Team Members

Invite team members and manage roles and permissions.

Invite colleagues to your team workspace and control what they can access. Assign roles to manage permissions across your agents.

Inviting Team Members

  1. Go to your team workspace
  2. Click Members in the sidebar
  3. Click Invite Member
  4. Enter their email address
  5. Select a role
  6. Click Send Invitation

The invitee receives an email with a link to join your team.

Member Roles

Owner

  • Full access to everything
  • Manage team members and roles
  • Access and manage billing
  • Can delete the team
  • Can transfer ownership
  • Only one owner per team

Member

  • View and edit agents
  • Edit agent settings
  • Use Playground for testing
  • View chat logs
  • Send invitations

Permissions Matrix

PermissionOwnerMember
View agentsYesYes
Edit agentsYesYes
Edit settingsYesYes
Send invitationsYesYes
Manage membersYesNo
Change rolesYesNo
Access billingYesNo
Delete teamYesNo

Managing Members

Change a Member's Role

  1. Go to Members
  2. Find the member
  3. Click the role dropdown
  4. Select a new role

Remove a Member

  1. Go to Members
  2. Find the member
  3. Click Remove
  4. Confirm removal

Removed members lose access immediately.

Pending Invitations

View and manage pending invitations:

  1. Go to Members
  2. See the Pending section
  3. Resend or cancel invitations

Invitations expire after 7 days. Resend to create a new invitation.

Member Limits

PlanTeam Members
Free1
Hobby1
Standard3
Pro5

All members share the team's message quota and agent limits.

Transferring Ownership

Only the primary owner can transfer ownership.

  1. Go to Members
  2. Open the action menu for the target member
  3. Click Transfer ownership
  4. Enter the one-time code sent to your email to confirm

You become a Member after transferring.

Best Practices

  1. Use appropriate roles - Give minimum necessary access
  2. Review regularly - Remove inactive members
  3. Document responsibilities - Make clear who manages what
  4. Audit access - Check member list periodically

Next Steps