Members & roles
Add teammates to your Bookbag workspace and control what they can do with four roles — Owner, Admin, Editor, and Viewer. Learn what each role can access and how to change them.
View as MarkdownA workspace is the shared home for your agents, data, channels, and billing. Everyone you work with joins the same workspace, and their role decides what they can see and change. Manage your team from the workspace Members (Team) page.
The four roles
Roles are ranked from least to most access: Viewer → Editor → Admin → Owner. Higher roles include everything a lower role can do.
| Role | Can do |
|---|---|
| Owner | Full control, including billing, deleting the workspace, and managing all members. Every workspace has at least one owner. |
| Admin | Manage members and invitations, change workspace settings and billing, and build agents — everything except owner-only destructive actions. |
| Editor | Build and edit agents, data sources, actions, and widgets, and work the help desk. The day-to-day builder role. |
| Viewer | Read-only access — view agents, conversations, and analytics without making changes. |
Chatbase's "Member" maps to Bookbag's Editor. Bookbag adds a distinct read-only Viewer role for stakeholders who should see but not change anything.
Adding a member
You add teammates by inviting them. If the email already belongs to a Bookbag user, they're added to your workspace immediately; otherwise they receive a pending invitation to accept. You assign the role at invite time, and can change it later.
Changing a role
Admins and owners can change any member's role from the Members page. A few guardrails protect the workspace:
- An owner cannot be downgraded by an invitation or role change — the workspace must always keep an owner.
- Only valid roles are accepted; an invalid role is rejected rather than silently coerced to a lower one.
- Removing a member revokes their access to the workspace immediately.
Seat limits depend on your plan. If you're at your plan's seat cap, you'll need to upgrade before adding more members — see Plans & billing.