Managing Members

TL;DR:

• Invite team members via email from Workspace Settings → Members.
• Assign one of 4 roles (Owner, Admin, Editor, Viewer) to control access.
• Only Owners can manage roles and remove members.

Overview

TeleGo is designed for teamwork. You can invite multiple members to your organization, allowing them to collaborate on bots, scenarios, and CRM data without sharing account credentials.

How it works

Inviting Members

To add a new member to your team:

1. Go to Workspace Settings → Members.
2. Click Invite Member.
3. Enter their Email Address and select a Role.
4. The user will receive an email with an invitation link.

TIP

Invitations are valid for 7 days. You can resend or cancel a pending invitation at any time from the "Pending Invites" tab.

Changing Roles

You can update a member's role at any time to adjust their level of access.

1. Locate the member in the list.
2. Click the Edit icon next to their current role.
3. Select the new role and save changes.

WARNING

You cannot change your own role. Another Owner must perform this action if needed.

Removing Members

If a team member no longer needs access:

1. Find the member in the list.
2. Click Remove (trash icon).
3. Confirm the action.

All their personal data associated with the organization will be disconnected, but the bots and scenarios they created will remain in the workspace.

In the UI

• Location: Workspace Settings → Members
• Main controls:
  • Invite Member — Start the invitation flow.
  • Members List — View active participants and their roles.
  • Pending Invites — Manage sent invitations that haven't been accepted yet.

Seat Limits

Depending on your Billing Plan, there are limits on the number of members you can have in an organization:

• Starter: 1 member (Owner only).
• Pro: 1 member (Owner only).
• Business: Up to 10 members.

INFO

Pro plan is designed for individual power users who need more AI tokens and higher limits, while Business plan is for teams and collaborations.

FAQ

• Q: Can a user belong to multiple organizations?
  A: Yes. Users can switch between organizations using the organization switcher in the top navigation bar.

• Q: Must the invited user already have a TeleGo account?
  A: No. If they don't have an account, they will be prompted to create one during the invitation acceptance flow.

Related Pages

• Roles & Permissions
• Subscription & Limits