Team Management

Alhena AI lets you invite teammates and control exactly which features each one can access. Workspace owners can keep billing and integrations to themselves while still giving teammates the conversations, analytics, or AI settings they need to do their job.

Roles overview

There are two roles you can assign:

• Admin

  • Full access to every feature across the workspace, including billing.

  • Can create and switch between AI profiles, manage the team, and change anyone's access.

• Member

  • Access is scoped to a single AI profile.

  • Within that profile, an admin chooses whether the member gets All access (every feature) or only a specific subset.

Only admins can invite new teammates or change another teammate's access.

Watch a quick walkthrough

Features you can grant

When inviting a Member, you can grant access to any combination of these features on the selected AI profile:

Feature	What it covers
AI Settings	Knowledge base, guidelines, and AI agents
AI Visibility	Where and when the AI appears for end users
Analytics	Agent performance and conversation analytics
Conversations	Live and historical chat conversations
Integrations	Helpdesks, ecommerce platforms, and other connected services
Social Conversations	Conversations from social channels
Billing	Plan, invoices, and subscription management

Adding a new team member

1. On the dashboard, go to Settings → Manage Team and click Invite members.

2. Enter the teammate's email address.

3. Choose a Role — Admin or Member.

4. If you picked Member:

   • Select the AI profile they should manage.

   • Pick the features they can edit on that profile, or click Select all to grant access to everything.

5. Click Send invite.

Inviting a Member — by default, no features are selected and you must grant at least one before the invite can be sent.

Granting access to specific features only (here, Analytics and Billing on the gleentest2 profile).

Clicking Select all grants the member access to every feature on the chosen AI profile.

Once the invite is accepted, the teammate can sign in and will see only the features you granted.

Changing a teammate's access

Admins can change anyone's role or feature access at any time.

1. Go to Settings → Manage Team.

2. Find the teammate in the Existing teammates list. The Access column shows what they can reach today — Entire workspace for admins, or the AI profile and feature list for members.

3. Click the edit icon in the Actions column.

4. In the modal, change the role, toggle individual features, or click Select all / Deselect all to flip between full and specific access.

5. Click Save changes.

Manage Team page showing each teammate's role and access scope.

To remove a teammate, click the trash icon next to their name.

Frequently asked questions

Is there a limit on the number of admins or members I can add?

No. You can add as many teammates as you need.

Can a member access more than one AI profile?

Each member row is scoped to a single AI profile. If a teammate needs access to multiple profiles, invite them once per profile or promote them to Admin.

Can a member see billing?

Only if you grant them the Billing feature, or make them an Admin. Admins always have billing access.