Account
Team
Invite people to your workspace, choose what each one can do, and switch between workspaces shared with you.
Workspaces and roles#
Your account is a workspace: your chatbots, AI flows, channels and conversations. Invite your team to build and answer conversations in it, each with a role. Officely is priced by conversations, not seats, so adding people doesn't raise your bill.
| Role | What they can do |
|---|---|
| Owner | The account itself. Holds the plan and billing. |
| Admin | Everything, including members, billing and API keys. |
| Editor | Builds and publishes flows, chatbots and channels. No billing or members. |
| Viewer | Read-only access, including Logs. |
Team, Billing and Developers appear in the sidebar for owners and admins only. Someone else who opens those pages sees Owners and admins only.
Invite a member#
- 1
Open Team
In the sidebar, under Operate, click Team, then Invite member.
- 2
Choose how to invite
Under Invite by, choose Email or WhatsApp phone, and enter their email address or their WhatsApp number with the country code.
- 3
Pick a role
Choose Admin, Editor or Viewer. You can change it later.
- 4
Send it
By email, click Send invite: we email them an invite link, and you also get the link to send yourself. By phone, click Create invite link, then Copy link and send it to them on WhatsApp.
Accept an invite#
- 1
Open the link
Open the invite link you got by email or WhatsApp. You see the workspace's name and the role you're invited as.
- 2
Sign in
If you're not signed in, click Log in to accept, or Create an account to accept if you're new to Officely. Use the email or phone the invite was sent to.
- 3
Accept
Click Accept invite. You're now in the workspace, and you can switch back to your own at any time.
If you see This invite can't be used:
- The invite expired: ask the person who invited you for a new one.
- The invite was already accepted: sign in and switch to the workspace.
- Sent to a different email or phone: sign in with that account, or ask for a new invite.
- The invite link isn't valid anymore: it may have been revoked or replaced. Ask for a new invite link.
Manage members and invites#
The Members list shows everyone in the workspace, their role and when they were last active. Pending invites lists invites not accepted yet.
- Change a role: pick a new role in the member's Role column. It applies right away.
- Remove a member: open the member's menu and choose Remove. They lose access to this workspace right away; their own Officely account is not affected.
- Resend an invite: click Resend on a pending invite. A new link is created and the old one stops working.
- Revoke an invite: click Revoke. The link stops working, and you can invite them again later.
Only owners and admins can invite, change roles and remove members. The owner can't be removed.
Switch workspaces#
If someone invited you to their workspace, the workspace switcher at the top of the sidebar shows Your workspace and the workspaces Shared with you. Click one to switch. Everything you see and build is then in that workspace.
Owners and admins also see Manage team in the switcher, a shortcut to the Team page.
Leave a workspace#
- 1
Switch to the workspace
Open the workspace switcher and choose the workspace you want to leave.
- 2
Leave
In the switcher, choose Leave this workspace and confirm. Admins can also choose Leave workspace from their own row on the Team page.
You lose access to that workspace and go back to your own. An owner or admin can invite you again. You can't leave your own workspace.