Team Management

Viewing and searching team members

The Team page (Management → Team) shows everyone in your organisation.

Stat card

Team Members — total number of people in the organisation (updates dynamically when a search filter is applied).

Searching

Use the search bar (top-right of the toolbar) to filter by:

• First or last name
• Job title / position
• Role (admin, supervisor, user)
• User ID

Opening a profile

Click any row in the team table to open a side panel showing that member's full profile. Admins can make changes from this panel and save them.

Refreshing the list

Click the ↻ (Refresh) button in the page header to reload the list without a full page refresh.

Inviting new team members

Admins can invite colleagues to join the organisation directly from the Team page.

Steps

1. Click the Einladen (Invite) button in the page header.
2. A slide-out panel opens on the right.
3. Enter the person's email address.
4. Choose their role:
   • Admin — full access, can configure integrations, agents, widget, and manage the team.
   • Supervisor — elevated access, can review conversations and feedback.
   • User — standard access, can use chat.
5. Click Einladung senden (Send Invitation).

The invited person receives an email with a Magic Link to sign in and join the organisation.

If the email address is not valid, an error message is shown beneath the input field. The send button is disabled until the issue is corrected.

Removing team members

Admins can remove one or more members from the organisation.

Steps

1. On the Team page, check the checkboxes next to the member(s) you want to remove.
2. A Delete button appears in the toolbar showing the number of selected members.
3. Click the button.
4. A strict confirmation dialog asks you to confirm the action — type the required confirmation text to proceed.
5. Click Confirm. The selected members are removed and the list refreshes.

This action requires admin privileges. Non-admin users do not see the delete button.