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Team Settings

Use Team Settings to manage workspace details, members, and roles when your role permits it.

Open Team Settings​

Open:

https://app.wabot.io/dashboard/settings/team

Available Tabs​

  • General: workspace-level details.
  • Members: shown only to users allowed to manage members.
  • Roles: shown only to users allowed to manage roles.

Manage Members​

  1. Open Members.
  2. Search or filter the member list.
  3. Invite a member and assign the least-privileged role they need.
  4. Use the member actions to resend or cancel an invitation, change a role, or remove a member.
  5. Confirm a member's access before removing them.

Members can use Leave to remove themselves from a workspace. Do not remove the only person responsible for billing, accounts, or operational recovery.

Manage Roles​

  1. Open Roles.
  2. Create or open a role.
  3. Select only the Wabot modules and actions the role needs.
  4. Save the role and assign it to the relevant members.
  5. Review roles after adding an account, enabling an available feature, or adding an integration.

Role changes can immediately remove access to pages and actions. Keep a workspace owner with recovery access before changing administrative roles.