A team member is a ChatPlace user to whom you grant access to your project as a collaborator.
Team members do not have access to your personal account settings. That means they cannot:
Change your ChatPlace account password
Manage your subscription (modify your plan, cancel, or view billing history)
View or change your saved payment method
However, team members can manage your project based on their access level.
There are 2 access levels, corresponding to 2 project roles:
1. Operator:
Access to “Chats” and “Clients” sections only
Can view and manage conversations with your clients
Can export your client database with all relevant data
Cannot access any other parts of the project
2. Admin:
Full access to all sections of your project
Can connect accounts, build and edit automations, manage growth tools, view analytics, send broadcasts, configure integrations
Also has access to “Chats” and “Clients”
No access to your personal ChatPlace account
In the Team Members list, you may also see the role "Owner" — this is the project owner. For this role:
You cannot assign or change this role.
The Owner is the creator of the ChatPlace account.
ChatPlace does not recommend sharing your personal account login with others — even trusted contacts.
It’s much safer to invite someone as a team member with appropriate access.
How to add a team member
To add a team member:
The user must already be registered on ChatPlace.
Go to the Team Members section in your project settings.
Enter the email address of the user’s ChatPlace account.
Select their access level (Operator or Admin).
Click “Invite”.
✅ Done! the team member is now added to your project.
They can now click on the project icon in the top-left corner of their screen and select the project they need to manage from the popup window:
If you’re no longer working with a specific user, you can remove them from your Team Members list. They will immediately lose access to your project.