Team & Permissions

Control who has access to workspaces with role-based permissions. Invite team members and manage their access levels.

Three Workspace Roles

Admin

Full control over the workspace.

Can: Create/edit/delete agents, upload/delete training, configure settings, invite team members, view analytics, manage billing

Use for: Project managers, client leads, account managers

Editor

Can create and modify but not delete or manage team.

Can: Create/edit agents, upload training, view analytics, test in playground

Cannot: Delete anything, change settings, manage team, access billing

Use for: Content creators, AI trainers, client team members

Viewer

Read-only access to workspace.

Can: View agents, training documents, analytics, test in playground

Cannot: Create, edit, or delete anything

Use for: Stakeholders, observers, reporting staff

Inviting Team Members

Quick Steps

1. Go to workspace → Users tab
2. Click "Invite User"
3. Enter email address
4. Select role (Admin, Editor, Viewer)
5. Add optional message
6. Click "Send Invitation"

User receives email with invitation link. They create account (if new) and gain immediate access.

Managing Team Members

Viewing Members

Users tab shows:

• Name and email
• Role (Admin, Editor, Viewer)
• Status (Invited, Active)
• Actions menu

Changing Roles

1. Find user in list
2. Click role dropdown
3. Select new role (applies immediately)

Removing Members

1. Click three-dot menu (⋮)
2. Click "Remove"
3. Confirm

User loses access immediately (workspace only, not their account).

Resending Invitations

For "Invited" status users:

1. Click "Resend Invitation"
2. New email sent

Invitations expire after 7 days.

Permission Matrix

Best Practices

Start minimal:

• New members → Viewer first
• Upgrade to Editor when needed
• Only trusted people → Admin

Regular reviews (quarterly):

• Remove departed team members
• Downgrade changed roles
• Clean up old "Invited" status

Client access:

• Stakeholders → Viewer
• Active participants → Editor
• Rarely → Admin (unless they own project)

Security for sensitive workspaces:

• Limit Admins to 1-2 people
• Audit team list regularly
• Remove access immediately upon departure

Common Workflows

New client onboarding:

1. Create workspace
2. Invite yourself as Admin
3. Invite client lead as Admin
4. Invite client team as Editors/Viewers

Contractor/temp worker:

1. Invite as Editor
2. Set calendar reminder to review
3. Downgrade to Viewer when done
4. Remove after final delivery

Troubleshooting

Invitation not received?

• Check spam folder
• Verify email address
• Resend invitation

Can't access after accepting?

• Verify status = "Active"
• Check correct role assigned
• Refresh page

Can't remove team member?

• Must be Admin yourself
• Cannot remove yourself if only Admin
• Promote someone else first

Next Steps

1. Analytics & Monitoring - Track performance
2. Deployment - Share agents with users