Control what each team member can see and do inside your Boei account.
How to get there: Go to Setup → Team in the top menu, then click a team member to edit their permissions.
Boei has the Owner and any number of Team members. Team members can be invited with a preset role (Admin, Agent, Viewer) or set up with custom permissions.
The person who created the account. There is one owner per account, and the owner has full access to everything: all widgets, chatbots, FAQs, inbox, contacts, deals, analytics, and billing.
Transferring ownership. There is no "transfer ownership" button. To hand the account over to someone else, change the account's email address to the new owner's email under Account → Profile. If a Boei account already exists with that email, the new owner needs to change the email on that existing account first (or delete it), and then you can swap yours in.
People you invite into your account. When you invite them you pick a role, which sets sensible defaults for the eight underlying permissions. You can still fine-tune any permission afterwards. They have their own login and password but, when they sign in, they see your account's data based on the permissions you've granted.
See Team Members for how to invite and remove them.
Pick one of these when you invite a team member. Each role is a preset over the eight underlying permissions (see below).
| Role | What they can do |
|---|---|
| Admin | Full access. All eight permissions on. Use for co-founders, senior team, anyone you'd trust to run the account. |
| Agent | Handle live chats and customer conversations. Gets View Inbox, Manage Contacts & Deals, and Be a Live Chat Agent. Cannot edit widgets, chatbots, or billing. |
| Viewer | Read-only. Gets View Inbox and View Analytics. Cannot change anything. Use for stakeholders who need visibility without editing rights. |
| Custom | You pick each of the eight permissions individually. Use when none of the presets fit. |
Changing a team member's role later re-applies the preset over their permissions. Switch to Custom if you want to mix-and-match without a preset overriding your choices.
Every role resolves to some combination of these eight toggles.
| Permission | What it unlocks |
|---|---|
| Manage Sites & Widgets | Create and edit websites, widgets, and channels |
| Manage Chatbots | Create and edit chatbots, train them, edit the AI prompt and tone |
| Manage FAQs | Create and edit FAQ databases and questions |
| View Inbox | Open the Inbox, read conversations, reply, export transcripts |
| Manage Contacts & Deals | View and edit contacts, manage deals, run bulk follow-ups |
| View Analytics | Open analytics dashboards for chatbots and widgets |
| Be a Live Chat Agent | Receive and reply to live chat conversations as an agent. Uses one live chat seat from your plan. See Live Chat Agent Seats |
| Manage Billing | Change the subscription, update payment methods, view invoices |
Note: Enabling Be a Live Chat Agent automatically enables View Inbox as well, since an agent needs the inbox to receive chats.
The owner can also toggle Be a Live Chat Agent on themselves, which adds the owner to the live chat agent pool and consumes one seat.
There is no built-in way to restrict a team member to specific inboxes or specific chatbots. A team member with View Inbox sees every conversation on the account.
If you need a team member to only see conversations from one website or one chatbot, please contact support and we'll arrange it for you.
If you run an agency with subaccounts (client accounts), the permissions you grant on the agency's main account automatically extend to every subaccount underneath it.
For example, if your colleague has Manage Chatbots enabled on your agency account, they can also manage chatbots inside every client subaccount, without you needing to invite them into each client separately. The same applies to all eight permissions.
If you want a team member to only have access to one specific client and not the others, invite them as a team member on that subaccount instead of on the agency level.