Skip to main content
Every ChatAds workspace is a team: the widget configuration, monetization settings, analytics, and billing all belong to the team, and every person you invite works on that shared setup. To open team settings, click the gear icon in the top-right of the dashboard and choose Team.

​
Inviting Team Members

Team Members card with an Invite Member button and a table listing each member's email, role, and join date
Click Invite Member, enter the person’s email address, and pick a role. They receive an email with an acceptance link; until they accept, the row shows a Pending badge and you can resend the invitation from the table. Invitations expire after 14 days. Owners and admins can invite members. Admins can assign the Admin, Member, or Viewer role; only an owner can grant the Owner role.

​
Roles & Permissions

ChatAds has four roles. The Team page shows this same reference table:
Role permissions matrix comparing Owner, Admin, Member, and Viewer across team management and widget permissions
PermissionOwnerAdminMemberViewer
Invite / remove membersYesYes--
Update team settings (e.g. team name)YesYes--
Manage billing and payment methodsYes---
Delete the teamYes---
View widget settings, usage, and conversationsYesYesYesYes
Edit general widget settings (prompt, theme, page rules, starter questions)YesYesYes-
Manage activation & monetization (widget on/off, monetization toggles, allowed domains, affiliate tags)YesYes--
A useful way to think about it:
  • Owner - full control, including billing and team deletion. Every team needs at least one.
  • Admin - runs the team day to day: members, widget activation, monetization, domains. No billing.
  • Member - edits the widget’s content and behavior (system prompt, theme, page rules, starter questions) but can’t touch activation, monetization, or membership. A good fit for writers and site editors.
  • Viewer - read-only. Sees usage, conversations, settings, and members without being able to change anything. A good fit for stakeholders who just need visibility.

​
Changing Roles & Removing Members

Owners and admins change roles from the dropdown in the members table. A few guardrails apply:
  • You can’t change your own role.
  • Only an owner can change another owner’s role.
  • The last owner can’t be removed or leave; promote someone else to Owner first.

​
Team Name & Team ID

The Team Information card holds your team name (shown in the dashboard and invitation emails) and your Team ID. The ID is only used for support: include it when you email team@getchatads.com so we can find your account immediately.

​
Activity Log

Every meaningful account action is recorded in an audit trail. Click View Activity on the Team page (or the gear icon > Team > Activity Log) to see it:
Team Activity feed showing logged events such as affiliate tag updates, settings changes, and invoices, each with user, timestamp, and IP address
Logged events include member invitations, joins, and removals; role changes; settings and affiliate tag updates; plan changes; invoices and payment method changes; and data exports. Each entry records the event type, who did it, a timestamp, success or failure, the IP address and browser it came from, and event-specific details (expand Show metadata to see them). The log is visible to all team members, and the Export CSV button downloads the recent history for compliance or record-keeping.

​
Exporting Team Data

The Export Team Data card downloads your team configuration as JSON: settings, members, key metadata, and keyword rules. Secrets (keys and Amazon affiliate tags) are never included in the export. This exports the team’s configuration. For your chat and click data, use the CSV exports on the Usage and Conversations tabs, and for your personal data see Your Account.

​
Deleting Your Team

Only an owner can delete a team, from the Danger Zone at the bottom of the Team page. Deletion is a two-stage process:
  1. The team enters a 30-day grace period. Any active paid plan is canceled, and the owner can restore the team at any point during the window.
  2. After 30 days, the team and all its data are permanently deleted.
Remove the widget snippet from your site when you delete the team; a deleted team’s widget stops serving.