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 Team in the sidebar
2. View current members
3. Manage invitations

Roles & Permissions

Available Roles

Permission Matrix

Inviting Team Members

Sending Invitations

1. Go to Team in the sidebar
2. Click Invite Member
3. Enter email address
4. Select role
5. Click Send Invitation

The invitee receives an email with a link to join.

Invitation Status

Resending Invitations

1. Find the pending invitation
2. Click Resend
3. New email sent with fresh link

Managing Members

Changing Roles

1. Find the member in the list
2. Click the role dropdown
3. Select new role
4. Confirm change

Removing Members

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

Removed members:

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

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 Create Company
3. Follow the onboarding steps

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 →