Users
Invite your team, assign roles, and manage who has access to what in your workspace.
Managing your team
The Users page (at Settings > Users) is where you control who has access to your Autoch.at workspace and what they can do once they're in.
Every person who needs to use Autoch.at — whether they're an agent handling conversations, a manager reviewing reports, or an admin configuring the AI — needs to be invited here first.
Roles and permissions
Autoch.at uses a role-based access system. When you invite someone, you assign them one of four roles:
| Role | What they can do |
|---|---|
| Agent | Handle conversations in the inbox, reply to customers, view their own assigned conversations |
| Manager | Everything an Agent can do, plus view reports, manage client records, and see all conversations |
| Admin | Everything a Manager can do, plus configure AI assistants, playbooks, training context, settings, and channels |
| Owner | Full access to everything, including billing and the ability to add or remove other Owners |
Choose the most restrictive role that still lets the person do their job. You can always upgrade a role later.
Inviting a team member
- Go to Settings > Users.
- Click Invite User.
- Enter their email address.
- Select their role.
- Click Send Invitation.
They'll receive an email with a link to set up their account. The invitation expires after 7 days — if they don't accept in time, you can resend it from the Users page.
Changing a user's role
- Find the user in the list.
- Click the role dropdown next to their name.
- Select the new role.
- The change takes effect immediately.
Removing a user
- Find the user in the list.
- Click the ... menu next to their name.
- Select Remove from workspace.
Removing a user revokes their access immediately. Their conversation history and any notes they left remain in the system — only their ability to log in is removed.
You cannot remove the last Owner from a workspace. Make sure there's always at least one Owner who can manage billing and settings.
Pending invitations
The Users page shows a separate list of invitations that have been sent but not yet accepted. From here you can:
- Resend — Send the invitation email again if the original expired or was missed.
- Cancel — Revoke a pending invitation before it's accepted.
Last updated 3 weeks ago
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