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Additional team members can be invited from Account Settings > Team. Each member gets access to the workspace under a role that defines what they can view and act on.

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Inviting a member

Go to Account Settings > Team and click Invite Member. Enter the email address and select a role. The invitee receives an email with a link to create their account and join the workspace.

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Available roles

  • Admin — full access to all surfaces, settings, billing, and agent configurations
  • Operator — full access to all surfaces and Awaiting You actions; cannot change settings or billing
  • Viewer — read-only access to all surfaces; cannot approve agent actions or change settings

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Pending invitations

Invitations that have not been accepted appear in the Team tab with a Pending status. You can resend or revoke a pending invitation from this view.