Manage

Use the Manage tab to organize teammates, set permissions, and keep your SupportGPT workspace secure. This page explains each control and outlines recommended processes for growing teams.

Workspace overview

• Workspace name: Appears in the dashboard header and embeds. Keep it recognizable to agents and stakeholders.
• Workspace URL: Generates the slug in the dashboard URL. Updating it does not affect existing embeds.
• Plan & billing: Shows the active subscription and upcoming invoice data. Only owners can modify billing.

Roles and permissions

• Owner
  • Full control over billing, plan changes, and workspace settings.
  • Manages all agents, sources, and analytics.
• Member
  • Can create and train agents, review analytics, and export data.
  • Cannot edit billing or delete the workspace.

Best practice: Maintain at least two owners for redundancy, but reserve owner status for trusted administrators.

Invite teammates

1. Click Invite and enter one or more email addresses.
2. Assign a default role (Owner or Member). You can change this later from the team list.
3. Share a personalized note explaining what the teammate should work on first.
4. Invites expire after 24 hours. Resend if the user does not accept in time.

Managing pending invitations

• Track outstanding invites in the Pending list.
• Revoke an invite if it was sent in error.
• Resend to automatically generate a new expiration window.

Manage active users

• Role changes: Use the dropdown next to each teammate to promote or demote roles.
• Remove user: Removes workspace access immediately without affecting billing history.
• Last active: Monitor engagement and audit trail for security reviews.

Security checklist

• SSO & MFA: Require secure authentication via your identity provider (coming soon).
• Review access quarterly: Ensure contractors and former employees are removed.
• Audit logs: Export usage and access logs for compliance teams.

Related workflows

• Configure quotas and track spend in Usage.
• Standardize agent build processes in Your First Agent.
• Share operational guidelines with new teammates using Best Practices.