Team members, workspaces and security

Invite teammates to your Helpnest workspace, understand owner, admin and member roles, and learn how Helpnest protects your data.

Roles

RoleCan do
OwnerEverything, including billing and transferring ownership. Each workspace has one owner.
AdminInvite and remove members, change roles, edit workspace settings, and delete agents.
MemberBuild, train, and test agents, and reply to conversations.

Invite people from Members. They receive an email link to join.

Workspaces

Use separate workspaces for separate companies or clients. Each has its own agents, members, leads, and data, and you can switch between them from the sidebar. The number of workspaces depends on your plan.

Security

  • Passwords are hashed with scrypt and never stored in plain text.
  • Each workspace's agents, sources, and conversations are isolated from every other account.
  • Public chat and sign-in endpoints are rate-limited.
  • Allowed domains stop other sites from embedding your agent.
  • Deleting a source or agent removes its content from answers immediately.

Last updated October 30, 2026