# Team & Account Management

Manage your eesel AI workspace, team members, and account settings.

## Workspace settings

Your workspace is the top-level container for all your agents, integrations, and settings. Access workspace settings from the sidebar.

## Team members

### Inviting team members

Invite colleagues to your workspace so they can view and manage agents.

1. Go to **Settings → Members**
2. Click **Invite member**
3. Choose a role for the new member
4. Enter their email address and send the invitation

The invited person will receive an email with a link to join your workspace.

### Roles

Every member in a workspace has one of three roles:

| Role       | Description                                                                                                                                              |
| ---------- | -------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Owner**  | The workspace creator. Unrestricted access, including billing and ownership transfer. One per workspace.                                                 |
| **Editor** | Full administrative access. Can manage agents, integrations, settings, members, and billing, but cannot manage workspace settings or transfer ownership. |
| **Viewer** | Read-only access. Can view agents and start conversations, but cannot make any changes to the workspace.                                                 |

#### Permissions by role

| Permission                   | Owner | Editor | Viewer |
| ---------------------------- | :---: | :----: | :----: |
| View agents and chat         |   ✓   |    ✓   |    ✓   |
| Create and edit agents       |   ✓   |    ✓   |    —   |
| Manage integrations          |   ✓   |    ✓   |    —   |
| Manage knowledge sources     |   ✓   |    ✓   |    —   |
| Access workspace settings    |   ✓   |    ✓   |    —   |
| Invite members               |   ✓   |    ✓   |    —   |
| Remove members               |   ✓   |    ✓   |    —   |
| Change member roles          |   ✓   |    ✓   |    —   |
| Manage billing and plans     |   ✓   |    ✓   |    —   |
| Manage workspace             |   ✓   |    —   |    —   |
| Transfer workspace ownership |   ✓   |    —   |    —   |

Roles are set per workspace. A user can only have one role at a time.

### Changing a member's role

Editors and Owners can change the role of any non-owner member directly from **Settings → Members**. Click the role badge next to the member's name and select a new role.

## Account settings

### Updating your email

To update your account email, please contact us.

### Changing your password

Reset your password from the login page using the "Forgot password" option.

### Deleting your account

To delete your account, please go to settings and click delete workspace. Please note you will not be able to retrieve any data or configurations once deleted.

## FAQ

<details>

<summary>Can I transfer ownership of a workspace?</summary>

Yes — the Owner can transfer ownership to any Editor from **Settings → Members**. After the transfer, the previous Owner becomes an Editor. There can only be one Owner per workspace at a time.

</details>

<details>

<summary>What is the difference between Editor and Viewer?</summary>

Editors have full administrative access — they can create and manage agents, configure integrations, invite members, change settings, and manage billing. They cannot manage workspace settings or transfer ownership. Viewers can only view agents and start conversations; they cannot make any changes to the workspace.

</details>


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