Frontman : Enterprise Chatbot Platform
  • 👋Frontman | Enterprise Chatbot Platform
    • 🚀How to Get Started with Frontman
    • 💰Pricing
    • 📞Schedule Demo & Contact Founding Team
  • 😍Create your First Chatbot
  • 📊Dashboard
  • 〽️Story Builder
    • ➕How to Build your First Chatbot Flow
    • ➕Building Blocks
    • ➕Cards
      • ➕Display Cards
        • Bot Says
        • Image/GIF
        • Carousel
        • Quick Reply
        • Phraser Card
        • Audio
        • Video
        • Multiple Choice
        • User Input
        • Range Slider
        • Rating
        • Date Picker
        • Auto suggest
        • Custom Form
        • Website
        • Book Meeting
      • ➕Utility Cards
        • Go-to
        • Setup user attribute
        • Email
        • JSON API
        • Google Sheets
        • Run-IF Card
        • Typing Delay
        • Comments
        • Goal Tracker
        • A/B Splitter
        • Custom Script
        • End Conversation
        • SMS
        • Slack
        • Export via Zapier
        • Whatsapp Template
      • ➕Plugin Cards
        • Shiprocket Track Card
        • Shopify
          • Cancel Order
          • Track Order
          • Return Order
        • Zoho CRM
        • Salesforce CRM
        • Hubspot CRM
        • Odoo CRM
        • Pipedrive CRM
        • Active Campaign CRM
    • ➕Chatbot Details
    • ➕Export Chatbot
    • ➕Direct Link
    • ➕Clone Block
  • 🔆Instinct AI
    • Train AI
      • Data Loaders
        • Document Loader
        • Crawl Website
        • Notes
        • Google Drive
        • Amazon S3
        • Gitbook
        • Microsoft OneDrive
        • Notion
        • RSS
        • Confluence
        • Shopify Blog
        • Zendesk
        • Knowledge Base(Makerobos)
        • Shopify AI Search
        • Image Parser
      • Data Bank
    • AI Agents
      • Wikipedia
      • Youtube Search
      • Function Calling
      • Recent News
      • Web Search
      • Run Block
      • Shopify AI Search
      • Task Master
    • Private Notes
    • Feedback
    • Insights
  • 📺Style Builder
    • ➕Setup Avatar
    • ➕Setup Chatscreen
    • ➕Setup Homescreen
  • ☁️Publish
    • ➕Install Frontman on your Website
    • ➕Track Visitor with your Frontman
    • ➕Custom Display Settings
    • ➕Conversational landing page (Progressive)
    • ➕Embed Frontman
    • ➕Security
    • ➕Language
    • ➕Time Zone
    • ➕Hibernate Frontman
  • 📊Analytics
    • ➕Session
    • ➕Active Users
    • ➕Total Messages
    • ➕Total Visits
    • ➕Traffic Stats
    • ➕User Activity
    • ➕Resources
    • ➕Goal Tracker
  • 🧑‍🤝‍🧑Audience
    • ➕User Attributes
    • ➕How to set filters
    • ➕How to export User’s data
    • ➕Customize Table
  • ⚒️Marketing Tools
    • Teaser Message
    • Frontman Apps
      • Persistent Menu
      • Broadcast message
      • Get Subscribers
      • Knowledge Base
  • 📖Knowledge Base
    • ➕Overview
    • ➕Collections
    • ➕Articles
    • ➕Reports
  • ⚙️Account Settings
    • ➕My Profile
    • ➕Company Details
    • ➕My Plan
    • ➕Plans and Pricing
    • ➕Order History
    • ➕Billing Preference
    • ➕Invoice History
    • ➕Developers Hub
      • ➕API Key
      • ➕Postman Collection
      • ➕Google Application
      • ➕Amazon SNS
      • ➕SMTP
      • ➕Whatsapp Template Messaging
      • ➕LLM's
      • ➕Data Loaders
    • ➕Applications
    • ➕Manage Teams
    • ➕Manager Account
    • 🪧Report a Issue
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On this page
  • Roles and Permissions:
  • Team Management Interface:
  • Adding Team Members:
  • Managing Existing Team Members:
  • Additional Notes:
  • Benefits of Team Management:
  1. Account Settings

Manage Teams

PreviousApplicationsNextManager Account

Last updated 10 months ago

Frontman empowers you to collaborate effectively with your team! This section details how you can invite and manage teammates for both the core Frontman platform and any installed addons.

Roles and Permissions:

  • Admin:

    • Full access to all features and settings of Frontman and addons.

    • Can invite and manage teammates (add, edit, remove roles).

  • Editor:

    • Full access to functionalities and settings, excluding teammate management.

    • Can edit and manage bot content and configurations.

  • Viewer:

    • Limited access to view bot content and analytics.

    • Cannot edit or modify any settings or content.

Team Management Interface:

The "Team Management" section offers an overview of your team members:

  • Total: Total number of teammates currently on the team.

  • Admin, Editor, Viewer: Numbers indicating the number of users assigned to each role.

  • Search bar: Search for specific teammates by name or email.

  • Status: Displays the user's current activity status (online/offline).

Adding Team Members:

  1. Click "Invite a teammate."

  2. Enter the user's full name and email address.

  3. Choose a role from the dropdown menu (Admin, Editor, Viewer).

  4. Optionally, select specific bots the user can access under "Assigned Bot."

    • "All" grants access to all bots on your account.

    • Choose individual bots to limit their access.

  5. Click "Send Invite."

Managing Existing Team Members:

The table displays a list of existing team members with the following information:

  • Name: Team member's full name.

  • Role: The user's currently assigned role (Admin, Editor, Viewer).

  • Created By: The user who originally added this team member.

  • Last Login: User's last recorded login time.

  • Joined on: Date the user joined the team.

  • Status: Displays the user's current activity status (online/offline).

  • Action: Provides options for managing the user's role.

    • Change Role: Allows you to modify the user's permission level (Admin, Editor, Viewer).

Additional Notes:

  • Ensure the email address used for the invite is accurate for successful delivery.

  • Teammates receive an email notification with a link to accept the invitation and join your team.

  • After accepting, users can access Frontman with the assigned role permissions.

  • You can edit pre-assigned bot access anytime by modifying the "Assigned Bot" section before sending the invite.

Benefits of Team Management:

By utilizing team management features, you can streamline workflows, ensure all team members have access to the information they need, and delegate tasks based on individual roles. This fosters a collaborative environment where everyone can contribute to achieving common goals using Frontman.

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