Manage Team

Manage Team

Add team members, assign the right roles, and manage multiple organizations from a single account.

Invite New Members

1. Go to Settings → Team.

2. Click Invite Member and enter the person’s email address.

3. Select the appropriate role for this member (see Role Assignment below).

4. Click Send Invitation. The invitee will receive an email with a link to join your organization.

Note

Invitation links expire after 48 hours. If a member did not receive the email, check the spam folder or resend the invitation.

---

Role Assignment

Assign roles based on each member’s responsibilities. Use the least-privileged role that covers what they need to do.

Team Member	Recommended Role	What They Can Do
Team lead / account owner	Owner / Admin	Full access: settings, billing, team management, all channels
Customer support agent	Agent	Handle conversations, view analytics, use Test Bot
Marketing / content team	Member	View conversations and analytics (read-only)

---

Change Member Role

1. Go to Settings → Team.

2. Click the ··· menu next to the member’s name.

3. Select Change Role and choose the new role, then confirm.

---

Remove Member

1. Go to Settings → Team.

2. Click the ··· menu next to the member’s name.

3. Select Remove Member and confirm. The member will immediately lose access to the organization.

Caution

Removed members cannot access any data from the organization. Make sure to transfer ownership of any critical conversations or documents before removing someone.

---

Multi-Organization

If you manage multiple brands or clients, Clienta.ai supports multiple organizations under one account.

• Org Switcher — Switch between organizations from the top navigation bar without logging out.
• No re-login required — Your session carries across all organizations you belong to.
• Data isolation — Each organization has completely separate data: knowledge base, conversations, channels, and settings.
• Per-org roles — A person can have different roles in different organizations (e.g., Owner in one, Agent in another).

To create a new organization, click your organization name in the top navigation and select Create New Organization.