Chatbot
Building Your Bot
Users
2 min
invite your team important select the correct access role for clients and external collaborators, always choose the admin role the super admin role should be reserved for internal staff who need publishing rights open the bot you just created and navigate to the users section from the side menu click the invite users button select the invite users option enter the email address of the person you want to add important select the correct access role for clients and external collaborators, always choose the admin role the super admin role should be reserved for internal staff who need publishing rights what happens next the user you invited will receive an email they will need to accept the invitation and set up their password to access the bot once they log in, they will have the permissions associated with the role you assigned them understanding user roles super admin this role has full control over the bot, including the critical ability to publish changes to the live environment this role is typically for internal exotel employees or project leads admin this role can do almost everything a super admin can, including building and editing conversational flows however, an admin cannot publish the bot any changes they make must be reviewed and published by a super admin best practices for a smooth start verify emails before inviting double check that you have the correct email address before sending an invitation to avoid security risks assign roles carefully always grant the minimum necessary permissions for most collaborators, the "admin" role is sufficient and safer communicate with your team after sending an invite, let the person know to expect an email so they can get set up quickly
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