Team Management

The Team page allows you to collaborate with others by inviting team members to access your projects. Manage permissions, send invitations, and control access.

Accessing Team Management

1. Log in to your Chatim dashboard
2. Click Team in the navigation menu

Inviting Team Members

1. Click Invite Team Member
2. Select the project you want to grant access to
3. Enter the email address of the person you're inviting
4. Click Send Invitation

The invited person will receive an email notification. They must have or create a Chatim account to accept. You must be the project owner (admin) to invite others.

Team Roles

Admin

Project owners have full admin access:

• Can invite and remove team members
• Can modify all project settings
• Can view all visitors and conversations
• Can edit chatbot flows
• Can change billing settings

Manager

Invited team members receive manager access:

• Can view visitors and conversations
• Can respond to live chats
• Can view analytics
• Cannot modify project settings
• Cannot invite other members

Team Members Section

Shows all users who currently have access to your projects with their project, role (Admin or Manager), name, email, and actions.

Revoking Access

1. Find the team member in the list
2. Click Revoke Access
3. Confirm the action

You can only revoke access for members you invited. Project owners cannot have their access revoked.

Pending Invitations

Accepting an Invitation

1. Find the invitation in the Pending Invitations section
2. Click the green Accept button
3. The project will appear in your sidebar

Declining an Invitation

1. Find the invitation in the Pending Invitations section
2. Click the red Decline button
3. Confirm your decision

Canceling an Invitation (as Sender)

1. Find your sent invitation in the list
2. Click Cancel Invite
3. Confirm the cancellation

Notifications

Team members receive push notifications for:

• New visitor conversations (if enabled)
• Chatbot notification steps
• Live chat requests

To receive notifications, enable push notifications in your browser, stay logged into the Chatim dashboard, and keep the browser tab open or enable background notifications.

Best Practices

• Small Teams: Invite all members who need to respond to chats. Review team list monthly.
• Larger Teams: Be selective about access. Document who has access to which projects. Regularly audit unused access.
• Security: Only invite trusted members. Revoke access for departing employees immediately. Use work emails.
• Collaboration: Communicate response expectations. Set up notification preferences. Establish handoff procedures for live chats.

Troubleshooting

Invitation Not Received

1. Check the spam/junk folder
2. Verify the email address is correct
3. Cancel and resend the invitation

Cannot Accept Invitation

1. Ensure you're logged in with the invited email
2. Create an account if you don't have one
3. Check if the invitation was cancelled

Team Member Can't See Project

1. Verify the invitation was accepted
2. Check if access was revoked
3. Have them refresh their browser
4. Ensure they're logged in correctly