Users

Manage your team: invite users, assign roles, and control who can access what

Roles

Every user in your workspace has one of the following roles. Roles control what a person can see and do, from using core features all the way up to managing billing and the organization itself.

• Member

  • Sees only the Personal section of settings (their own profile, personal preferences, personal workspace items).

  • Does not see the Administration section at all: no visibility into team management, billing, or organization-level configuration.

  • Full access to core product features (chat, flows, tables, etc.) within their permission scope.

• Administrator (sometimes shown as "Admin")

  • Manages Team Management: inviting or removing members, configuring team-level settings.

  • Can only assign the Member role. Cannot assign Administrator, Owner, or Primary Owner.

  • Cannot see or access Billing: no visibility into invoices, payment methods, subscription plans, or billing history.

  • Full access to core product features plus tools, connectors, and model management.

• Owner

  • Everything an Administrator can do, plus full access to Billing: subscription management, invoices, payment methods, plan changes.

  • Can assign the Member or Administrator role.

  • Cannot assign the Primary Owner role.

• Primary Owner

  • The highest authority in the organization. There is only one per workspace.

  • Full access to Billing, Team Management, and all administrative functions.

  • The only role that can assign or transfer the Primary Owner role to someone else.

Role	Personal section	Administration section	Team Management	Billing	Can assign roles up to
Member	✅	❌	❌	❌	–
Administrator	✅	✅	✅	❌	Member
Owner	✅	✅	✅	✅	Member, Administrator
Primary Owner	✅	✅	✅	✅	All roles, incl. Primary Owner*

*Transferring the Primary Owner role is coming soon and not yet available.

A role can only assign roles at or below its own level. This prevents anyone from accidentally (or deliberately) escalating their own or someone else's access.

1. Open the Users page

There are two ways to get to Users:

• Click your workspace name in the top-left corner to open the workspace menu, then click Users.

• Or, from any Organization settings page, click Users in the left sidebar under Administration.

On this page, you can view your workspace members, each member's team, role, join date, and last login.

2. Invite a new user

1. On the Users page, click + Add in the top-right corner.

2. In the Invite new users dialog, enter the person's email address.

3. Choose their role: Member, Administrator, or Owner. Each option shows a short description of what that role can do.

4. Choose their team from the dropdown (search by name, or pick from the list). You can also create a new team from here by clicking Manage team.

5. To invite more people at once, click + Add another user and repeat steps 2 to 4 for each person.

6. Click Add to send the invitations.

The seat counter in the top-right of the Users page (e.g. "2 seats, ∞ available") shows how many seats you're using and whether adding more users affects your plan. Click Manage next to it to review your seat limits.

3. Edit or delete a user

1. On the Users page, hover over the user's row and click the ⋯ (more options) icon on the right.

2. Choose Edit to change their role or team, or Delete to remove them from the workspace.

Editing a user

In the Edit a user dialog, update the Role and/or Team dropdowns, then click Save.

Deleting a user

Clicking Delete removes the person's access to the workspace immediately. This cannot be undone from within the app; if you invited them by mistake, you'll need to send a new invitation.

Need help?

• Want to update your company name or add a logo for your team? Go to Workspace Settings.

• Need to check whether adding more users affects your subscription limits? See Billing.

• Accidentally removed someone or seeing an invitation error? Contact [e-mail] for assistance.