Team Management
Inviting Users
Learn how to invite users to your DocuChat team and manage their access effectively.
Team Features Overview
DocuChat's team features allow you to collaborate effectively on chatbot management. With a Pro subscription, you can invite team members to work together on your chatbots. Team members can:
- Collaborate on chatbot creation and management
- Share chatbots within your organization
- Access chatbots behind a secure login screen
- Manage shared knowledge bases
How to Invite Users
Navigate to the "Team" section on your dashboard. Click the "Add Users" button in the top right to open the invitation window.
- Enter Email Addresses: In the "Users" text field, enter the email addresses of the people you want to invite. You can add multiple email addresses by entering each one on a new line.
- Select Role: From the "Role" dropdown menu, choose between "Member" or other available roles. The role determines what permissions and access level the user will have in your organization.
- Send Invites: Click the teal "Add Users" button at the bottom to send the invitations. Each invited user will receive an email with instructions to join your team.
You can manage existing team members and revoke access anytime through the Team dashboard.
Team features are available on Pro plans and above. Enterprise plans offer as many team seats as you need.