DocsTeam and settings
Your team and roles
Everyone in a OneInfer organisation shares one Aura workspace: the same bots, chats, visitors and figures. What each person can do follows their role in the organisation.
Workspaces
- Your own workspace is yours alone, and you can do everything in it.
- An organisation's workspace is shared by everyone in that OneInfer organisation. It takes the organisation's name, and the organisation's OneInfer credits pay for its bots and AI.
If you're in an organisation, the switcher at the top of Aura's side rail moves between workspaces. Each browser tab keeps its own choice.
Members, invitations and roles are managed in the OneInfer console, not in Aura. There's no separate Aura sign-up for teammates, and no fee per seat.
What each role can do
| Owner | Admin | Developer | Billing | Viewer | |
|---|---|---|---|---|---|
| See bots, chats, visitors, Live and Insights | Yes | Yes | Yes | Yes | Yes |
| Reply, take over, hand back, close, block, export chats, change tickets | Yes | Yes | Yes | ||
| Create and edit bots, knowledge and saved replies; run AI insights | Yes | Yes | Yes | ||
| Model access, integrations, environments and deploy keys; delete bots or a visitor's data | Yes | Yes |
Role changes and removals take effect within a minute. Someone who can't do something sees why, for example "Your role can read chats, but not reply or add notes."
Working as a team
- One chat, one person at a time. When someone takes a chat over, everyone sees "Name is chatting". Anyone else can still write in it, and is told who has it.
- Visitors see your team, not you. Replies show the bot's team name; inside Aura, each reply shows who wrote it.
- Typing shows. Teammates see "Name is typing…" in a chat.
- Notes are for the team. An Internal note in a chat is never shown to the visitor or the bot.
- Tickets have an owner. Each ticket can be assigned to an owner, admin or developer, and the new assignee is alerted.
- Saved replies are shared. The whole workspace uses the same saved replies.
- Alerts are personal. Each person chooses how alerts reach them, in their own browser. See Notifications.