Account & Workspace Management

Manage users, roles, workspace settings, and SSO configuration.

3 min read4,300 viewsUpdated 2026-01-22

Managing users

Invite team members via Settings → Users → Invite. Assign roles:

Role	Permissions
Admin	Full access - billing, agents, settings
Manager	Hire/release agents, manage skills
Viewer	Read-only access to dashboards

Invite flow:
Settings → Users → Invite → Enter email → Select role → Send

Enterprise plans support SAML 2.0 SSO. Configure it in Settings → Security → SSO.

Supported identity providers:

<!-- SAML metadata endpoint -->
https://panel.botonom.com/saml/metadata/<workspace-id>

SSO configuration typically takes 10–15 minutes. Our support team can walk you through it if needed.

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