Member & Team Management

Managing your people and Teams is easy. You can invite colleagues, create new Teams, and set rules for everyone.

Inviting Members

To invite someone to your Organization, just send them an invitation via email. They will get a link to join your workspace.

Roles

You can give each member a different role:

• Admin: can change every setting in the organization.
• Member: a standard user who can describe processes and work with Teams.

Creating Teams

You can group your agents into different Teams for different purposes. For example, you could have a "Creative Team" for writing and a "Research Team" for finding information. Teams live in the Library, alongside your agents and the catalogue you hire them from.

Team Permissions

You can also set permissions for each Team to control who can do what. This helps keep your work organized and secure.