Team

Your team is the set of people who share a workspace. Invite colleagues, assign them roles, and decide which assistants each member can work with. Open Settings → Team to manage your team.

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Invite members

1. Open Settings → Team.
2. Select Invite.
3. Enter the teammate’s email address and choose a role.
4. Select the assistants the member should be able to see.
5. Send the invitation. The pending invite appears under Invitations until they accept.

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Roles and permissions

Each member has one of three roles — Owner, Admin, or Member — that defines what they can do in the workspace. Member is the most limited role and is effectively view-only.

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Change a member’s role

In the members table, open the role dropdown next to a member and select a new role. The change takes effect immediately.

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Remove a member

Use the action menu next to a member to remove them. They lose access to the workspace right away. Pending invitations can be revoked the same way before they’re accepted.

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Per-assistant access

Beyond workspace roles, you can restrict which assistants a member can work with. Use Assistant access next to a member to grant or revoke access to individual assistants — useful when you want to give a teammate access to specific assistants without exposing the whole workspace. By default, a member with no restriction set can access every assistant in the workspace.

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Next steps