Team Management
Invite your team, assign roles, and organize agents into workspaces. SolveoAI's role-based access control gives the right people the right access — nothing more.
Inviting team members
Go to Settings → Team
From the dashboard, click your account name in the sidebar, then Settings → Team.
Click Invite Member
Enter the invitee's email address and select a role (Admin, Member, Support, or Viewer).
Send the invitation
An email is sent to the invitee with a link. The invitation expires after 7 days.
Invitee accepts and joins
When the invitee clicks the link, they create an account (or log in) and are added to your team with the assigned role.
Invitation emails come from hello@solveoai.io. Ask invitees to check their spam folder if they don't receive the email within a few minutes.
Roles & permissions
SolveoAI has five roles. Assign the most restrictive role that still lets the person do their job — you can change roles at any time.
Owner
Full control over the account, billing, and all settings.
Can
- Manage billing and subscription
- Invite and remove any team member
- Create and delete agents
- Access all analytics
- Manage API keys and webhooks
- Delete the account
Admin
Can manage agents, team members, and most settings. Cannot manage billing.
Can
- Invite and remove Members, Support, and Viewers
- Create, edit, and delete agents
- Manage knowledge bases and deployments
- Access all analytics
- Manage integrations
Cannot
- Cannot manage billing
- Cannot delete the account
- Cannot remove Owner
Member
Can build and manage agents. Cannot manage team members.
Can
- Create and edit agents
- Manage knowledge bases
- View analytics for assigned agents
- Handle live chat conversations
Cannot
- Cannot invite or remove team members
- Cannot access billing
- Cannot manage API keys
Support
Can view conversations and respond in the live chat queue. Cannot build agents.
Can
- View and respond to escalated conversations
- Access the human agent queue
- View conversation transcripts
- Add internal notes to conversations
Cannot
- Cannot create or edit agents
- Cannot access knowledge base
- Cannot view analytics dashboards
Viewer
Read-only access to analytics and conversations.
Can
- View analytics dashboards
- View conversation transcripts
- View agent configurations (no editing)
Cannot
- Cannot respond to conversations
- Cannot create or edit agents
- Cannot access settings
Workspaces
Workspaces let you organize agents and team members into isolated groups within the same account. For example, you might have a workspace for your Support team and a separate one for Sales.
Isolated context
Each workspace has its own agents, knowledge bases, and conversations. Members in one workspace cannot see another's data.
Workspace-level roles
A user can be an Admin in one workspace and a Viewer in another — roles are scoped per workspace.
Creating a workspace
- 1.Go to Settings → Workspaces
- 2.Click New Workspace and give it a name
- 3.Add members from your account team — set their workspace-level role
- 4.Create agents inside the workspace — they are visible only to workspace members
Managing existing members
Changing a role
Go to Settings → Team, find the member, and use the role dropdown to change their role. Changes take effect immediately.
Removing a member
Click the menu icon next to a member and select Remove. They lose access immediately. Any conversations they were assigned remain in the system.
Resending an invitation
If an invitation expires or gets lost, go to Settings → Team → Pending Invitations and click Resend. A new invitation link is sent.
Transferring ownership
To transfer the Owner role, promote another member to Owner in Settings → Team. You will be demoted to Admin automatically.