The Team screen

Manage who can log into your agency’s Platform, with what role, and whether they handle conversations. It has two tabs: Members and Invitations.

On Members you see, for each person:

• Their email.
• Their role — Admin, Editor or Read-only, as a colored label next to their name.
• Their status — Active or Suspended.
• Their presence — Online, Away, Busy or Offline.
• If they’re an inbox operator, the maximum simultaneous chats assigned to them (for example, “max 5 chats”).
• Their AI system training — “Training pending” or “Training completed on {date}” (section 1.1).

Above the list, a summary shows how many members there are in total and how many operators are online right now (for example, “1 member · 1 operator online”).

Only Admins see and use this screen normally (section 3); the other roles don’t access it.

1.1. AI system training record

The AI Act (Art. 4) requires that whoever operates the system be trained on how it works and its limits. Every row in the list carries a training indicator — “Training pending” or “Training completed on {date}” — and, next to it, a “Mark training” / “Remove mark” button that anyone with write permission on Team can tap (for themselves or for another member, after confirming in the notice that appears) once they’ve read Manual 35 · Training your team on the AI system. The record also saves who marked it, as evidence for a possible inspection.