Manage Members

#Let's do it together!

#Step 1: Access Profile

Click your profile icon in the top right corner of the workspace.



#Step 2: Open Settings

Select Settings from the dropdown menu.



#Step 3: Navigate to Members

Select Members to view user roles.



#Step 4: Understand Roles

There are three different user roles: Primary Owner, Owner, and Member:

• Primary Owner: Can manage Members, manage Owners, manage billing, create and configure AI agents.
• Owner: Can manage Members, manage billing, create and configure AI agents. They cannot manage other Owners or the Primary Owner.
• Member: Cannot manage billing, or other member roles.



#Step 5: Manage Users

To manage a user, hover over their role and select the three dots.



#Step 6: Update Role

Select Update Role from the options, choose a new role from the dropdown, and click Update Role.



#Step 7: Transfer Ownership

Use the three dots while hover over the user to transfer ownership if needed.



#Step 8: Remove User

You can also remove the user account using the three dots while hover over the user role.





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