How can I manage my team and workspace access?

The Organizations section lets you manage the workspaces you belong to, invite teammates, and control what each member can access.

A user can belong to multiple organizations. Each organization has its own workspace, members, AI agents, usage, billing, reports, calendars, and other settings.

Your role can also be different from one organization to another.

How to access your organizations

Open Organizations from your account menu.

The Your Organizations page shows the organizations you currently belong to.

Each organization card can show information such as:

• Organization name
• Your role in that organization
• Number of members
• Number of AI agents

Click View details to open that organization's workspace settings.

If you belong to multiple organizations, each one appears separately so you can open and manage the appropriate workspace.

Organization workspace

Inside an organization, you can see the organization name, your role, member count, AI agent count, and the workspace connected to that organization.

Depending on your role, the workspace can provide access to areas such as:

• AI agents — open and manage AI agents
• Usage — review credits and activity
• Billing — manage the plan and invoices
• Reports — review chat and topic reports
• Calendars — manage availability and blackout dates
• Audit log — review security and organization changes
• Members — view and manage organization members

Which areas you can use depends on the role assigned to you.

Organization roles

AskHandle uses different roles so each teammate can have the level of access they need.

Owner

The Owner has full control of the organization.

The Owner can manage the workspace, members, billing, usage, AI agents, calendars, and administrative settings.

An organization has an Owner role that represents the highest level of access.

Manager

The Manager role has broad organization access, including:

• Billing
• Usage
• Member management
• AI agent and workspace management

Use Manager for people who need to help administer the organization without being the Owner.

Editor

The Editor role is for teammates who actively build and manage the AI experience.

Editors can:

• Create AI agents
• Edit AI agents
• Manage agent configuration
• Create and edit calendars

Editors do not have billing or organization administration access.

Viewer

The Viewer role provides read-only access.

Viewers can review AI agents and available data but cannot make changes.

This role works well for stakeholders, customers, reviewers, or teammates who need visibility without editing access.

Live chat

The Live chat role is intended for team members who only need to handle customer conversations.

Live chat members can reply to conversations in Inbox.

They do not have access to the AI agent editor, workspace settings, or billing.

Use this role for support representatives or other team members whose job is to respond to users after a conversation is handed off to a person.

Choosing the right role

Use Live chat when someone only needs to reply to customers in Inbox.

Use Viewer when someone needs to review AI agents or data without changing anything.

Use Editor when someone needs to create or edit AI agents and calendars.

Use Manager when someone needs broader administrative access, including billing, usage, and member management.

The Owner retains full control of the organization.

How to invite a team member

1. Open Organizations.
2. Select the organization you want to manage.
3. Scroll to Members.
4. Click + Invite member.
5. Enter the person's email address.
6. Select the role you want to assign:
   • Live chat
   • Viewer
   • Editor
   • Manager
7. Click Send Invitation.

The person receives an email invitation with a secure link to join your organization.

The invitation link expires after 7 days.

What happens after someone accepts the invitation

After the invited person accepts the invitation, the organization is added to the organizations they can access.

If they already belong to another AskHandle organization, they do not need to leave it. The same user can belong to multiple organizations and switch between them as needed.

Their permissions inside each organization are determined by the role assigned in that organization.

For example, someone could be an Editor in one organization and a Viewer in another.

Managing existing members

The Members section shows the people who belong to the organization and their assigned roles.

Members with the required administrative permissions can manage access based on the organization role structure.

Use this section when you need to:

• Review who has access
• Check each person's role
• Update access when responsibilities change
• Remove people who should no longer belong to the organization

Multiple organizations and workspaces

Organizations keep teams and resources separated.

Each organization has its own workspace and can have its own:

• AI agents
• Members and roles
• Usage
• Billing
• Reports
• Calendars
• Audit history

This is useful when the same AskHandle user works with multiple businesses, customers, teams, brands, or separate operating units.

Access to one organization does not automatically give the user the same role or permissions in another organization.

Tips for managing access

• Give each person the lowest level of access that still lets them do their job.
• Use Live chat for teammates who only handle conversations in Inbox.
• Use Viewer for read-only stakeholders.
• Use Editor for people building and maintaining AI agents.
• Use Manager for people who need organization-level administration.
• Review the Members list when team responsibilities change.
• Remember that a user can belong to multiple organizations with different roles in each one.