Team & roles
Your organization can have as many teammates as you need. Each person gets one role that decides what they can see and do, from answering conversations to managing the knowledge base and the team itself.
You manage everyone from the Team tab in the dashboard. The Team tab is visible to owners and admins. Agents don't see it.
Roles
Iterochat has three roles. Every member of your organization has exactly one.
| Capability | Owner | Admin | Agent |
|---|---|---|---|
| Handle conversations (claim, reply, resolve) | Yes | Yes | Yes |
| View and edit the knowledge base | Yes | Yes | No |
| Configure the AI (instructions, AI-only mode, suggested questions) | Yes | Yes | No |
| Invite and manage teammates | Yes | Agents only | No |
| Change roles and remove members | Yes | Agents only | No |
A few details worth knowing:
- Owner. The person who creates the organization becomes its owner. Owners have full control.
- Admin. Admins can do everything owners can around the knowledge base, AI configuration, and conversations. For the team, though, they can only invite, edit, and remove agents. They can't touch other admins or owners, and they can't grant the admin or owner role.
- Agent. Agents only handle customer conversations. The Knowledge Base, Team, and AI configuration areas are hidden from them.
These limits are enforced everywhere, not just in the dashboard interface. The system rejects any out-of-bounds action, so an admin can never escalate a teammate to admin or owner even by going around the UI.
Inviting members
You add teammates by email invite. There's no step where you create a login or set someone's password for them.
- Open the Team tab and click Invite member.
- Enter the teammate's email, pick a role, and optionally add their name (used to greet them in the invite email).
- Send the invite. They receive an email with a link to join your organization.
When the invitee opens the link, they accept the invite. If they're new to Iterochat, they set their own name and password right then. If they already have an Iterochat account, accepting just adds your organization to it. Either way, accepting drops them straight into your organization, signed in.
Who can invite whom:
- Owners can invite anyone as an owner, admin, or agent.
- Admins can only send agent invites.
Owners and admins don't set teammates' passwords. Each person sets their own when they accept the invite, and that password belongs to their account, not to your organization.
Pending invites
Invites expire after 7 days, and you can only have one pending invite per email address at a time. Pending invites show in the Pending Invites section of the Team tab, where you can:
- Resend an invite. This issues a fresh link, resets the 7-day expiry, and re-sends the email. The previous link stops working.
- Revoke an invite. This cancels it and disables the link.
Admins can only resend or revoke agent invites.
Managing members
Existing members appear in the team table with their name, email, role, and the date they joined.
Change a role. Click the edit icon on a member's row and pick a new role. The role is the only thing you can change here. Names and emails belong to the person's account, not to your organization.
Remove a member. Click the remove icon to take someone out of your organization. Their Iterochat account itself isn't deleted: they keep it, along with any other organizations they belong to. They simply lose access to yours.
There are two guardrails:
- You can't change your own role or remove yourself.
- Admins can only edit or remove agents. They can't modify or remove owners or other admins.
Keep at least one owner on the team. The owner role is the only one with unrestricted control, including managing other admins.