Team Management
Manage team roles and permissions in Denser.ai. Invite members, control access, and organize workspaces to keep projects secure and collaboration smooth.
Team management allows the workspace owner to manage team members and their roles within the workspace. The key features of team management include:
- Manage Roles: Define and modify roles for team members to control their access level. Your team members can be admin or regular users of chatbots.
- Custom Roles: Restrict members to access a specific subset of chatbots.
- Manage Members: Invite new members to join the workspace and assign them roles.
Open Team Management
From the workspace sidebar, click Team. You'll see tabs for Roles and Members, plus current seat usage.
Built-in Roles
In Denser team management, there are 3 built-in roles with predefined access levels:
- Owner: Workspace owner has full access to a Denser account. Each Denser user is the owner of his/her Denser account and workspace. There is exactly one owner per Denser workspace, and it is not possible to add new owners to a workspace.
- Admin: Access to most administrative operations in the workspace, except critical owner operations such as payment and delete account. I.e. Owner can delegate chatbot creation and lifecycle management to admin users.
- Member: Access to only chat window for all chatbots in the workspace.
These roles are applied to all chatbots in the workspace. If you want to restrict access to a subset of chatbots, you can create custom roles as described below.
Custom Roles
Custom role provides fine-grained access control to a subset of chatbots. E.g. You have a chatbot that contains restricted information, and a chatbot that can be accessed by all team members. You can use a standard role for privileged members who can access all chatbots. And create a custom role for regular members that only allows access to the non-restricted chatbot.
At your Denser dashboard, navigate to the Roles section on the side panel.
Click the + Add Role button to start creating a new role.
On the dialog window, enter a name and a description for the new role.
On the Chatbot Accesses dropdown, select the chatbots that this role should have access to by clicking on the chatbots on the dropdown menu.
Click Add. The role appears in the list and can be assigned during invitations.
You can assign standard and custom roles to your team members in the same way, when you invite new members to your workspace as described below.
Members
Once you decided the roles for your team members, you can switch to Members
on the side panel to add new members to your workspace.
Click the + Invite Member button to start creating a new member.
On the dialog window, select a role for the new members. Both standard and custom roles are shown in the dropdown menu.
Enter email addresses of the new members you want to invite. You can add multiple member emails to do a batch invite. Pressing Enter key or clicking the + button after entering an email address to start adding next member.
Click the Invite Now button to confirm adding members to your workspace. Denser will send separate invitation emails to members in the invitation list. You can see a list of members you invited in the Members table.
Member View
When a new member signs up and login to his/her Denser account, the member should see 2 workspaces as shown in the screenshot below. For example, a new member was invited to Denser AI workpace. This new member is owner of his/her own workspace, and there is no chatbot yet. After switching the Denser AI's workspace, this member can see the Denser Basic chatbot since this member was granted the custom role Basic Chatbot Access.
Workspace Team Size
Maximum number of workspace members is limited by Denser subscription plan as shown in the table below.
You can purchase Team Member Seat add ons to increase the number of workspace members if needed. Please refer to Plans and Billing documentation for more details.
| Plan | Included members | Details |
|---|---|---|
| Free Trial | 1 | Owner only |
| Starter | 1 | Owner only |
| Standard | 5 | Owner plus 4 members |
| Business | 10 | Owner plus 9 members |
Need more seats?
Purchase Team Member Seat add-ons from the billing page at any time. See Plans and Billing