Team Management
Invite team members and manage access.
Collaborate with your team by inviting members to your Grounded workspace.
Inviting Team Members
- Go to Settings > Team
- Click Invite Member
- Enter their email address
- Select their role
- Click Send Invite
They'll receive an email with instructions to join.
Roles & Permissions
Admin
Full access to everything:
- Manage billing and subscription
- Invite and remove team members
- Create and delete chatbots
- Access all settings
- View all conversations
Member
Standard access:
- View and manage assigned chatbots
- View conversations
- Manage sources
- Handle handoffs
Cannot:
- Manage billing
- Invite team members
- Delete chatbots
Viewer
Read-only access:
- View conversations
- View analytics
- View sources
Cannot:
- Make any changes
- Handle handoffs
Managing Members
Changing Roles
- Go to Settings > Team
- Find the team member
- Click the role dropdown
- Select the new role
Removing Members
- Go to Settings > Team
- Find the team member
- Click the menu (three dots)
- Select Remove from team
- Confirm removal
Removed members immediately lose access. Any handoffs assigned to them should be reassigned.
Team Limits
Team member limits depend on your plan:
| Plan | Team Members |
|---|---|
| Starter | 2 |
| Pro | 5 |
| Business | Unlimited |
Best Practices
Role Assignment
- Use Admin sparingly (1-2 people)
- Use Member for support staff
- Use Viewer for stakeholders who need visibility
Offboarding
When someone leaves your team:
- Remove them from Grounded immediately
- Reassign their handoffs
- Review any API keys they created
- Update any shared credentials
Security
- Use strong, unique passwords
- Enable two-factor authentication (coming soon)
- Review team access quarterly