Manage your team — Pingu Docs

Invite colleagues to your Pingu workspace and choose what each of them can see and do. You manage your team and company details on the Company page.

Change your company name

In the dashboard, open Company.
Under Company & Workspace Settings, edit the Company Display Name.
Select Save Workspace.

Invite a team member

On the Company page, select Invite Team Member.
Enter their Email Address and choose the Email Language for the invitation.
Choose a role, or pick the exact sections they can use (see below).
Select Send Invitation.

They get an email with a link to register and an invite key that adds them to your company. Once they've registered, they appear under Team Members.

Every team member uses one admin seat. The free trial includes 1. If you need more, see Need more seats? below.

Roles and permissions

Pick a ready-made role, or turn individual sections on and off:

Role	Can use
Administrator (Full Access)	Everything
Manager / Maintainer	Dashboard, live chat, widgets and the Plugin Directory
Support Operator / Agent	Dashboard and live chat

The sections you can grant are:

Section	Gives access to
Dashboard & Analytics	Company statistics and summary cards
Live Chat & Session Logs	Live conversations, taking over from the AI, and chat logs
Widgets & AI Knowledge	Creating and editing widgets and their knowledge
Plugin Directory	Turning add-ons on and off and configuring them
Team & Privileges	Inviting people and changing their access
Billing & Subscriptions	Plans, invoices and limit requests

Change someone's access

Under Team Members, find the person and open Edit Roles & Privileges.
Choose a different role, or turn sections on or off.
Select Save Privileges.

Remove a team member

Under Team Members, select the remove button next to the person and confirm. They lose access to your workspace, and their seat is freed up. You can't remove yourself.

Need more seats?

Admin Occupancy shows how many seats you're using out of your limit.

Select Request Increase.
Enter the Desired Limit and a short Reason for Increase.
Select Transmit Request.

While we review it, the button shows Request Pending. You can also upgrade your plan.

Common issues

The invitation email didn't arrive. Ask them to check their spam folder, then check the email address and send the invitation again.

I can't see the Company page. Your account needs the Team & Privileges permission. Ask an administrator in your company.

A team member can't see a page. They don't have permission for that section. Open Edit Roles & Privileges and turn it on.