How To
Invite team members
Manage your team and permissions in your workspace
Inviting Team Members
Adding team members to your workspace is straightforward:
- Navigate to Settings → Workspace.
- Scroll down to the Members section.
- Click "Invite Member".
- Enter the person's email address.
- Select their role (Member or Viewer).
- Add a personal message (optional).
- Click "Send Invitation".
- You can check their status or cancel the invitation in the Members section.
Note: Invited members will receive an email with a link to join your workspace. The invitation link expires after 7 days.
Team Roles & Permissions
Choose the appropriate role based on what each team member needs to accomplish:
| Permission | Owner | Member | Viewer |
|---|---|---|---|
| Manage billing | ✓ | X | X |
| Invite/remove members | ✓ | ✓ | X |
| Create/edit agents | ✓ | ✓ | ✓ |
| Delete agents | ✓ | ✓ | X |
| View analytics | ✓ | ✓ | ✓ |
| Manage integrations | ✓ | ✓ | ✓ |
Managing Existing Members
Removing Members
- Navigate to Settings → Workspace.
- Click the three dots menu next to the member's name.
- Select "Remove Member" from the dropdown.
- Confirm the action.
Note: Removing a member will immediately revoke their access to the workspace. Any changes they made to the workspace will remain.
Changing Roles
Currently not available.
Troubleshooting
Invitation Not Received?
- Check spam/junk folder.
- Verify email address is correct.
- Cancel and resend the invitation from Settings → Workspace.
- Wait and then try again.
Next Steps
With your team assembled, you're ready to:
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