Team Management

Manage workspace members and access control.

The Team Management page lets workspace admins manage members, roles, and access permissions.

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Team Management is only visible to workspace admins.

Member list

The main view shows all workspace members:

Column
Description

Name

Member's display name

Email

Account email address

Role

Admin, Member, or Viewer

Joined

Date they joined the workspace

Last active

Most recent activity

Status

Active or Invited

Quick actions

  • + Invite Member — send an invitation to join the workspace

  • Change Role — promote or demote a member

  • Remove — revoke workspace access

Workspace isolation

Each workspace is fully isolated:

  • Members only see agents, documents, and data within their workspace

  • Agents from one workspace cannot access another workspace's data

  • Settings and credentials are workspace-scoped

Subpages

Page
Description

How to add people to your workspace

What each role can do

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