Guides

Team Management

Invite team members, manage roles and permissions, and monitor organization-level activity with the audit log.

FutureBase supports multi-member teams. You can invite colleagues, assign roles with different permission levels, remove members, and review an audit log of organization-level changes.

Inviting members

Go to Settings → Team.
Click Invite Member.
Enter the email address of the person you want to invite.
Select their role (see Roles below).
Click Send Invite.

The invitee receives an email with a link to accept the invitation. Until they accept, they appear in the team list with a Pending badge.

If the invite expires before they accept (7 days), you can resend it from Settings → Team → [Member] → Resend Invite.


Roles

RoleDescription
OwnerFull access to everything, including billing, deleting the organization, and transferring ownership. Only one owner per organization.
AdminFull access except billing and organization deletion. Can manage team members, integrations, and all agent settings.
MemberCan use all product features (conversations, tickets, feedback, content) within agents they have access to. Cannot change organization settings or manage other team members.

Role comparison

PermissionOwnerAdminMember
View and use conversations
View and use tickets
View and use feedback
Manage knowledge base content
Configure integrations
Invite / remove team members
Change team member roles
Manage billing and subscription
Delete the organization

Changing a member's role

Go to Settings → Team.
Find the member and click the role badge next to their name.
Select the new role from the dropdown.
Confirm the change.

Changing a member from Admin to Member removes their access to organization settings and integrations immediately.


Removing a member

Go to Settings → Team.
Click the three-dot menu next to the member's name.
Select Remove from organization.
Confirm the removal.

Removed members lose access immediately. Their past activity (tickets created, comments posted, conversations handled) remains in the system.


Transferring ownership

The Owner role can be transferred to another Admin:

Go to Settings → Team.
Click the three-dot menu next to an Admin's name.
Select Transfer ownership.

Confirm. You will be downgraded to Admin and the selected member will become the new Owner.

Ownership transfer is immediate and cannot be undone without the new owner's cooperation.


Activity log

The activity log is an audit trail of organization-level changes. It records who did what and when.

Events recorded:

  • Member invited, accepted invite, or removed
  • Role changed
  • Integration connected or disconnected
  • Agent created or deleted
  • Billing plan changed
  • API keys created or revoked
  • Organization settings changed

Viewing the activity log

Go to Settings → Activity Log.

You can filter by:

  • Date range — narrow to a specific window
  • Member — see all actions by a specific person
  • Event type — filter to a category of events

The activity log retains events for 90 days on the Hobby plan and 12 months on Pro.

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