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
- Go to your team workspace
- Click Members in the sidebar
- Click Invite Member
- Enter their email address
- Select a role
- 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
| Permission | Owner | Member |
|---|---|---|
| View agents | Yes | Yes |
| Edit agents | Yes | Yes |
| Edit settings | Yes | Yes |
| Send invitations | Yes | Yes |
| Manage members | Yes | No |
| Change roles | Yes | No |
| Access billing | Yes | No |
| Delete team | Yes | No |
Managing Members
Change a Member's Role
- Go to Members
- Find the member
- Click the role dropdown
- Select a new role
Remove a Member
- Go to Members
- Find the member
- Click Remove
- Confirm removal
Removed members lose access immediately.
Pending Invitations
View and manage pending invitations:
- Go to Members
- See the Pending section
- Resend or cancel invitations
Invitations expire after 7 days. Resend to create a new invitation.
Member Limits
| Plan | Team Members |
|---|---|
| Free | 1 |
| Hobby | 1 |
| Standard | 3 |
| Pro | 5 |
All members share the team's message quota and agent limits.
Transferring Ownership
Only the primary owner can transfer ownership.
- Go to Members
- Open the action menu for the target member
- Click Transfer ownership
- Enter the one-time code sent to your email to confirm
You become a Member after transferring.
Best Practices
- Use appropriate roles - Give minimum necessary access
- Review regularly - Remove inactive members
- Document responsibilities - Make clear who manages what
- Audit access - Check member list periodically
Next Steps
- Configure team billing
- Set up API keys for automation
- Review team settings