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    • Introduction
      • Quick Start (React Native)
      • Quick Start (Website)
      • React Native Configuration
      • Overview
      • npm & React
      • Options Reference
      • WordPress
      • React Native Widget
      • Headless SDK
      • Theming
      • Context
      • Navigation
      • External Navigation
      • Handling Tools
      • Voice Chat
      • Sub-Projects
      • Error Handling
      • CLI
      • Dashboard
      • Onboarding
      • Invitations
      • Billing
      • Usage
      • Settings
      • Sign-in & Account
      • Dashboard Assistant
        • Project
        • Overview
        • Conversations
        • Chat Test
        • Sub-Projects
        • Analysis
        • Unanswered Questions
        • Insights
        • Configuration
        • AI Behavior
        • Members
        • Documents
          • Overview
          • Create with AI
          • Versions
          • Response Channel
        • Action Logs
        • Navigation Rules
        • External Destinations
        • Chat Theme
        • PII Masking
        • Websites
        • Mobile Apps
        • API Keys
        • Project Settings
      • API Key Security

    On This Page

    • Roles
    • Seats
    • Invitation Lifecycle
    Question? Give us feedback Edit this page 
    DashboardInside a ProjectMembers

    Members

    Project membership controls who can see and modify this project. Every member has a role; the role decides which actions they can perform.

    Roles

    RoleWhat they can do
    OwnerFull access to everything, including deleting the project. This is the account that created the project — it isn’t assigned or transferred through the Members page.
    AdminCan manage members and settings — project, document, conversation, analytics, tools, and sub-project management.
    ViewerCan view project data only — read conversations, see analytics, inspect tools, but can’t change anything.

    Invitations offer a choice of Admin or Viewer. Once someone has joined, their role can be switched between Admin and Viewer from the members list.

    Seats

    The Members page shows a seat counter (“Seats used / limit”) against your plan’s member cap, with an upgrade prompt once you’ve reached it. See Billing for plan details.

    Invitation Lifecycle

    Invitations are sent by email and also surface in the invitee’s Invitations page. Pending invitations can be cancelled or resent; if an invitation’s email failed to send, the page shows a warning so you know to resend it.

    When you change a member’s role, the change applies on their next request — no re-login required. When you remove a member, their access revokes immediately.

    Last updated on October 1, 2026
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