Team and roles
Invite teammates and choose what each person can do.
Everyone in a workspace can see and change its agents. Roles control who can manage the team, billing and the more sensitive settings.
| Role | What they can do |
|---|---|
| Owner | Everything, including deleting the workspace. Each workspace has one owner. |
| Admin | Manages the team, billing, API keys and skills |
| Member | Sets up agents, knowledge and the widget |
Inviting a teammate
On the Team page, click Invite, enter their email address and choose a role. They'll receive an email with a link that expires in 7 days. Pending invitations are listed under Waiting to join, where you can resend or withdraw them.
Changing roles and removing people
Use the menu next to a teammate to choose Make admin, Make member or Remove from workspace. Removed teammates lose access to the workspace immediately; their account stays, and you can invite them again later.
Handing over ownership
A workspace has one owner. To make someone else the owner, choose Make owner from their menu, then confirm with Hand over ownership. You become an admin, and only the new owner can delete the workspace or hand ownership on.
Leaving a workspace
To leave a workspace, click Leave next to your own name on the Team page. You lose access to its agents, and someone will need to invite you again to come back. Owners need to hand over ownership before leaving.