Teams

Working with teams in ChatBotKit is straightforward and designed to help you organize collaborators around your AI projects. Whether you're coordinating with colleagues on bot development or managing access for client projects, teams provide a simple way to bring people together.

How Teams Work

Think of teams as organized groups within your ChatBotKit account. When you create a team, you're essentially setting up a collaborative space where you can invite others to work alongside you. It's important to understand that when someone joins your team, they get full administrative access to your account - just like having another set of admin keys.

This might sound broad, but it's intentionally designed this way to keep collaboration simple. Rather than juggling complex permissions, everyone on your team can access and work with all your bots, datasets, and other resources. If you need more granular control over what people can access, that's where ChatBotKit's dedicated portals come in handy.

The Team Structure

Every team has an owner (that's you when you create it) and members (the people you invite). As the owner, you control who gets added or removed, and you can update the team's details. Members get to participate fully in your ChatBotKit workspace, with the same access privileges you have.

Setting Up Your First Team

Creating a team is as easy as filling out a simple form. Head over to the Teams section in your dashboard and click "Create Team." You'll want to give your team a meaningful name - something that clearly identifies its purpose like "Marketing Team" or "Client Project Alpha."

The description field is optional, but it's helpful for keeping track of what each team is for, especially as you create more teams over time. You can always come back and update these details later if your team's focus changes.

Adding Team Details

When setting up your team, you can include:

• A clear, descriptive name that makes sense to you and your collaborators
• A helpful description explaining the team's purpose or project focus
• Custom metadata if you need to track additional organizational information

Once you save your team, it's ready for members!

Bringing People Into Your Team

Adding members to your team is straightforward, but there are a few things to keep in mind. The most important thing is that anyone you want to add must already have their own ChatBotKit account. You can't create accounts for people through the team invitation process - they need to sign up independently first.

How to Add Someone

Once you're on your team's page, look for the "Add Member" button in the Team Members section. You'll enter their email address (the same one they used to create their ChatBotKit account), and they'll be added to the team right away.

There's no complex invitation workflow or approval process - if they have an account and you enter the right email, they're in. They'll immediately have full access to everything in your account, so make sure you trust them with that level of access.

When Someone Needs to Leave

Removing team members is just as straightforward. Find their email in the member list and click the "Delete" button next to their name. Once you confirm the removal, they'll lose access to your account immediately.

Understanding Access Levels

Here's where teams differ from some other collaboration tools you might be used to: everyone on your team gets the same level of access. There are no "viewer" or "editor" roles - every team member can do everything you can do. They can:

• Create, modify, and delete bots
• Access all your datasets and files
• Change account settings (if you give them admin privileges)
• Add or remove other team members (if you give them admin privileges)
• Access billing and subscription information

This all-or-nothing approach keeps things simple, but it also means you should be thoughtful about who you invite. Only add people who truly need full administrative access to your ChatBotKit account.

Your Role as Team Owner

As the person who created the team, you have some special privileges that regular members don't have. You can add new people, remove existing members, update the team's name and description, and even delete the entire team if needed.

Think of yourself as the team administrator - you're responsible for keeping the team membership current and making sure the right people have access. Since everyone gets full admin privileges, it's worth doing periodic reviews to make sure your team list stays accurate.

Making the Most of Teams

Keep Things Organized

Give your teams names that make sense six months from now. "Project Alpha" might be clear today, but "Mobile App Launch Team" will be clearer later. Same goes for descriptions - a few words about the team's purpose can save confusion down the road.

Be Mindful of Access

Remember that team membership grants full administrative access to your entire ChatBotKit account. This includes all your bots, datasets, billing information, and account settings. Only invite people who need this level of access and who you trust with sensitive account information.

Regular Check-ins

It's a good practice to review your team membership periodically. People change roles, leave projects, or move to different organizations. Keeping your teams current isn't just about organization - it's about account security too.

Communication is Key

Make sure new team members understand what access they're getting. Since they'll have full admin rights, they should know they can make significant changes to your account. Setting expectations upfront helps prevent accidental modifications.

When Things Don't Work as Expected

Sometimes you might run into issues with team management. Here are the most common problems and how to resolve them:

"A team member says they can't access anything"

First, verify they were actually added to the team successfully - check your team member list to make sure they appear there. If they do, have them log out and log back in to refresh their account permissions. Second, they must switch to the correct team context in their dashboard. If they still can't access your resources. The button to switch teams is in the top-right corner of the dashboard under the user profile menu.

"I don't see my team anywhere"

Make sure you're looking in the right place - teams appear in the Teams section of your dashboard. If you just created the team, try refreshing the page. If you're still not seeing it, double-check that the team creation process completed successfully.

"Someone left but they still have access"

This can happen if they weren't properly removed from the team. Go to your team member list and make sure their email is no longer listed. If they're still there, remove them again and confirm the deletion.

For any persistent issues, our support team is happy to help troubleshoot team management problems.