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Team Management

Invite team members and manage access to your Deway admin dashboard.

Overview​

Team Management allows you to:

  • Invite new team members
  • Assign roles with different permission levels
  • View and manage existing team members
  • Remove access when needed

Roles​

Deway supports three permission levels:

RolePermissions
AdminFull access - can manage team, billing, and all settings
WriteCan create and modify content - Jobs, Agent Training, Knowledge Base
ReadView-only access - can see analytics and chats

Role Comparison​

CapabilityAdminWriteRead
View Dashboard✅✅✅
View Chats✅✅✅
View Jobs✅✅✅
Create/Edit Jobs✅✅❌
Edit Agent Training✅✅❌
Edit Look & Feel✅✅❌
Manage Knowledge Base✅✅❌
Configure Integrations✅✅❌
Invite Team Members✅❌❌
Change Roles✅❌❌
Remove Team Members✅❌❌
Manage Billing✅❌❌

Inviting Team Members​

Step 1: Navigate to Team Settings​

Go to Settings > Team in the admin dashboard.

Step 2: Click "Invite Member"​

Open the invitation dialog.

Step 3: Enter Details​

FieldDescription
EmailTeam member's email address
RoleSelect Admin, Write, or Read

Step 4: Send Invitation​

Click Invite to send the invitation email.

Invitation Status​

Invited members have one of two statuses:

StatusDescription
PendingInvitation sent, not yet accepted
AcceptedMember has logged in at least once

Managing Team Members​

View All Members​

The Team page shows:

  • Member email
  • Name (after first login)
  • Role
  • Status (pending/accepted)
  • Invitation date
  • Acceptance date (if accepted)

Change a Member's Role​

  1. Find the member in the list
  2. Click the role dropdown
  3. Select the new role
  4. Confirm the change

Note: Only Admins can change roles.

Remove a Team Member​

  1. Find the member in the list
  2. Click the remove/delete icon
  3. Confirm the removal

Note: Only Admins can remove members. You cannot remove yourself.

Best Practices​

Principle of Least Privilege​

Assign the minimum role needed for each team member's responsibilities:

  • Customer Success Managers → Read (monitor chats and analytics)
  • Product Managers → Write (manage Jobs and Training)
  • Engineering/Admin → Admin (full access)

Regular Audits​

  • Review team access quarterly
  • Remove departed employees promptly
  • Verify roles match current responsibilities

Secure Invitations​

  • Only invite people who need access
  • Verify email addresses before inviting
  • Use work email addresses, not personal

SSO Authentication​

Team members authenticate using your organization's SSO provider. When a member is invited:

  1. They receive an email invitation
  2. They click the link to access the admin
  3. They authenticate with your SSO provider
  4. They gain access based on their assigned role

Note: Deway uses email domain to determine the tenant. All team members must use email addresses from your organization's domain.

Troubleshooting​

Invitation Email Not Received​

  1. Check spam/junk folder
  2. Verify the email address is correct
  3. Ensure the email domain matches your organization
  4. Resend the invitation

Cannot Log In​

  1. Verify SSO is configured for your domain
  2. Check with your IT admin that SSO is working
  3. Ensure the invitation was accepted
  4. Try clearing browser cookies and cache

Cannot Change Roles​

Only Admins can change roles. If you need a role change:

  1. Contact an existing Admin
  2. Ask them to update your role

Next Steps​