Team Management

Collaborate with your team by inviting members and assigning appropriate roles.

Team Overview

Each company in ChatReact can have multiple team members with different access levels.

Accessing Team Settings

1. Click Company in the sidebar
2. Open the Team tab
3. Switch between the Team Members and Pending Invitations sub-tabs

The Team tab also shows at a glance how many members hold each role.

Roles & Permissions

Available Roles

Permission Matrix

A few special rules apply:

• Only the Owner can grant or revoke the Admin role.
• The Owner role cannot be assigned to anyone else.
• Billing is not managed per company — the subscription belongs to the Owner's account. See Billing.

Inviting Team Members

Sending Invitations

1. Go to Company → Team tab
2. Click Invite Member
3. Enter email address
4. Select role
5. Click Send Invite

The invitee receives an email with a link to join. To accept, they must log in or register with the exact email address the invitation was sent to.

Invitation Status

The Pending Invitations sub-tab lists each open invitation along with who sent it and when it expires:

Once an invitation is accepted, it disappears from this list and the new member appears under Team Members.

Resending Invitations

1. Open the Pending Invitations sub-tab
2. Click Resend
3. New email sent with fresh link

Cancelling Invitations

1. Open the Pending Invitations sub-tab
2. Click the trash icon next to the invitation
3. Confirm — the invitation link stops working immediately

Managing Members

Changing Roles

1. Find the member in the Team Members list
2. Select the new role from the dropdown next to their name

The Owner's role cannot be changed, and only the Owner can promote a member to Admin or change an existing Admin's role.

Removing Members

1. Find the member
2. Click the trash icon
3. Confirm removal

Removed members:

• Lose access immediately
• Cannot see company data
• Can be re-invited later

You cannot remove the Owner, or yourself.

Company Settings

The Company Settings tab — the first tab on the same Company page — is where Owners and Admins manage the company profile.

Company Profile

Click Edit Company to change:

• Company name
• Website — also used for extracting your brand colors
• Company description

Logo

Upload a logo with the upload button on the logo placeholder. Recommended: a square image of at least 200×200 px (JPG, PNG, GIF, WebP or SVG, max. 5 MB). You can remove an uploaded logo at any time with Remove.

Brand Colors

Set a primary and secondary color for your brand:

• Click Edit to pick the colors manually
• If your website is set, click Extract from Website to detect your brand colors automatically

Notification Email

Set the email address that receives chat review notifications for this company. If no address is saved, these notifications are not sent.

Danger Zone

Owners can permanently delete the company at the bottom of the Company Settings tab:

1. Click Delete Company
2. Type the company name to confirm
3. Click Confirm Delete

Multiple Companies

Switching Companies

If you belong to multiple companies:

1. Click the company name in the sidebar
2. Select another company
3. Dashboard switches to that company

Creating Additional Companies

1. Click the company dropdown
2. Click + Company at the bottom of the list
3. Complete the company creation form

Best Practices

1. Least privilege: Assign the minimum role needed
2. Regular audits: Review member access periodically
3. Remove promptly: Remove members who leave the team
4. Use descriptive emails: Business emails help identify members
5. Document roles: Make sure team knows their permissions

Next Steps

• Account Settings →
• Billing →
• Dashboard Overview →