Manage Team Collaboration

Privas AI lets you manage a domain together with your team. You can invite collaborators, assign roles, and remove access, so control stays structured and appropriate for your organization.

Grant access based on responsibility. Clear roles protect sensitive information, keep operational control, prevent accidental changes, and support accountability.

Roles

Each collaborator has one role that determines what they can see and change.

Owner

Full control of the domain. Can invite and remove collaborators, change roles, and modify all settings. The Owner cannot be removed by other admins. Assign this carefully.

Domain Admin

Manages most operational work: configure domain settings, view and manage conversations, take over and join live conversations, and adjust widget settings. A Domain Admin cannot remove the Owner. Suitable for team members who actively manage communication.

Editor

Works on what the assistant says and knows: knowledge sources, identity, behaviour, Scope Guardrail, email recipients, follow-up emails, and report schedules. An Editor can also update the status of Knowledge Gaps. Settings for the team, appearance, channels, integrations and alerts need a Domain Admin, and an Editor cannot take over a conversation. Suitable for content and marketing teams.

Viewer

Read-only. Can view domain data and review conversations, but cannot change settings, modify roles, or configure the widget. Suitable for oversight or reporting.

Invite a collaborator

1. Open your domain, then go to Settings > Team.

2. Enter the collaborator's email address.
3. Select the role.
4. Click Send Invite.

An invitation email is sent and stays valid for 7 days. If it is not accepted in time, send a new one. The invitation must be accepted while signed in with the email address it was sent to. Someone signed in with a different account is asked to sign in with the invited address, or to ask you to resend the invite to their own address.

Manage access

In the Team section you can view active collaborators and pending invitations, change roles, and remove access. Review access regularly so only the right people can reach your domain.

The name visitors see when a team member joins a conversation is not set here. Each admin sets their own under Settings > Live Chat > Your display name.

What this affects, and what it does not

Managing collaborators controls who can access the domain, manage conversations, and configure AI and widget settings. It does not change AI responses, modify knowledge sources, or interrupt live conversations. Access control is administrative, not conversational.

Next step

With your team set up, continue to Live Chat — Request a Person to let visitors reach a person.