Team Management

Workspace

Workspace is a new feature introduced into Denser. As shown in the following screenshot, each Denser user account is linked to a default workspace.Each Denser user is the owner of his/her default workspace. As shown in the screenshot below, the default workspace is called Denser AI. Chatbots are grouped inside this workspace.

A workspace owner can now add additional members to the workspace, and allows these members to access part of the Denser dashboard UI based on their granted roles. The sections below describe this new team management features in detail. Click Settings tab on the header bar to setup team members and roles for your workspace.

Roles

Once you are at the workspace Settings screen, make sure you select Roles on the side panel as shown in the screenshot below.

In Denser team management, there are 3 standard roles:

• Owner: Workspace owner has full access to a Denser account. Each Denser user is the owner of his/her Denser account and workspace. There is exactly one owner per Denser workspace, and it is not possible to add new owners to a workspace.
• Admin: Access to most administrative operations in the workspace, except critical owner operations such as payment and delete account. I.e. Owner can delegate chatbot creation and lifecycle management to admin users.
• Member: Access to only chat window for all chatbots in the workspace.

It is also possible to define custom roles. Custom roles provides fine-grained access control to a subset of chatbots. E.g. if you have a chatbot that contains restricted information, and a chatbot that can be accessed by all team members, you can create a separate custom role for this purpose.

Click Add Role button to start creating a new role. As shown in the screenshot below, you can create a custom role Basic Chatbot and add the Denser Basic chatbot to this role.

Newly created custom role appears in the list of roles as shown below. You can then assign this role to a subset of users that should only have access to the Denser Basic chatbot.

Members

Once you decided the roles for your team members, you can switch to Members on the side panel to add new members to your workspace. Click Add Member button to start creating a new member. As shown in the screenshot below, select a role for the new members, and then enter email addresses of the new members you want to invite. You can add multiple member emails. Pressing Enter key or clicking the + button after entering an email address to start adding next member.

Click Invite Now to confirm adding members to your workspace. Denser will send separate invitation emails to members in the invitation list. You can see a list of members you invited in the Members table. Invited members are shown as Pending status initially. This status changes to Active after the invited members sign up and login to his/her Denser account.

When a new member signs up and login to his/her Denser account, the member should see 2 workspaces as shown in the screenshot below. For example, a new member was invited to Denser AI workpace. This new member is owner of his/her own workspace, and there is no chatbot yet. After switching the Denser AI's workspace, this member can see the Denser Basic chatbot since this member was granted the custom role Basic Chatbot Access.

Workspace Team Size

Maximum number of workspace members is limited by Denser subscription plan as shown in the table below.