Staff Management

Access: Admin.

URL: /staff/user-management

The Staff page manages everyone who can log into your workspace’s staff panel. You can create accounts directly or generate invite links for others to sign up themselves.

Page layout

Add staff form

At the top of the page, a form to create a new staff account:

Field	Description
Username	Login username (must be unique within the workspace)
Display Name	Shown in the sidebar, message bubbles, and staff list
Password	Login password for the new account
Avatar URL	Optional — publicly accessible image URL for the staff member’s avatar
Role	Dropdown: staff or admin

Fill in all fields and click Add Staff to create the account immediately. The new member can log in right away.

Invite staff

Below the form (or as a separate section), an invite workflow:

1. Select a role (staff or admin) from a dropdown
2. Click Generate Invite Link
3. A unique invite link is generated
4. The link is displayed in a green box and automatically copied to your clipboard
5. Share the link with the invitee

The invitee visits the link, sets their own password, and gains access. The invite token is single-use and tied to the selected role.

Staff list

Below the forms, a list or table of all current staff members:

Field	Description
Avatar	32px circular image or letter fallback
Display Name	Full name
Username	Login username
Role badge	Colored pill: “Staff” or “Admin”

The list is searchable — type to filter by username or display name.

Core interactions

Adding a staff member directly

1. Fill in username, display name, password, avatar URL (optional), and select a role
2. Click Add Staff
3. On success: the new member appears in the staff list; a green toast confirms
4. On error: a red toast with the failure reason

The new staff member can log in immediately.

Inviting a staff member

1. Select a role from the dropdown
2. Click Generate Invite Link
3. The invite link appears in a green box and is auto-copied
4. Send the link to the invitee (email, Slack, etc.)
5. The invitee visits the link, sets a password, and gains access

Invite links are single-use. If a link is lost or expired, generate a new one.

Removing a staff member

Click the Delete button on a staff member’s row. A confirmation modal appears. Confirm to permanently remove the staff member’s access.

Note: removing a staff member does not delete their sent messages — those remain in the conversation history.

Staff count limit

The Dashboard shows your plan’s staff limit. When reached:

• The Add Staff and Generate Invite Link buttons are disabled
• A message appears: “Staff limit reached. Remove existing staff to add more.”

States

State	What you see
Loading	Staff list shows skeleton cards
Empty	”No staff members yet”
Limit reached	Add/Invite buttons disabled with limit message
Add success	Green toast: “Staff member added”
Add error	Red toast (e.g., “Username already taken”)
Invite generated	Green box with invite link + “Copied!” feedback
Delete	Confirmation modal before permanent removal

Tips

• Use invite links for onboarding — the invitee sets their own password, so you never see or transmit it
• Set avatar URLs for staff members to help identify them quickly in the chat timeline
• Assign admin role sparingly — admins can modify settings, delete channels, and manage other staff
• If a staff member forgets their password, delete and re-add (or re-invite) their account
• The staff count limit includes both active and invited-but-unaccepted accounts — clean up unused invites