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Features

Invite Members

Managing seats and member roles in your chat instance

Managing seats and member roles in your chat instance

Managing seats and member roles in your chat instance is crucial for effective operation and control.

Available Seats in a Chat Instance

By default, each chat instance comes with default available seats (the number of seats varies in different plans). The instance owner, who is the creator of the chat instance, automatically occupies one seat. This leaves a certain number of additional seats that the owner can utilize to invite other members.

Managing seats and member roles in your chat instance

Invite Members

To invite new members, follow these steps:

  • Go to Members page
  • Click Add members
  • Enter the member email you want to add. One email per line
  • Click Add members

Managing seats and member roles in your chat instance

Managing seats and member roles in your chat instance

After that, the invited email will receive an invitation to join your chat instance:

Managing seats and member roles in your chat instance

Adding More Seats

If your requirement exceeds the default number of seats provided in your plan, you can purchase additional seats by:

  1. Navigate Members page
  2. Click ‘Buy More Seats
  3. Choose the number of seats you want to buy. One email added will be counted as 1 seat.

Managing seats and member roles in your chat instance

Member Roles

There are two categories of member roles within your chat instance:

Admin Role

Members assigned the Admin role have access to the Admin Panel, which gives them complete control over the chat interface:

  1. Navigate Members page
  2. Click to the Dropdown button right next to each member email
  3. Select ‘Update Roles
  4. Choose 'Admin'

Managing seats and member roles in your chat instance

Content Moderator Role

Members assigned the Content Moderator role can only upload training data (upload files or connect external sources):

  1. Navigate Members page
  2. Click to the Dropdown button right next to each member email
  3. Select ‘Update Roles
  4. Choose 'Content Moderator'

Managing seats and member roles in your chat instance

User Role

Members are not assigned to any role only have access to the chat interface, interact with it and cannot log into the Admin Panel.

Manage User Access

Want to restrict features for a certain group of users? Set tags for your members!

Open Public Access for all users? Check it out: Access Control