Teams
A team is a shared workspace. Assistants, widgets, contacts, and conversations all live inside a team. Inviting teammates is how you collaborate without sharing logins; switching teams is how one user can serve clients across multiple workspaces.
What you can do with it
- Agency team collaboration — A digital agency runs five Insighto sub-accounts for five clients. Each team has its own assistants and conversations. The agency's account manager belongs to all five teams and switches between them from a single login.
- Multi-staff dental practice — A dental group has receptionists, the practice manager, and the dentist all on the same team. The receptionists handle conversations day-to-day; the manager has Admin to change assistant prompts; the dentist is Owner.
Roles
There are three roles. No "Viewer" today — every member can act.
| Role | Can |
|---|---|
| Owner | Everything, including billing, deleting the team, and changing other Owners. |
| Admin | Everything except deleting the team. Can invite, can change roles below Owner. |
| Member | Build assistants, run conversations, see all team data. Cannot manage billing or invite. |
Invite a teammate
- Open Settings → Teams → Invite member.
- Enter the email, pick a role, click Send invite.
- They get an email with a link. The link expires in 72 hours — if they miss it, you can resend.
The invitee creates an Insighto login (or signs in if they already have one) and is dropped into the team.
Switch the active team
A user who belongs to more than one team picks the active one from the top-right team switcher in the header.
Under the hood, every API request includes the active team via the X-Team-Id header. Switching teams in the UI updates that header, but the page refreshes — by design, so cached lists for the previous team don't leak through.
Remove or change a teammate
In the members list, the row's action menu lets Owners and Admins:
- Change a member's role (Owner-only for promotions to Owner).
- Remove a member from the team.
Removing a member doesn't delete their Insighto account — only their access to this team.
Where to next
- Profile — your personal account settings.
- API Keys — programmatic access (per-user, not per-team).
- Agency staff — if you're running a white-label agency, that's a different role set.