Inviting Members

Add new members to your workspace.

Workspace admins can invite new members via email.

How to invite

  1. Go to Team Management

  2. Click + Invite Member

  3. Enter the person's email address

  4. Select a role (Admin, Member, or Viewer)

  5. Click Send Invitation

What happens next

  1. The invitee receives an email with a workspace invitation link

  2. They sign in (or create an account via Clerk)

  3. A personal workspace context is created for them

  4. They appear in the member list with "Active" status

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New members get a fresh workspace context with default agents. They do not inherit existing chat history or personal data from other members.

Pending invitations

Invitations that haven't been accepted show with "Invited" status. You can:

  • Resend — send the invitation email again

  • Revoke — cancel the invitation

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