Team and roles
Everyone in a workspace shares its connections, chat conversations, reports, agents, and channels. Members handle day-to-day product work; admins additionally control people, spending, and governance.
Roles
| Member | Admin | Owner | |
|---|---|---|---|
| Use chat; create, edit, and run reports and agents | ✓ | ✓ | ✓ |
| Set up and manage channels | ✓ | ✓ | ✓ |
| Connect and manage integrations | ✓ | ✓ | ✓ |
| Invite and remove members, change roles | ✓ | ✓ | |
| Rename the workspace; edit workspace/report instructions and branding | ✓ | ✓ | |
| Decide action approvals (allow once, deny) | ✓ | ✓ | ✓ |
| Edit an agent's or report's Notify list | ✓ | ✓ | ✓ |
| Set spend limits, decide permission requests and "Always allow", edit capability policies | ✓ | ✓ |
Members decide action approvals; admins decide permission requests. See Agents.
The workspace creator is its owner. The owner's role cannot be changed and the owner cannot be removed. Note that billing is not a workspace role: subscription, plan, AI credit, and adding or deleting workspaces belong to the billing account and its billing admins. See Workspaces & billing accounts.
Inviting members
- Open Settings → Members.
- Enter the person's email and pick a role (member or admin).
- Send. The invite email contains a personal link, valid for 7 days.
If the person does not have an account yet, the invite link doubles as their registration link; they create an account and land directly in your workspace, with no billing setup of their own. Pending invites can be revoked at any time, and roles can be changed later.
Multiple workspaces
A user can belong to any number of workspaces, each with its own role. Every workspace has its own address in the app, so you can keep different workspaces open side by side in separate browser tabs. The workspace switcher in the sidebar opens the page you are on in the other workspace; a page about one item, such as a single agent or report, opens the matching overview instead. Links in emails and messages from Discontinue open in the workspace they belong to, and opening the app without a specific link takes you to the workspace you used last. Everything you see on a page (conversations, reports, agents, channels, connections) belongs to the workspace that page shows.