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Team Management

Invite team members and manage roles for your RKT workspace

Team Management

Invite team members to help manage chatbots and handle conversations. Go to Settings > Team.

Roles

RoleIntended access
OwnerFull access — billing, team management, all features
AdminManage chatbots, knowledge sources, settings. No billing or team management
AgentHandle inbox conversations, view analytics. Cannot modify chatbot settings
ViewerRead-only access to analytics and conversations

Inviting Members

  1. Go to Settings > Team
  2. Enter their email address
  3. Select a role (Admin, Agent, or Viewer)
  4. Click Invite

Invited members appear in the list with a Pending badge.

Managing Members

  • Change role — Use the role dropdown next to each member
  • Remove — Click the trash icon to remove a member

Note: Email delivery of invitations and role-based permission enforcement are not yet active — today the Team page manages your member list and roles. Contact support@getrocketflow.io if you need multi-user access for your workspace now.

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