Managing Team

Gleen AI allows for straightforward addition of team members to help manage your organization account, supporting multiple roles with distinct capabilities.

Roles Overview

There are two main roles you can assign when adding a teammate:

• Admin:

  • Can create new bot profiles, switch profiles, and access company analytics, billing, and manage the team.

  • Have access to all bot profiles.

• Member:

  • Limited to accessing features within the assigned bot profile.

  • Cannot access billing, company analytics, or create new bot profiles.

Admins have the capability to add new Admins or Members.

Adding a New Team Member

To add a new team member, follow these steps:

1. On the Dashboard, navigate to: Settings -> Manage Team.

Screenshot showing the "Manage Team" setting.

1. Send an invite to the teammate you want to add.

   • Enter the teammate's email address.

   • Select the desired role (Admin or Member) from the dropdown menu.

   • Select the Bot Profile you want them to manage.

   • Click "Send Invite".

   

   Sending invite to team member
2. Once the invite is accepted, the new team member will be able to access the dashboard for the Bot Profile they have been assigned.

Modifying Team Member Roles

Only an Admin can change the roles of other Admins or Members.

1. Navigate to the Manage Team settings page.

2. Locate the team member in the "Manage your existing team & permissions" section.

3. Click on the dropdown in the Role column next to the team member's name.

4. Select the new role to apply the changes.

Dropdown showing the Role changing option

Is there any limit on the number of Admins or Members I can add?

There is no limit on the number of Admins or Members you can add. Feel free to add as many team members as required to manage your account efficiently.