> ## Documentation Index
> Fetch the complete documentation index at: https://sitegpt.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.
# Members
> Collaborate with your team by inviting members with different access levels to your chatbot
Use the Members feature to invite team members to collaborate on your chatbot. Assign different roles to control what each member can access and modify.
## Member roles
SiteGPT offers four member roles with different permission levels:
### Agent
**Permissions:**
* View and respond to chat history
* Access lead information
* Cannot invite other members
* Cannot modify chatbot settings
**Best for:** Customer support team members who need to handle conversations and view leads.
### Manager
**Permissions:**
* All Agent permissions
* Edit chatbot settings and content
* Manage training data and integrations
* Invite Agents
* Cannot invite other Managers or Admins
**Best for:** Team leads who need to configure the chatbot and manage support agents.
### Admin
**Permissions:**
* All Manager permissions
* Invite and remove Managers and Agents
* Invite other Admins
* Cannot invite Super Admins
* Cannot delete the chatbot
**Best for:** Department heads or project managers who need full control over team access.
### Super admin
**Permissions:**
* Full access to everything
* Can delete the chatbot
* Highest level of control
**Best for:** Chatbot owners or senior administrators who need complete control.
The chatbot creator is automatically assigned the Super Admin role and cannot be removed from the chatbot.
## Inviting members
1. Navigate to your chatbot dashboard
2. Select **Members** from the Advanced section in the sidebar
3. Enter the team member's email address
4. Select their role from the dropdown menu
5. Click **Send Invite**
The invited member will receive an email with a magic link to access the chatbot. They'll need to click the link to accept the invitation and gain access.
Members don't need to create a separate account. They can access the chatbot using the magic link sent to their email.
## Member quotas
Your plan includes a specific number of team members. The member quota applies across all chatbots you own:
* **Starter:** 1 member (you)
* **Growth:** 4 members
* **Scale:** 10 members
* **Enterprise:** Up to 1,000 members
Member quotas count unique team members across all your chatbots. If you invite the same person to multiple chatbots, they only count as one member toward your quota.
## Managing members
### Viewing members
The Members page displays:
* **Active members:** Team members who have accepted invitations
* **Pending invitations:** Invites that haven't been accepted yet
Each member listing shows:
* Name or email address
* Profile picture (if set)
* Assigned role
* Remove/Leave button
### Changing member roles
To change a member's role:
1. Remove the member from the chatbot
2. Send a new invitation with the desired role
You cannot directly change a member's role. You must remove and re-invite them with the new role.
### Removing members
To remove a member:
1. Navigate to **Members** in your chatbot dashboard
2. Find the member you want to remove
3. Click **Remove** next to their name
4. Confirm the removal
Removed members immediately lose access to the chatbot and cannot view chat history, leads, or settings.
### Leaving a chatbot
If you're a member (not the owner) and want to leave a chatbot:
1. Navigate to **Members**
2. Find your own entry in the member list
3. Click **Leave**
4. Confirm you want to leave
Once you leave a chatbot, you cannot rejoin unless the owner or an admin sends you a new invitation.
### Canceling pending invitations
To cancel an invitation that hasn't been accepted:
1. Navigate to **Members**
2. Scroll to the **Pending Invitations** section
3. Find the invitation you want to cancel
4. Click **Delete** next to the invitation
## Role permissions matrix
| Permission | Agent | Manager | Admin | Super Admin |
| ---------------------- | ----- | ------- | ----- | ----------- |
| View chat history | ✓ | ✓ | ✓ | ✓ |
| Respond to chats | ✓ | ✓ | ✓ | ✓ |
| View leads | ✓ | ✓ | ✓ | ✓ |
| Edit chatbot settings | ✗ | ✓ | ✓ | ✓ |
| Manage training data | ✗ | ✓ | ✓ | ✓ |
| Configure integrations | ✗ | ✓ | ✓ | ✓ |
| Invite Agents | ✗ | ✓ | ✓ | ✓ |
| Invite Managers | ✗ | ✗ | ✓ | ✓ |
| Invite Admins | ✗ | ✗ | ✓ | ✓ |
| Remove members | ✗ | ✗ | ✓ | ✓ |
| Delete chatbot | ✗ | ✗ | ✗ | ✓ |
## Best practices
Give team members the lowest role that allows them to do their job. This reduces the risk of accidental changes to important settings.
Customer support representatives typically only need Agent access to view and respond to conversations.
Only assign Super Admin to trusted individuals who need the ability to delete the chatbot.
Periodically audit your member list and remove team members who no longer need access.
Follow up on pending invitations that haven't been accepted after a few days. The recipient may not have received the email.
## Common use cases
### Customer support team
```
Team Structure:
- Support Manager (Manager role)
- Support Agents (Agent role)
The manager configures the chatbot and manages training data.
Agents handle customer conversations and view lead information.
```
### Marketing and sales team
```
Team Structure:
- Marketing Director (Admin role)
- Content Manager (Manager role)
- Sales Representatives (Agent role)
The director manages team access and high-level strategy.
The content manager updates chatbot content and responses.
Sales reps engage with leads and track conversations.
```
### Multi-department collaboration
```
Team Structure:
- IT Administrator (Super Admin role)
- Department Heads (Admin role)
- Team Leads (Manager role)
- Team Members (Agent role)
Clear hierarchy ensures proper access control across departments.
```
## Troubleshooting
* Check that the email address is correct
* Ask them to check spam/junk folders
* Resend the invitation by deleting the pending invite and creating a new one
* Verify your email sending quota hasn't been exceeded
You've reached your plan's member quota. Options:
* Remove inactive members to free up slots
* Upgrade to a higher plan with more member slots
* Contact support for custom enterprise limits
* Remove the member from the chatbot
* Send a new invitation with the correct role
* Confirm they accept the new invitation
The chatbot creator (Super Admin) cannot be removed. To transfer ownership:
* Create a new chatbot under the desired owner's account
* Migrate content and settings to the new chatbot
* Delete the old chatbot if needed
## Member quota across chatbots
Member quotas are calculated based on unique email addresses across all chatbots you own:
**Example:**
* You own 3 chatbots
* You invite [john@example.com](mailto:john@example.com) to all 3 chatbots
* This counts as **1 member** toward your quota
**Another example:**
* You own 2 chatbots
* Chatbot A has: [john@example.com](mailto:john@example.com), [jane@example.com](mailto:jane@example.com)
* Chatbot B has: [jane@example.com](mailto:jane@example.com), [bob@example.com](mailto:bob@example.com)
* Total unique members: **3** (john, jane, bob)
## Related features
* [Human support](/features/human-support) - Configure how team members receive escalated conversations
* [Chat history](/navigating-your-chatbot/chat-history) - View and manage conversations
* [Leads](/navigating-your-chatbot/leads) - Access lead information collected by your chatbot
* [Profile](/navigating-your-account/profile) - Manage your personal account settings