Administration (Company)

The Company section is about the company’s infrastructure. Not sales or advertising. Here you manage the team, projects, access permissions, and action control. In most cases, you only need to go here

The Company section is about the company’s infrastructure. Not sales or advertising. Here you manage the team, projects, access permissions, and action control.

In most cases, you only need to go here once at the beginning—to set up the team—and then as needed.

What you manage in Company

Add employees and grant them access. Limit who sees what. Separate multiple projects within one company. Monitor team actions through the log. Change the name and check the company ID for integrations.

---



What’s inside

General company settings

The General tab in the Company section has two fields: company name and Company ID. It is used rarely: to check or change the name, or to copy the ID for integration with external systems. General — g

Users — company users

The Users section is a table of all company employees. Here you can see each person's role, which Spaces they have access to, and when they last signed in. Available only to Owner and Admin. Operator

User Roles

When to refer to this article You are adding a new employee and choosing a role for them It is unclear why one user sees Spaces and another does not You need to raise or lower the access level of an e

How to Invite Users

In Chatterfy, you can invite an employee by email (an email with a link and automatic role assignment) or by link (one link for everyone — send it in any messenger or chat). Before you start Decide in

Security

Security in Chatterfy means properly assigned access rights plus monitoring actions through the log. The broader an employee’s permissions, the more data and sections they can see. This article is not

Spaces — Workspaces

If you have one project and one team, you usually don’t need to configure Spaces separately: the default space is enough. When you have several business areas, create a separate Space for each. When y

Logs — company activity log

The Logs section — every significant change: inviting a user, changing a role, creating a bot — is recorded with the author and time. Access to the section is limited to the company's Owner and Admin.

---



Section articles

General company settings

The General tab in the Company section has two fields: company name and Company ID. It is used rarely: to check or change the name, or to copy the ID for integration with external systems. General — g

How to Invite Users

In Chatterfy, you can invite an employee by email (an email with a link and automatic role assignment) or by link (one link for everyone — send it in any messenger or chat). Before you start Decide in

User Roles

When to refer to this article You are adding a new employee and choosing a role for them It is unclear why one user sees Spaces and another does not You need to raise or lower the access level of an e

Security

Security in Chatterfy means properly assigned access rights plus monitoring actions through the log. The broader an employee’s permissions, the more data and sections they can see. This article is not

Users — company users

The Users section is a table of all company employees. Here you can see each person's role, which Spaces they have access to, and when they last signed in. Available only to Owner and Admin. Operator

---



Related

Billing — Company Balance and Expenses

The Billing section is for managing the company balance and controlling expenses within the platform. Here you top up the balance, view the transaction history, and analyze where the money is going. B

Chatterfy — Welcome🤝

What the platform consists of Chatterfy consists of four product sections. Each section serves its own purpose, and a shared customer and campaign database connects them into a single system. General

Glossary

In Chatterfy, the same object is sometimes called different things. Some people say lead , others say client or user . Some say flow , others say funnel . This glossary is the source of truth: the can