# Team Management Invite team members, assign roles, and organize workspaces for collaborative AI building. --- 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: | Role | What They Can Do | |------|------------------| | **Owner** | Full control. Manage billing, invite/remove members, delete the org. Cannot be removed by others. | | **Admin** | Invite members, manage workspaces, configure apps. Cannot manage billing or delete the org. | | **Editor** | Build and configure apps within assigned workspaces. Cannot invite members or manage org settings. | | **Viewer** | Read-only access to apps and chat history. Cannot modify anything. | > **Note:** Only Owners can invite Admins. Admins can invite Editors and Viewers. This hierarchy prevents privilege escalation. ## Inviting Team Members **1.** Go to Settings Click **Settings** in the left sidebar, then select **Team**. **2.** Click Invite Member Enter the person's email address and select their organization role (Admin, Editor, or Viewer). **3.** Assign Workspaces Optionally assign the new member to one or more workspaces with a workspace-level role. If you skip this, they'll be added to the organization but won't see any workspaces until assigned. **4.** 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. ### 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 (with icon: crown for Owner, shield for Admin, etc.) - Last login time - A count of total members and owners Use the search bar to filter by name or email. Click the column headers to sort by name or role. ### Changing Roles Owners can change any member's role. Admins can change roles for Editors 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 > **Warning:** 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 deactivate them. Deactivated members cannot log in but their activity history is preserved. To deactivate: 1. Go to **Settings > Team** 2. Find the member 3. Click the deactivate option 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: | Pattern | Example 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 name and optional description ### Workspace Members Each workspace has its own member list with workspace-specific roles: | Workspace Role | Permissions | |----------------|-------------| | **OWNER** | Full control over the workspace and its apps | | **EDITOR** | Create, edit, and publish apps | | **VIEWER** | Read-only access to apps and chat history | To manage workspace members: 1. Open the workspace 2. Go to **Settings > Workspace Members** 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 workspace settings 2. Set the **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 within a workspace for finer control. ## Permission Overrides For advanced scenarios, workspace Owners can apply permission overrides to individual members. These fine-grained controls let you allow or deny specific actions beyond what the role provides. > **Tip:** 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 Team management features are available on different plans: | Feature | Minimum Plan | |---------|-------------| | Multiple workspaces | Builder | | Invite members | Studio Pro | | Role-based access control | Studio Pro | | Permission overrides | Enterprise | > **Note:** On the Free and Builder plans, your organization has a single workspace with one member (you). Upgrade to Studio Pro or above to invite team members. ## Troubleshooting ### Invite Not Received 1. Check the spam/junk folder 2. Verify the email address was entered correctly 3. Resend the invite from **Settings > Team** 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 Editors and Viewers. You cannot change the role of someone with a higher role than your own.