Overview
Team member management allows you to collaborate with others by inviting them to your workspace. Each member is assigned a role that determines their permissions and what actions they can perform.Only workspace owners and admins can invite new members and manage existing team members. Members have view-only access to the team roster.
Roles and Permissions
Your workspace supports three roles, each with different permission levels:Role Hierarchy
| Role | Description |
|---|---|
| Owner | Full control over the workspace, including deletion and all administrative actions |
| Admin | Can manage members, invitations, and most workspace settings |
| Member | Can view and use agents, but cannot manage team or workspace settings |
Detailed Permissions
| Action | Owner | Admin | Member |
|---|---|---|---|
| View workspace settings | ✓ | ✓ | ✓ |
| View team members | ✓ | ✓ | ✓ |
| Create and manage agents | ✓ | ✓ | ✓ |
| Manage knowledge sources | ✓ | ✓ | ✓ |
| View conversations | ✓ | ✓ | ✓ |
| Invite new members | ✓ | ✓ | ✗ |
| Remove members | ✓ | ✓ | ✗ |
| Cancel invitations | ✓ | ✓ | ✗ |
| Update workspace name | ✓ | ✗ | ✗ |
| Delete workspace | ✓ | ✗ | ✗ |
Accessing Team Members
To access team member management:Inviting Team Members
Invite new members to collaborate in your workspace by sending them an email invitation.Enter Email Address
In the dialog that appears, enter the email address of the person you want to invite.
Select a Role
Choose the appropriate role for the new member:
- Member - Standard access for most team members
- Admin - For users who need to manage the team
Invitations expire after a set period. If an invitation expires, you’ll need to send a new one.
What the Invitee Receives
When you invite someone, they receive an email containing:- The name of your workspace
- Your name as the inviter
- The role they’ve been assigned
- A link to accept the invitation
Managing Pending Invitations
Pending invitations appear in a separate section below the current members list. These are invitations that have been sent but not yet accepted.Viewing Pending Invitations
Pending invitations are displayed with:- The invitee’s email address
- The assigned role
- The expiration date
Canceling an Invitation
If you need to revoke an invitation before it’s accepted:Removing Team Members
Owners and admins can remove members from the workspace when necessary.Important Considerations
| Item | What Happens |
|---|---|
| Workspace Access | Immediately revoked |
| Agents Created | Remain in the workspace |
| Sources Added | Remain in the workspace |
| Active Sessions | Terminated immediately |
You cannot remove yourself from a workspace. If you’re the owner and want to leave, you must first transfer ownership to another member or delete the workspace entirely.
Accepting an Invitation
When you receive a workspace invitation:New User Acceptance
If you don’t have an existing account:- An account will be automatically created using the email address the invitation was sent to
- You’ll be signed in automatically after accepting
- You can set up your profile and password in Account Settings
Existing User Acceptance
If you already have an account:- You must be signed in with the same email address the invitation was sent to
- The new workspace will be added to your workspace list
- You can switch between workspaces using the workspace switcher
Troubleshooting
Invitee didn't receive the email
Invitee didn't receive the email
Ask them to check their spam or junk folder. If it’s not there, cancel the invitation and send a new one. Make sure the email address is spelled correctly.
Invitation has expired
Invitation has expired
If an invitation has expired, it can no longer be used. Cancel the expired invitation and send a new one to the same email address.
Cannot remove a member
Cannot remove a member
You cannot remove:
- Yourself from the workspace
- The workspace owner (unless you are the owner)
Email mismatch when accepting
Email mismatch when accepting
The invitation email must match the email you’re signed in with. Either:
- Sign out and sign in with the correct email
- Ask for a new invitation to your current email address
Invite button is disabled
Invite button is disabled
Best Practices
Use Appropriate Roles
Assign the minimum role needed for each team member’s responsibilities. Most users only need Member access.
Review Periodically
Regularly review your team members and remove any who no longer need access to maintain security.
Communicate Changes
Notify team members before removing them so they can save any information they need from the workspace.
Track Pending Invitations
Follow up on pending invitations that haven’t been accepted after a few days to ensure invitees received the email.