Users & Invitations
Users are the people in your organization. This guide covers the whole life cycle: inviting someone, what they do to join, editing their roles, assigning them to a budget group, removing them, and leaving an organization yourself.
Who can manage users? Owners and Admins both invite people, edit roles and remove users. What stays with the Owner: granting or removing the Owner role, removing a user who is an Owner, transferring Billing, and deleting the organization. Everyone else can view the list only. See Roles & Permissions.
Where users live
Open your organization and go to the Users tab.
Open the Organization page → click your organization → Users tab.
The Users tab has two parts: the Organization Users list (people who already joined) and Pending Invitations (people who were invited but haven't joined yet).
Inviting a user
Step 1 — Click "Invite User"
On the Users tab, click Invite User. A dialog opens.
Step 2 — Fill in the invitation
| Field | Required | Notes |
|---|---|---|
| Yes | The email address of the person you're inviting. Must be a valid email. | |
| Roles | No | Tick any extra powers you want to grant. Leave everything unchecked for a regular user who just needs to chat with the agents you give them. Options depend on org type (Collective: Admin, Builder; Individual: Builder). An Admin can grant either of them; only Owner is out of reach, and it is granted by editing an existing user's roles rather than through an invitation. |
| Agents | No | Optionally pre-assign the person to specific agents so they have access the moment they join. |
Step 3 — Send it
Click Invite. The invitation is emailed to the recipient and now appears under Pending Invitations.
Example: Dina invites
budi@example.com, ticks Builder, and pre-assigns the WhatsApp Reminder agent. Budi will be able to build agents and immediately work on that one when he accepts.Example without a role: Dina invites
siti@example.com, leaves every role unchecked, and pre-assigns the Customer Support agent. Siti joins the organization and can chat with that agent — nothing more. This is the right shape for most people you invite.
What the invited person does
- The recipient gets an email with an invitation link.
- They click it and choose to Accept or Reject.
- On Accept, they're added to the organization with the roles (and any pre-assigned agents) you chose. If you chose no roles, they join as a regular user — the pre-assigned agents still work.
Managing pending invitations
In the Pending Invitations area you can search by email and filter by status: All, Pending, Accepted, Rejected, Revoked, Expired. For each pending invitation you can:
| Action | What it does | Note |
|---|---|---|
| Resend | Sends the invitation email again. | Only available 10 minutes after the last send, to prevent spamming. Owner or Admin. |
| Revoke | Cancels the invitation so the link no longer works. | Use this if you invited the wrong person. Owner or Admin. |
An invitation expires on its own after 7 days.
Finding people in the list
Above the Organization Users list you can search by name or email and filter by role. The role filter includes a No role option, which is how you find the regular users — the people who belong to the organization without any extra powers.
Users with no role show a No role marker where their role chips would be. That is a normal, complete state, not something waiting to be filled in.
Editing an existing user
Open a user's options in the list to manage them:
| Action | How | Who | Notes |
|---|---|---|---|
| Edit roles | Tick/untick roles, then save. | Owner, Admin* | You may save with nothing ticked — the person stays in the organization as a regular user. The Billing role is not changed here — see Billing & Credits. |
| Assign to a budget group | Pick a budget group for the user. | Owner, Admin | Caps their monthly credit — see Budget Groups. Works for users with no role too. |
| Remove from budget group | Unassigns the user. | Owner, Admin | They fall back to the organization default. |
| Remove user | Removes the person from the organization. | Owner, Admin** | They immediately lose all access — see below. |
* An Admin can change any role except Owner — it can neither be granted nor taken away by an Admin, which is also why an Admin cannot promote itself.
** An Admin can remove anyone except a user who holds Owner.
You can also click Download User CSV to export the current (filtered) user list — useful for audits or sharing with HR.
Clearing every role is not the same as removing someone. A user with no roles is still in the organization and can still use the agents they're assigned to. To take their access away, remove them.
Removing a user
Removing someone withdraws their access straight away:
- Their access to chat with the organization's agents is withdrawn.
- Their permission to configure those agents is withdrawn.
- Any connected-app authorizations they held for those agents are revoked.
- A billing-role transfer still waiting for them is cancelled.
Their history stays — past conversations and credit-usage records are kept for the organization's reports. Re-inviting the person later adds them back as a new organization user; it does not restore their old agent access, so pre-assign the agents again.
You can't remove the person who holds the Billing role. Transfer billing to someone else first. You also can't remove the last Owner.
Leaving an organization
Any user can leave an organization they no longer need access to:
- Open the organization and click Leave.
- Confirm in the dialog.
Leaving withdraws your access exactly the same way removal does.
You can't leave if: you are the only Owner of the organization, or you currently hold the Billing role. Hand those over first (transfer billing; promote another Owner) and then leave.
Next step
Control how much credit each team can spend: Budget Groups.