> ## Documentation Index
> Fetch the complete documentation index at: https://boundbot.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Team settings

> Manage your team identity, members, integrations, and workspace-level settings.

export const BrowserWrapper = ({src, alt, title, description, height = '280px', caption, imgStyle = {}, children, imagePadding = '0px'}) => {
  const legacyDocsImagePrefix = '/images/';
  const productionDocsImagePrefix = '/docs/images';
  const rawSrc = typeof src === 'string' ? src : src && (src.src || src.default) || '';
  const imageSrc = rawSrc.startsWith(legacyDocsImagePrefix) ? `${productionDocsImagePrefix}/${rawSrc.slice(legacyDocsImagePrefix.length)}` : rawSrc;
  return <Frame caption={caption || alt || title} width="100%">
      <div style={{
    border: '1px solid #e2e8f0',
    borderRadius: '12px',
    overflow: 'hidden',
    boxShadow: '0 10px 15px -3px rgba(0, 0, 0, 0.1), 0 4px 6px -2px rgba(0, 0, 0, 0.05)',
    width: '100%'
  }}>
        <div style={{
    backgroundColor: '#f8fafc',
    padding: '10px 15px',
    borderBottom: '1px solid #e2e8f0',
    display: 'flex',
    gap: '6px'
  }}>
          <div style={{
    width: '10px',
    height: '10px',
    borderRadius: '50%',
    backgroundColor: '#ff5f56'
  }} />
          <div style={{
    width: '10px',
    height: '10px',
    borderRadius: '50%',
    backgroundColor: '#ffbd2e'
  }} />
          <div style={{
    width: '10px',
    height: '10px',
    borderRadius: '50%',
    backgroundColor: '#27c93f'
  }} />
        </div>
        <div style={{
    overflow: 'hidden',
    background: '#ffffff',
    width: '100%',
    padding: imagePadding
  }}>
          {src ? <img src={imageSrc} alt={alt || ''} data-docs-screenshot style={{
    ...imgStyle,
    width: '100%',
    minWidth: '100%',
    height: 'auto',
    display: 'block',
    borderRadius: '0px'
  }} /> : children ? children : null}
        </div>
      </div>
    </Frame>;
};

Most settings in BoundBot are scoped to the current team. If you switch teams from the sidebar, you are also switching the data, bots, channels, and integrations you are managing.

Open **Settings** from the sidebar to reach General, Members, Integrations, and Customize Widget. Personal profile, billing, and upgrade actions live in the avatar menu instead of team Settings. See <a href="/account/account-settings">Account settings</a> for those pages.

## General

Open <a href="https://www.boundbot.com/dashboard/settings/general" target="_blank" rel="noopener noreferrer"><b>Settings</b> -> <b>General</b></a> to update:

* team name
* team image

This is the identity used throughout the workspace.

The team name and image you set here also drive how your brand appears in the WebChat widget. When customers open the chat on your site, the widget can show your team name and logo so the experience feels on-brand. Use a clear, concise team name and a square logo or avatar for the best result in the widget header and across the dashboard.

<Tip>
  Use a square image (e.g. 256×256 px) for the team logo so it displays well in both the dashboard and the WebChat widget. High-contrast assets work in light and dark widget themes.
</Tip>

If you are an **Owner**, the **General** page also shows a **Danger Zone** where you can delete the team. Deleting a team removes access immediately, cancels billing, and starts a `30`-day recovery window before permanent purge. Members do not see this action.

## Team members

Open <a href="https://www.boundbot.com/dashboard/settings/general" target="_blank" rel="noopener noreferrer"><b>Settings</b></a> -> <a href="https://www.boundbot.com/dashboard/settings/members" target="_blank" rel="noopener noreferrer"><b>Members</b></a> to manage access.

Current workspace roles are:

* **Owner**: can invite, remove, and change member roles
* **Member**: can work inside the team but cannot manage ownership-level settings

If your plan allows it, owners can invite members by email.

