Teams & White-Label

Team Management

Invite team members, assign roles, and organize workspaces for collaborative AI building.

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Hunter Hodnett
Hunter HodnettCPTO at Chipp
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#team#collaboration#roles#workspaces#organization#tutorials

Chipp supports multi-user organizations so you can collaborate with your team on building, managing, and deploying AI agents. This guide covers inviting members, assigning roles, and organizing work with workspaces.

Organization Structure

Every Chipp account belongs to an organization. An organization contains:

  • Members: People who can access the organization
  • Workspaces: Logical groupings of apps (like folders)
  • Apps: The AI agents your team builds

Members are invited at the organization level, then assigned to one or more workspaces with specific roles.

Roles

There are four roles in Chipp, each with different permissions:

RoleWhat They Can Do
OwnerFull control. Manage billing, invite/remove members, delete the org. Cannot be removed by others.
AdminInvite members, manage workspaces, configure apps. Cannot manage billing or delete the org.
MemberBuild and configure apps within assigned workspaces. Cannot invite members or manage org settings.
ViewerRead-only access to apps and chat history. Cannot modify anything.
ℹ️

Only Owners can make someone an Admin. Admins can assign the Member and Viewer roles, but cannot promote anyone to Admin or change another Admin’s or an Owner’s role. This hierarchy prevents privilege escalation.

Inviting Team Members

Go to Settings

Click Settings in the left sidebar, then select Members under Access Control.

Click Invite Member

Enter the person’s email address and select their Organization Role (Member or Admin).

Assign Workspaces

Under Workspace Access, optionally check one or more workspaces and pick a workspace role (Editor or Viewer) for each. If you skip this, they’ll be added to the organization but won’t see any workspaces until assigned.

Send the Invite

The invitee receives an email with a link to accept. Invites expire after 7 days. If they don’t have a Chipp account, they’ll create one during the acceptance flow.

For a quick invite without picking a role or workspaces, Settings > Team also has an Invite button. It asks only for an email address and adds the person with the Member org role.

Workspace-Level Invites

You can also invite members directly from a workspace’s member list. Workspace-level invites automatically assign the “Member” org role and add the person to that specific workspace.

Managing Members

Viewing the Team

Go to Settings > Team to see all organization members. The page shows:

  • Member name and email
  • Role
  • Status (Active or Deactivated)
  • A count of total members

Use the filter box to search by name or email. Settings > Access Control > Members shows the same people with their org role, workspace assignments, and status.

Changing Roles

Owners can change any member’s role. Admins can change roles for Members and Viewers. To change a role:

  1. Find the member in the team list
  2. Click the role dropdown next to their name
  3. Select the new role
⚠️

Changing a member’s organization role does not automatically change their workspace-level roles. Workspace roles are managed separately within each workspace.

Deactivating Members

Rather than deleting members outright, you can offboard them. Offboarded members are deactivated: they cannot log in, but their activity history is preserved. To offboard:

  1. Go to Settings > Access Control > Members
  2. Find the member
  3. Click the offboard icon and confirm

A deactivated member can be restored with Reactivate on the same page. (Settings > Team also has a remove button, which removes the person from the organization.)

If the deactivated member was the sole Owner of any workspace, another member is automatically promoted to Owner of that workspace to prevent orphaned workspaces.

Workspaces

Workspaces let you organize apps into logical groups. Common patterns:

PatternExample Workspaces
By client”Acme Corp”, “Beta Inc”
By function”Customer Support”, “Sales”, “Internal Tools”
By environment”Production”, “Staging”, “Experiments”

Creating a Workspace

  1. Click the workspace switcher in the left sidebar
  2. Click New Workspace
  3. Enter a workspace name

Workspace Members

Each workspace has its own member list with workspace-specific roles:

Workspace RolePermissions
OWNERFull control over the workspace and its apps
EDITORCreate, edit, and publish apps
VIEWERRead-only access to apps and chat history

To manage workspace members:

  1. Open the workspace
  2. Go to Settings > Members (under Workspace)
  3. Add or remove members, or change their workspace role

Workspace Spending Limits

Owners can set a monthly spending limit on a workspace to control LLM costs:

  1. Go to Settings > Settings (under Workspace)
  2. In Usage & Budget, set the Monthly spending limit in dollars
  3. When the limit is reached, apps in that workspace stop responding until the next billing period

You can also set per-member spending limits in the Member Budgets section for finer control.

Permission Overrides

For advanced scenarios, admins can define named permission bundles under Settings > Access Control > Role Templates, then assign a template to a workspace member from the role dropdown in the workspace member list. These fine-grained controls let you allow or deny specific actions beyond what the role provides.

💡

Permission overrides are useful for scenarios like giving a Viewer the ability to export chat data, or preventing a specific Editor from publishing apps to production.

Plan Requirements

Inviting members, role-based access control, and role templates (permission overrides) are available on every plan. Only organization owners and admins can manage members and role templates.

Some counts still depend on your plan:

LimitFreeBuilder and above
Workspaces1Unlimited
Members per workspace1Unlimited
ℹ️

On the Free plan, each workspace holds one member (you). Upgrade to Builder or above to add more members to a workspace.

Troubleshooting

Invite Not Received

  1. Check the spam/junk folder
  2. Verify the email address was entered correctly
  3. Revoke the pending invite under Pending Invites in Settings > Team, then send a new one
  4. Invites expire after 7 days — send a new one if expired

Member Can’t See Apps

Members only see apps in workspaces they’ve been assigned to. Check that the member has been added to the correct workspace.

Can’t Change a Member’s Role

Only Owners can change roles to Admin. Admins can only change roles for Members and Viewers. You cannot change the role of someone with a higher role than your own.