Members

Manage workspace membership, roles, and permissions. Control who has access to your workspace and what they can do within it. Members can collaborate on bots, access analytics, and contribute to your workspace based on their assigned role.

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User Roles and Permissions

There are three types of users in a QuickBot workspace:

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Admins

• Full workspace control: Can manage workspace settings and delete the workspace
• Member management: Can invite, remove, and change roles for other members
• Bot permissions: Full access to create, edit, publish, and delete bots
• Billing access: Can manage subscription, view usage, and handle payments
• Analytics access: View detailed analytics and export data

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Members

• Bot creation: Can create, edit, and collaborate on bots within the workspace
• Limited management: Cannot manage workspace settings or invite other members
• Analytics access: Can view bot performance and analytics
• Collaboration: Can work with other members and guests on shared projects

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Guests

• Bot-specific access: Must be invited to individual bots, not the entire workspace
• Limited scope: Can only access bots they’re specifically invited to collaborate on
• View or edit permissions: Can be granted view-only or edit access per bot
• No workspace access: Cannot see other bots or workspace-level information

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Workspace Members

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Members Table

The members table displays:

• Name: Member’s display name (if provided)
• Email: Member’s email address
• Role: Current role (Admin or Member)
• Status: Active (confirmed) or Pending (invitation sent but not accepted)
• Actions: Role management and removal options (for admins)

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Member Limits and Billing

Workspace member limits are determined by your billing plan:

• Free plan: Limited number of members
• Paid plans: Higher member limits or unlimited members
• Current usage: Displayed as “(current/limit)” in the interface

When you reach your member limit:

• An upgrade prompt will appear
• New invitations will be disabled until you upgrade
• An “Upgrade Plan” button provides quick access to billing options

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Inviting New Members

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Invitation Process

1. Access the invitation form (visible only to admins)
2. Enter email address of the person you want to invite
3. Select role from the dropdown (Admin or Member)
4. Click “Invite” to send the invitation

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Role Selection

When inviting members, you can choose:

• Admin: Full workspace access and management capabilities
• Member: Bot creation and collaboration access without administrative privileges

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Invitation Status

After sending an invitation:

• The invitation appears in the members table with “Pending” status
• The invitee receives an email with instructions to join
• Once accepted, the status changes to “Active”
• Pending invitations count toward your member limit

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Managing Existing Members

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Changing Member Roles

To modify a member’s role (admin only):

1. Click the actions menu (three dots) next to the member
2. Select the new role from the dropdown:
   • Admin: Promote to administrator
   • Member: Set as regular member
3. Changes take effect immediately

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Removing Members

To remove a member from the workspace:

1. Click the actions menu next to the member
2. Select “Remove” from the dropdown
3. Confirm the removal in the dialog

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Managing Pending Invitations

For pending invitations, you can:

• Change role: Modify the role before the invitation is accepted
• Cancel invitation: Remove the invitation entirely
• Resend invitation: Send the invitation email again (if supported)

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Billing and Plan Integration

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Member Limits by Plan

• Starter plans: Limited to a specific number of members
• Professional plans: Higher member limits
• Enterprise plans: Unlimited members or very high limits

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Upgrade Notifications

When approaching or reaching member limits:

• Alert banner: Appears at the top of the members list
• Invitation restrictions: New invitations are disabled
• Upgrade prompt: Direct link to billing and plan upgrade options

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Cost Considerations

• Per-seat billing: Some plans charge based on the number of active members
• Pending invitations: May count toward your member limit even before acceptance
• Role-based pricing: Different roles may have different costs (plan-dependent)

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Security and Access Control

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Administrative Privileges

Only workspace admins can:

• View the complete members list
• Send new member invitations
• Change member roles
• Remove members from the workspace

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Self-Management

• Profile updates: Members can update their own profile information
• Role restrictions: Members cannot change their own role or access administrative functions
• Self-removal: Members typically cannot remove themselves (admin action required)

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Audit and Tracking

• Member activity: Role changes and member additions/removals are logged
• Access tracking: Member login and activity may be tracked for security
• Invitation history: Records of sent invitations and their status

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Best Practices

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Role Assignment

• Principle of least privilege: Assign the minimum role needed for each member’s responsibilities
• Limited admins: Keep admin roles to trusted team members who need full access
• Regular review: Periodically review member roles and access levels

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Member Management

• Clear onboarding: Provide guidance to new members about workspace structure and processes
• Regular cleanup: Remove inactive members to maintain security and reduce costs
• Documentation: Keep records of who has access and why

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Security Considerations

• Email verification: Ensure invitations are sent to verified email addresses
• Role transitions: When team members change responsibilities, update their roles promptly
• Departure process: Remove access immediately when team members leave the organization