From this page, you can invite new collaborators, assign roles, and control each member’s level of access and permissions. Each workspace has its own independent list of members — adding someone to one workspace does not grant access to others.
⚠️ Important:
Each plan includes a limited number of members.
To check the exact number available in your plan, visit Settings → Subscriptions and review your active plan’s details.
🔹 Adding Members
To invite a new member to your workspace:- Click Add Member in the top-right corner.
- Enter the person’s email address.
- Click Invite.
- The invited user will receive an email to join the workspace.
| Status | Description |
|---|---|
| Pending | The invitation has been sent but not yet accepted. |
| Active | The member has accepted the invitation and now has access to the workspace. |
🔹 Updating or Removing Members
You can modify an existing member’s role or remove them at any time.- Click the ⋯ (three dots) icon next to the user’s row.
- Choose Edit permissions or Remove member.
- Select a new role (Admin, Member, or Ops) if updating.
- Confirm your changes.
🔹 Roles and Permissions
Each member is assigned a role, defining what actions they can perform inside the workspace.| Role | Access Level | Description |
|---|---|---|
| Admin | 🔧 Full Access | Has unrestricted control over the entire workspace. Can manage billing, Agents, Workflows, Tables, Knowledge Bases, human support settings, teams, and all configurations. |
| Member | ⚙️ Standard Access | Can manage Agents, Workflows, Tables, Knowledge Bases, and team settings, but cannot access billing or global workspace configurations. Functionally equivalent to Admin within project operations. |
| Ops | 💬 Operational Access | Designed for support or operational staff. Can only interact with human handoff conversations assigned to them. Cannot modify Agents, Teams, or global workspace settings. |
💡 Tip:
Use the Ops role for staff who only need access to the operational interface or human handoff management — not configuration or billing.
🔹 Removing Access
To remove a user:- Open the member’s menu (⋯).
- Click Remove member.
- Confirm the action.
This does not affect other workspaces the user may belong to.
🔹 Best Practices
- Assign Admin only to trusted users responsible for workspace or billing management.
- Use Member for general collaborators, developers, or AI builders.
- Use Ops for agents or support roles focused on operational execution.
- Review member permissions periodically to ensure least-privilege access.
- Monitor your member usage in Settings → Usage to keep track of your workspace limits.