Account & Billing
Workspaces, members and roles
How workspaces work, how to invite teammates, and what each role can do.
A workspace is the top-level container in Gabbex. It owns assistants, members, and a subscription. Your personal account is the login — workspaces are how you collaborate.
Why workspaces exist
Workspaces let you:
- Share assistants with a team without sharing logins.
- Separate clients if you are an agency. One workspace per client, one bill per client.
- Separate environments. A “staging” workspace for testing changes before they reach a “production” workspace.
- Move people in and out without losing or rebuilding assistants.
You can be a member of more than one workspace. Switch between them from the workspace switcher at the top of the sidebar.
Roles
There are four roles inside a workspace:
| Role | What they can do |
|---|---|
| Owner | Full access. Manages billing, members, and all assistants. Only one owner per workspace. |
| Admin | Full access except billing. Can invite and remove members, manage all assistants. |
| Member | Can access and edit assistants in the workspace. Cannot manage members or billing. |
| Viewer | Read-only. Can see assistants and conversations but cannot change anything. |
You can change a member’s role at any time from the Workspace page.
Inviting members
- Open Workspace in the sidebar.
- Click Invite member.
- Enter their email address and pick a role.
- Send the invite.
The invitee receives an email with a link to accept. If they do not have a Gabbex account yet, the link walks them through signing up. Once accepted, they appear in your member list and can see the workspace’s assistants.
Invites expire after a week if not accepted. You can resend or revoke from the same page.
Removing a member
From the member list, click the menu next to a member and choose Remove. They lose access to every assistant in the workspace immediately. Conversations and leads they collected stay in place — removing a member never deletes data.
Transferring ownership
The owner can transfer ownership to another admin in the workspace:
- Open Workspace → Settings.
- Click Transfer ownership.
- Pick the new owner from the list of admins.
- Confirm.
The previous owner becomes an admin. Billing is transferred to the new owner — make sure they have a payment method ready.
Renaming a workspace
The workspace name appears in the sidebar and on invoices. You can rename it from Workspace → Settings. Renaming does not affect any URLs, assistants, or integrations.
Deleting a workspace
Only the owner can delete a workspace. Deletion is permanent — all assistants, sources, conversations, leads, and integrations are removed and cannot be recovered. There is a confirmation step that requires typing the workspace name.
If you only want to stop using Gabbex temporarily, downgrade your subscription to the free tier instead. Your data stays.
Switching workspaces
If you belong to more than one workspace, the switcher at the top of the sidebar shows the active workspace. Click it to pick a different one. Each workspace remembers its own state — assistants, settings, conversations, and members.