<Info>
  The number of members you can invite depends on your plan. If you hit the limit, upgrade or remove an existing member before inviting someone new. Check <a href="/account/billing-and-usage">Billing and usage</a> or the dashboard for your current cap.
</Info>

<BrowserWrapper src="../images/settings-members.png" alt="Team members dashboard." imagePadding="10px" caption="Manage team roles and member access from the dashboard." />

### How to invite

1. Go to <a href="https://www.boundbot.com/dashboard/settings/members" target="_blank" rel="noopener noreferrer"><b>Settings</b> -> <b>Members</b></a>.
2. Click **Invite member** (or the equivalent action on your dashboard).
3. Enter the invitee’s email and choose the role (**Member** or **Owner**).
4. Send the invite. The invitee receives an email with a link to join the team.
5. After they accept, they appear in the member list and can access the workspace according to their role.

<BrowserWrapper src="../images/team-invite-setup.png" alt="Team invitation and setup interface." caption="Once invited, new members can set up their presence in the workspace." />

Invites may expire after a set period; if one lapses, send a new invite from the Members page.

## Integrations

Open <a href="https://www.boundbot.com/dashboard/settings/general" target="_blank" rel="noopener noreferrer"><b>Settings</b></a> -> <a href="https://www.boundbot.com/dashboard/settings/integrations" target="_blank" rel="noopener noreferrer"><b>Integrations</b></a> to manage team-scoped services:

* <a href="/developers/calendly"><b>Calendly</b></a> for booking-based actions
* <a href="/developers/google-sheets"><b>Google Sheets</b></a> for product imports
* <a href="/developers/wordpress-plugin"><b>WordPress plugin</b></a> download for site installs

If you disconnect an integration, anything that depends on it will stop working until you reconnect it.

<Warning>
  Disconnecting an integration immediately affects all live bots and workflows that use it. Customers may see failed bookings, missing product data, or broken flows until you reconnect the service or update the bot. Check which bots, actions, or workflows use the integration before disconnecting—see <a href="/developers/integrations">Integrations</a> for details.
</Warning>

<Note>
  Team-scoped integrations do not carry across teams automatically. If you connect Calendly or Google Sheets in one team, reconnect them in every other team that needs them.
</Note>

<BrowserWrapper imagePadding="10px" src="../images/settings-integrations.png" alt="Team settings Integrations page: Calendly, Google Sheets, WordPress, and connect or disconnect actions." caption="Connect or disconnect team integrations from one place." />

## Customize widget

Open <a href="https://www.boundbot.com/dashboard/settings/general" target="_blank" rel="noopener noreferrer"><b>Settings</b></a> -> <a href="https://www.boundbot.com/dashboard/settings/customize-widget" target="_blank" rel="noopener noreferrer"><b>Customize Widget</b></a> to change the WebChat experience without leaving the dashboard. This page is the same customization flow exposed under chat experience.

<BrowserWrapper imagePadding="10px" src="../images/customize-widget.png" alt="BoundBot Customize Chat UI interface showing theme, layout, colors, and starter suggestions with a live widget preview." />

## Multiple workspaces

The sidebar team switcher lets you move between teams. Multiple workspaces are available on higher tiers, which is useful for agencies, multi-brand businesses, or separate environments.

## Related pages

<CardGroup cols={2}>
  <Card title="Account settings" icon="settings" href="/account/account-settings">
    Return to your personal profile and login settings instead of team-scoped settings.
  </Card>

  <Card title="Integrations" icon="plug" href="/developers/integrations">
    See what each team integration does before you connect or disconnect it.
  </Card>

  <Card title="Connected MCPs" icon="cable" href="/guides/connected-mcps">
    Extend a team with external tools and live data on supported plans.
  </Card>

  <Card title="WebChat" icon="message-square" href="/channels/webchat">
    Pair widget customization with the actual channel configuration and public key.
  </Card>
</CardGroup>
