Invite Team Members

Collaborate with your team by inviting members to your workspace

Inviting Members

To invite new members to your workspace:

1. Navigate to Team in your dashboard sidebar.
2. Click the "Invite Member" button.
3. Enter the email address of the person you want to invite.
4. Select a role for the new member (see roles below).
5. Click "Send Invite".
6. The invited person will receive an email with instructions to join.
7. Once they accept the invitation, they'll appear in your team list.
8. They can now access the workspace based on their assigned role.

Team Roles & Permissions

Managing Team Members

Removing Members

To remove a team member:

1. Go to the Team page.
2. Find the member you want to remove.
3. Click the options menu (three dots) next to their name.
4. Select "Remove Member" and confirm.

Changing Roles

Currently not available. To change a member's role, remove them and re-invite with the new role.

Troubleshooting

Invitation not received

• Ask the invitee to check their spam/junk folder
• Verify you entered the correct email address
• Try resending the invitation

Member can't access workspace

• Verify they accepted the invitation
• Check their assigned role has the necessary permissions
• Ensure they're logged in with the correct account

Next Steps

With your team set up, you are ready to:

1. Create your first agent
2. Configure your workspace
3. Set up integrations