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Fliqr AI supports multiple team members under a single account. Each member is assigned a role that determines what they can view, edit, and configure. Getting roles right from the start prevents accidental changes to live flows and keeps billing and account settings restricted to the people responsible for them.

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Overview

There are three roles in Fliqr AI: The Agent role is designed for live-chat operators who handle conversations in the Inbox. Restricting them to Inbox and Contacts means they can respond to customers without any risk of modifying the automation configuration.

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Prerequisites

  • Owner or Admin access on the Fliqr AI account
  • The email address of the person you want to invite

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Inviting a Team Member

1

Open Team settings

Go to Settings → Team.
2

Click Invite Member

Click the Invite Member button in the top-right corner.[SCREENSHOT: Team management page with a list of members, their roles, and an Invite button]
3

Enter the email address

Type the team member’s email address in the invitation form.
4

Select a role

Choose Owner, Admin, or Agent from the role dropdown. If you’re inviting a customer support representative, Agent is almost always the right choice.
5

Send the invitation

Click Send Invitation. The invited person receives an email with a link to accept the invitation and set up their password. The invitation link expires after 48 hours.
Use the Agent role for live-chat operators who only need Inbox access. This prevents accidental edits to flows or settings while still giving them everything they need to handle customer conversations.

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Changing a Team Member’s Role

1

Open Team settings

Go to Settings → Team.
2

Select the team member

Click the member’s name or row in the team list.
3

Change the role

Select the new role from the dropdown and click Save. The change takes effect immediately — the member’s next page load will reflect the new permissions.

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Removing a Team Member

1

Open Team settings

Go to Settings → Team.
2

Select the team member

Click the member you want to remove.
3

Remove and confirm

Click Remove Member and confirm the action in the dialog. The member loses access immediately. Any conversations they were assigned to in the Inbox remain in the system and can be reassigned.

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Transferring Ownership

The Owner role can only be transferred, not duplicated. There is always exactly one Owner on an account. To transfer ownership to another team member, contact Fliqr AI support — this cannot be done through the Settings panel.

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What’s Next

Billing

Manage your subscription, payment method, and invoices.

Security

Enable two-factor authentication and manage API key security.