Roles and permissions
Each workspace member is assigned one of three roles. Choose the role that matches the level of access each person needs.
Only one Admin role is required per workspace, but you can assign the Admin role to multiple members if needed. Billing access is restricted to Admins only.
Inviting a member
1
Open the Members settings page
Navigate to Settings in the left sidebar and click Members.
2
Click Invite Member
Click the Invite Member button in the top-right corner of the members list.
3
Enter the invitee's email address
Type the email address of the person you want to invite. You can invite one person at a time.
4
Choose a role
Select the appropriate role — Admin, Editor, or Viewer — from the role dropdown. You can change this later after the member accepts the invitation.
5
Send the invitation
Click Send Invite. The invitee receives an email with a link to accept the invitation and join your workspace. The link expires after 7 days.
Managing existing members
To update an existing member’s role, find them in the members list, click the role badge next to their name, and select the new role from the dropdown. The change takes effect immediately. To remove a member from the workspace, click the ⋯ menu next to their name and select Remove Member. The member loses access to the workspace immediately. Their contributions to knowledge bases and agents are retained.You cannot remove the last Admin from a workspace. If you need to change the Admin, first assign the Admin role to another member, then remove yourself or reassign your own role.
Pending invitations
Invitations that have been sent but not yet accepted appear in the Pending Invitations section below the members list. From here you can:- Resend — Send the invitation email again if the original was lost or expired.
- Cancel — Revoke the invitation so the link is no longer valid. The invitee will not be able to join using the original email link.
The number of members you can have in a workspace depends on your plan. Free workspaces are limited to 1 member. Pro workspaces support up to 10 members. Enterprise workspaces have unlimited members. To add more collaborators, upgrade your plan under Settings → Billing.