User Management lets administrators control who has access to Generate and what they can do within the platform.
User management page

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Viewing Users

The Users section shows all accounts in your organization:
  • Name and email — User identity
  • Team — Which team(s) the user belongs to
  • Role — Admin, member, or viewer
  • Status — Active, invited, or deactivated
User list with details

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Inviting New Users

1

Click 'Add User'

Invite User button
2

Enter their email

Type the email address of the person you want to invite.
Invite user form
3

Set their role

Choose the appropriate role:
  • Admin — Full access to all settings and management features
  • Member — Standard access to chat, agents, projects, and knowledge base
  • Viewer — Read-only access to conversations and documents
4

Assign to a team (optional)

Add the user to one or more teams for organized access.
5

Send invitation

Click Send. The user will receive an email with instructions to create their account.

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Managing Existing Users

Click on any user to:
  • Change their role — Promote or adjust permissions
  • Reassign teams — Move users between teams
  • Deactivate account — Disable access without deleting the account
  • Delete account — Permanently remove the user
User detail and management options
Deactivating a user preserves their data and conversations. Deleting a user is permanent — their personal data will be removed, though conversations they participated in will remain.

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User Roles

RoleChatAgentsProjectsKnowledge BaseAdmin Panel
AdminFullFullFullFullFull
MemberFullFullFullFullNo access
ViewerRead onlyView onlyView onlyView onlyNo access