Teams

A team is an organization with several people in it. Each person keeps private spaces, and the team can add spaces that chosen people share.

Turn on team features

On a server without billing, the owner turns teams on in Settings → General with Team features. Turning it off again only works once the other members are gone. When billing is configured the switch isn't shown: the owner chooses Team in Settings → Billing → Upgrade, names the team and pays for the first seat, and each person who joins adds a seat; see Billing (contact us for setup).

Once teams are on, owners and admins get Settings → Organization, where Name renames the team. Members don't see it. On mobile, owners and admins see an Organization row in the account screen that opens the same settings on the web.

Roles

• Owner: everything an admin can do, plus billing and Make owner. There is one owner.
• Admin: invites and removes people, including other admins, changes roles, and manages every team space and its bots. Admins also set the design system and the page switches in Settings → General. They can't see or change billing.
• Member: uses the spaces they are in, and their own private spaces. Members can make bots in the team spaces they are in.

Only the owner manages the plan, credits, card, billing details and invoices.

Invite people

In Settings → Organization → Members, choose Invite, enter an email address, pick Member or Admin, and choose Send invite. The person gets an email with a link. Without email set up (contact us for setup) on the server, the invite exists but nothing is sent.

• The link works for 7 days. Inviting the same address again replaces the earlier link.
• Choose Revoke next to a pending invite to cancel it.
• A team can send 50 invites a day, and 3 to the same address.
• On a paid team, each person who joins adds a seat, charged to the owner's card when they join.

Join a team

Open the link and choose Join, or just sign in to the app with the invited address: it shows who invited you, with Join and Decline. A new account sees this before setting anything up. On the web, closing it asks again on your next visit; on mobile, Not now puts it off. The account's email must be verified and match the invite. Someone without an account signs up first, so on a server that limits signups their address must be allowed by the operator, and on a server with signups turned off only existing accounts can join. See Sign-in and accounts (contact us for setup).

When you join, you're added to every team space, and the app opens one of them.

Your existing spaces come with you, with their bots, chats and memory. They become your private spaces in the team, and no one else can open them, not even admins. They are deleted if you leave the team. If you have paid for a plan, it ends, and what is left of it goes to the team. When either applies, the invite says so before you choose Join.

You can't join while your account:

• belongs to a team with other people in it, including one you own with Team features on (leave it, or remove the others, first), or
• is shared with other people.

Team spaces

On web and the desktop app, owners and admins create team spaces from Create (the + at the top of the sidebar) with New team space, or in Settings → Organization → Team spaces with New space. Name it, pick who is in it and choose Create space. To change the people later, choose the space in Team spaces.

Owners and admins are in every team space and can rename or delete it. Other members see only the team spaces they are in, plus their own private spaces. Someone you demote from admin stays in every team space as a member until you take them out.

Taking someone out of a team space stops their work there, deletes their chats with its bots and the credentials they added there, and gives the bots they made to the team's owner.

Shared bots

A bot in a team space belongs to everyone in it. Each person has their own private chat with it, with their own memory and routines, and works on their own computer in the space. Others can't read your chat. It uses each person's own app connections and credentials, never yours. See What's shared in a team space.

Only the person who made a bot and the team's owners and admins can change, archive or delete it. Everyone else can chat with it and pin it or move it to a section for themselves. Team bots can also join group chats in the space.

Credits

Only the owner can top up or renew the team's plan. When the team runs out of credits, the owner's chat shows a Billing button. Everyone else is told to ask a team owner: Out of credits. Ask a team owner to top up., or Your team's plan has ended. Ask a team owner to renew it.

Change roles

In Members, use the role menu next to a person to make them Member or Admin. Your own role and the owner's don't have a menu.

To hand the team to someone else, open the actions menu (...) next to them and choose Make owner. You become an admin.

Remove someone or leave

Owners and admins choose Remove from a person's actions menu. A member can leave from Settings → General with Leave team, and is signed out afterwards.

Removing or leaving:

• Stops the person's running work and routines in the team.
• Deletes the app connections, saved credentials and bot credentials they added in the team's spaces, and unlinks their chat apps there.
• Deletes their chats with team-space bots, and gives the bots they made there to the team's owner.
• Deletes the private spaces only they belong to, with everything in them.
• Ends their membership.

Credentials saved for a team space itself, and its memory settings, stay with the space.

The owner can't be removed and can't leave. Make someone else the owner first. An owner also can't delete their account while the team has other members.

Deleting an account is not the same as leaving: it deletes every bot the person made, team-space bots included. To keep someone's team bots, remove them from the team first; their bots then go to the owner.

Audit log

Invites, joins, role changes, removals, team space changes, renames and plan changes are recorded in the audit log (contact us for setup). There's no screen for it in the app: owners and admins download it while signed in on the web from /api/audit-events/export on your server's address, such as https://bots.opisense.com/api/audit-events/export on Opisense Cloud.