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Account, team & billing

Invite teammates and manage access

Give colleagues the workspace access they need and review it when roles change.

CCorthex product guidesUpdated October 23, 20262 min read
Where to find itSettings → team / organisation membership
In this article

Before you begin

Open workspace Settings or your personal profile, depending on the setting. Organisation membership and billing access depend on your role.

Example workspace · Demo data. Personal profile controls differ from agent branding and organisation billing. Select the image to enlarge it.
Staff profile settings showing display name, avatar and presence controls

Example workspace · Demo data. Personal profile controls differ from agent branding and organisation billing. Select the image to enlarge it.

Step by step

  1. 1

    Check your role

    Open the workspace’s membership controls with an account allowed to manage members.

  2. 2

    Invite the right address

    Use a work email and choose the offered role deliberately. Explain which workspace the invitation belongs to.

  3. 3

    Verify acceptance

    Have the colleague accept the invitation, select the workspace and confirm they can open the required screens.

  4. 4

    Review periodically

    Remove unneeded access through the supported membership controls when responsibilities or employment changes. Reassign active support work first.

Set up the workspace your team will share.

Every bot and resource belongs to an organisation workspace. This keeps teams and customer data separated when a person is part of more than one organisation.

Workspace versus bot: API keys, members, billing and webhooks belong to the workspace. A bot owns its model, knowledge, branding, embed settings and conversation behaviour.

  • Register or sign in: Use the public Sign up or Sign in action. Sign in with your email and password. Workspace administrators manage organisation access in Settings → Members.
  • Choose the organisation: Use the workspace switcher in the application header. Check this first whenever a bot or conversation seems missing.
  • Invite the right people: Go to Settings → Members to manage the people who should have access. Staff who answer visitors also need to complete their staff profile.
  • Set your preferences: Settings contains your account details, workspace language and connections. The widget language is configured per bot in Appearance.

Good to know

Access to the dashboard is different from a visitor’s contact record. Do not invite a customer just to answer their support chat.

Check the result

Confirm the saved change in the correct workspace. For payments or plan changes, review the actual confirmation and invoice in the billing portal.

Questions & troubleshooting

An invitee cannot find the workspace

Check the invited address, accepted account and selected organisation.

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