Roles and permissions

Access is granted per chatbot. Someone can be Owner of one chatbot and Viewer of another in the same account.

The three roles

The practical difference between Owner and Manager is the catalog. A Manager can tune how products are searched and presented, but cannot import feeds, edit products, or restructure categories.

Invite someone

1. Open the chatbot
2. Go to Settings → Users
3. Enter the person’s email address under Invite User
4. Pick Manager or Viewer
5. Send

They receive an email with a secure link. The invitation also appears under Pending Invitations on their Account page once they log in, where they can Accept or Delete it.

The invitee needs a Mikabot account. If they do not have one, they sign up with the invited address first.

Change or remove access

Go to Settings → Users → Users with Access. Change a role from the dropdown, or remove the user entirely. Changes apply the next time they load a page.

A role is per chatbot. The role someone holds on one chatbot says nothing about another.

Pending invitations can be withdrawn from the same screen before they are accepted.

Ownership and billing

Each chatbot has exactly one account owner, and that owner’s subscription plan sets the limits for the chatbot: how many products it can hold, how many messages it can serve, how many people can access it.

To hand a chatbot to a different account — for example when a client takes over from an agency:

1. Go to Settings → Users
2. Open Transfer ownership
3. Select the new owner from the users who already have access
4. Confirm

Only the current owner (or Mikabot support) can start a transfer, and the new owner must already have access to the chatbot.

After the transfer, the new owner’s plan governs the chatbot and their limits apply immediately. Make sure their plan is large enough before you transfer. The previous owner keeps access as a Viewer.

Choosing roles in practice

• Agency managing a client site — agency user as Owner, client contact as Manager
• Client owns the subscription — client as Owner, agency as Manager
• Marketing colleague who only reports — Viewer
• Someone who maintains the product feed — Owner, since Product feeds, Products, and Categories are Owner-only

Related

• Account setup
• Plans and usage limits