path="images/members-overview.png" />
</Frame>

## The Four Roles

| Role       | Best for                              | In short                                              |
| ---------- | ------------------------------------- | ----------------------------------------------------- |
| **Viewer** | Stakeholders who only need visibility | Read-only access                                      |
| **Editor** | People who build and maintain the bot | Create and edit content, settings, and integrations   |
| **Admin**  | Team leads managing the workspace     | Everything an Editor can do, plus members and billing |
| **Owner**  | The person who created the workspace  | Full control, including deleting the workspace        |

## 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)
```

## What Each Role Can Do

| Capability                                         | Viewer | Editor | Admin | Owner |
| -------------------------------------------------- | :----: | :----: | :---: | :---: |
| 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                               |    —   |    —   |   —   |   ✅   |

<Note>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.</Note>

<Frame>
  <img src="https://mintcdn.com/bestchatbot/YGTok5EETDkINur7/images/members-role-tooltip.png?fit=max&auto=format&n=YGTok5EETDkINur7&q=85&s=5c05daa91c2a1c58a62c21f9be95aff5" alt="The Members page with the role helper tooltip open, summarizing what each role can do" width="828" height="672" data-path="images/members-role-tooltip.png" />
</Frame>

## Inviting a Member

<Steps>
  <Step title="Send an invitation" icon="envelope">
    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.

    <Frame>
      <img src="https://mintcdn.com/bestchatbot/2-SeFKQ-UujZE_r-/images/invite-modal.png?fit=max&auto=format&n=2-SeFKQ-UujZE_r-&q=85&s=d813a207acbb71eebf4b80fa9fd01e6a" alt="Invite member modal with an email field and a role selector" width="638" height="301" data-path="images/invite-modal.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/bestchatbot/2-SeFKQ-UujZE_r-/images/invitation-link-email.png?fit=max&auto=format&n=2-SeFKQ-UujZE_r-&q=85&s=9bef45aad056310dda0529244cbdf453" alt="Invitation email with a secure link to join the workspace" width="1594" height="782" data-path="images/invitation-link-email.png" />
    </Frame>
  </Step>

  <Step title="The invitee reviews and accepts" icon="user-check">
    The link opens a consent screen showing the workspace name, the offered role, and who invited them. After signing in to BestChatBot, they accept.

    <Frame>
      <img src="https://mintcdn.com/bestchatbot/2-SeFKQ-UujZE_r-/images/invitation-join-screen.png?fit=max&auto=format&n=2-SeFKQ-UujZE_r-&q=85&s=9bc3d896b0cebd6d532bd3c2bf5e6151" alt="Consent screen showing the workspace name, offered role, and inviter before joining" width="1111" height="442" data-path="images/invitation-join-screen.png" />
    </Frame>
  </Step>

  <Step title="They join the workspace" icon="users">
    The new member appears in the **Members** list with the role you assigned. Admins can change a member's role or remove them later.

    <Frame>
      <img src="https://mintcdn.com/bestchatbot/2-SeFKQ-UujZE_r-/images/members-invited-dashboard.png?fit=max&auto=format&n=2-SeFKQ-UujZE_r-&q=85&s=b4c721a40f0cef2b5c47c64dd446f6da" alt="Members list in the dashboard showing each member with their role" width="2493" height="607" data-path="images/members-invited-dashboard.png" />
    </Frame>
  </Step>
</Steps>

<Tip>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](/billing/pricing-plans).</Tip>

## 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.

## Next Steps

<CardGroup cols={2}>
  <Card title="Pricing Plans" icon="credit-card" href="/billing/pricing-plans">
    See how many members each plan includes.
  </Card>

  <Card title="Manage Subscription" icon="gear" href="/billing/manage-subscription">
    Upgrade your plan to add more seats.
  </Card>
</CardGroup>
