Team Management
Invite team members, assign roles, and manage access to your Panacea workspace.
You can invite your whole support team to Panacea so they can collaboratively manage the inbox, review queue, and knowledge base. Team members are available on Growth plan and above.
Opening Team settings
Go to Settings → Team.
Roles
| Role | Permissions |
|---|---|
| admin | Full control — edit wiki, manage settings, invite/remove members, manage billing. |
| trainer | Content curation — approve and reject review queue proposals, adjust confidence scores, manage wiki entries. |
| support | Support operations — claim and respond to escalations in the Inbox, send messages to customers. |
| viewer | Read-only access to the dashboard, wiki, analytics, and session history. Cannot write anything. |
Note: The workspace creator is the first admin. There is no separate "owner" role — all admins share full control of the workspace.
Member limits by plan
| Plan | Max members |
|---|---|
| Free | 1 |
| Growth | 5 |
| Pro | 20 |
| Enterprise | Unlimited |
Inviting a team member
- Click Invite member.
- Enter the person's email address.
- Select their role.
- Click Send invite.
The invitee receives an email with a sign-up link. Once they accept, they appear in your team list with the assigned role.
Resending an invite
If the invite expires or the person did not receive the email, find their entry under Pending invites and click Resend.
Changing a member's role
- Find the member in the Members list.
- Click the role dropdown next to their name.
- Select the new role.
Changes take effect immediately.
Removing a member
- Find the member in the Members list.
- Click the menu next to their name.
- Click Remove from workspace.
- Confirm.
The removed member loses access immediately. Their past activity remains in the audit history.