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Teammates - Add extra agents (seats) to your Account

Rafaela Basso Updated by Rafaela Basso

What is a Teammate?

A Teammate is person who has access to your Landbot account, but with his/her own credentials.

When you create a Teammate you create a unique Login and Password for this user. And he/she receives an email with the invitation to join your team, in the email address registered by you.

They will therefore be able to login into your account at the same time as you or any other active Teammates.

NOTE: Teammates have an added cost in the Premium plans, which is charged immediately when you add a Teammate.

An invoice will be automatically generated too, which you can check in the Subscription > Invoices section of your account. It will appear as an extra Seat.

The monthly cost of each Teammate will vary depending on the Plan you currently have, and you can check the final price when you try to add a Teammate.Β 

What can a Teammate do?

A Teammate can do all sort of things, but the most important one is to work in collaboration with everyone else, as a team🀝

The more people involved in the idealisation, creation and maintenance of the bots, the better results you will have!

Warning: The same bot can't be modified simultaneously by several Teammates, because the last session saved will be the one that remains, and overwrites the previous ones.

Can I define Permissions to my Teammates?

It is currently not possible to add Permissions in the Sandbox, Starter or Professional plans.

We are working on a BETA version of a Permissions feature, which is currently only available for testing in our Business plans.

If you are in the Business plan, check out this article to learn more about this feature.

How can I add Teammates?

To add teammates to your Landbot account follow these steps:

  1. Go to your profile section (Avatar in bottom left corner):
  2. Select Team

  1. In the section Teammates you will see a PLUS sign, press on it:

You can also access the shortcut on the left side of your Dashboard, where you can see the list of your Teammates, and add a new one by clicking on Add Team Member.

Another possible way to add a Teammate is by clicking on the icon next to the bot's name from the bot builder:

  1. Now the Add a teammate section will be displayed. Proceed to add the email address of the Teammate that you want to add:
    You will see the price you will pay for adding this teammate before confirming the operation. Once you click on ADD, you will be immediately charged.

    You can find the invoice for this charge in the Subscription section.
  2. Once you press the button Add, the new user (not that will be the new teammate) will receive an email with the invitation to join the account.

If the user has accessed the login page directly, without clicking on the Accept Invitation button or the invitation URL sent in the invitation email, the system will still require a confirmation that will be sent to the Teammate's email address:

If this is the case, the user must then click on the button or link from the email, and then log in (check the following step), to activate the account.

  1. The new Teammate can then log into the platform, by adding his email address (the very same that received the invitation), and adding a password of his choice.

After doing that, click on Continue to log in:

And that is it, the Teammate can already start working on the account with you πŸ’ͺ🏻

PLUS: To edit the Teammate's information, access the Team section, where you can choose the Avatar, change the password, etc.

What to do when my Teammate already has a Landbot account?

If the person you are inviting already has a Landbot account, you will see an error message that says "This email is already used by another account".

In this case, there are 3 options:

  1. Ask the person to change the email on his/her other account, so you can invite him/her with the desired email address.
  2. Ask the person to delete the other account, if it is not being used.
  3. Add a "+" followed by any characters before "@" in the email address to create an email alias.

    For example: michael.jordan+23@email.com. The person will receive an invitation in his/her inbox michael.jordan@email.com , but should log in using michael.jordan+23@email.com as his log in details.
    Not all email providers allow this method.

How to Delete a Teammate?

To delete a Teammate, choose that Teammate to open its set up options (see here how to get to this section).

You will see on the bottom of the page a button with the option Delete.

Click on DELETE to delete the Teammate from your account.

Please notice that you must delete the Teammate before the end of your billing cycle to avoid being charged again for the next period.

How did we do?

Subscription Section (v3)

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