Account & Billing
Can I add members to my organization?
Updated October 7, 2026
Yes. You can invite other members to your organization from the Organizations section of your portal.
When inviting a member, enter their email address and choose the role that matches what they need to do in AskHandle.
Available member roles
You can assign one of three roles when inviting a member:
| Role | What the member can do |
|---|---|
| Viewer | Can view AI agents and data in read-only mode. |
| Editor | Can create and edit AI agents. |
| Live Agent | Can access live conversations that are handed off to a person and respond to customers as a live agent. |
Choose the role based on the member's responsibilities. For example, someone who only handles customer conversations can be added as a Live Agent without giving them Editor access to your AI agents.
How to invite a member
- In your portal, open the menu in the top-right corner.
- Click Organizations.
- In the Organizations section, click + Invite member.
- The Invite member window will open.
- Enter the email address of the person you want to invite.
- Select the role you want to assign:
- Viewer
- Editor
- Live Agent
- Click Send Invitation.
What happens after you send the invitation
After you send the invitation, the invited member will receive an email.
They should open the email and follow the steps to create an account and join your organization. Once they complete the process, their access will be based on the role you assigned.
Choosing the right role
Use Viewer when the member only needs to review AI agents, data, or setup details without making changes.
Use Editor when the member needs to create or update AI agents.
Use Live Agent when the member's job is to take over conversations that are handed off to a person and reply directly to customers.
Troubleshooting
The member did not receive the invitation email
Ask them to check their spam or junk folder. Also confirm that the email address was entered correctly.
The member joined but cannot edit AI agents
Check which role was assigned to them. Viewer and Live Agent roles do not provide Editor access to create or modify AI agents.
The Live Agent cannot edit an AI agent
This is expected. The Live Agent role is intended for handling live customer conversations, not for configuring or editing AI agents. Assign the Editor role if the member also needs to make changes to AI agents.
I do not see the Organizations section
You may not have the required permissions to manage organization members. Contact your organization owner or administrator for access.