Running a team
Members & roles
Inviting people to a workspace, what each role can do, and how requests and notifications work.
A workspace can be one person or a whole team. Members are per workspace — inviting someone to one workspace tells them nothing about the others you’re in.
Find this under Members.
Roles
| Role | Can |
|---|---|
| Owner | Everything, including deleting the workspace and transferring ownership. One per workspace. |
| Admin | Everything except deleting the workspace — including inviting and removing members. |
| Member | Use the assistant, create and edit data, views, workers and workflows. Cannot manage members. |
| Viewer | Read data and open views. Cannot change anything or run the assistant. |
Change someone’s role at any time from their entry in the member list. The change takes effect on their next action, not on their next login.
Inviting
Invite by email — and, if you have a channel connected, by Telegram, WhatsApp, Signal or iMessage, so the invitation arrives where the person actually is.
Pick their role when you invite them. They get a link, sign in or sign up, and land directly in the workspace.
Pending invitations are listed with who sent them and when. Revoke one and its link stops working.
Requests to join
Someone who reaches a workspace they aren’t a member of doesn’t get in — they get a clearly-worded page telling them so, and the option to ask. Their request appears in your Pending list, where you approve it with a role or ignore it.
Removing someone
Removing a member cuts their access immediately, across everything: the app, any MCP connection they authorised, and any channel they were paired to. Work they created stays in the workspace — records, views and workers belong to the workspace, not to the person who asked for them.
Notifications
The Notifications page collects things that need you: join requests, invitations awaiting a reply, workflow steps waiting on your approval, and scheduled jobs that failed.
If a workflow is waiting on a person and nothing is happening, this is where to look first — usually the step is assigned to someone who hasn’t seen it.
Working alongside each other
- Several people can use the assistant in the same workspace at the same time.
- Several people can sit in the same group chat with the same AI workers, and all see what each worker did.
- Simultaneous edits to the same record are handled so that one write doesn’t silently eat another.
Next
- Usage — who is spending what.
- Workspaces — when to split a team across two.