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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
Guest access is managed at the bot level through individual bot collaboration settings, not through workspace member management.

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Workspace Members

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)
  • Invite link: Option to resend the invitation email (for pending members)
  • Actions: Role management and removal options (for admins)
Workspace member limits are determined by your billing plan.
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

  1. Enter email address of the person you want to invite.
  2. Select the role from the dropdown.
  3. Click “Invite” to send the invitation.
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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Actions for Admins

As an admin, you can manage member roles and remove members from the workspace. Use the actions menu (three dots) next to each member to access these options.
Immediate Effect: Removing a member immediately revokes their access to the workspace, all bots, and associated data. They will no longer be able to access any workspace resources.