Give someone access to some products

After this guide, the people you invite can see and do only what you choose.

Who can do it:

• Invite people and change their access: a workspace admin or owner. Only an owner can make another person an owner.
• Make roles of your own: an owner.

Plans: every plan has the three built-in roles. Access to chosen products comes with Pro, Team and Enterprise. Roles of your own come with Team and Enterprise. See Plans and limits.

The built-in roles

• Owner: everything, and also the bill and closing the workspace.
• Admin: everything in every product. Also keys, connected tools and people.
• Member: sees every product and can ask the agents questions. A member cannot answer suggestions or start agents.
• Only chosen products: sees nothing until you choose products for this person. On Pro and higher.

Roles lists everything each role can do.

Invite someone

1. Open Settings → Members.
2. Find Invite someone at the end of the page.
3. Type the person's E-mail.
4. Under Access to the workspace, choose a role.
5. If you chose Only chosen products, choose what the person may do in each product, under Products.
6. Press Send the invitation.

The person gets an e-mail with a link. They open it, sign in or make an account, and press Accept the invitation.

What a person can do in one product

For Only chosen products, each product has one of these:

• No access
• Can see and ask: sees the product's suggestions, jobs, documents and chat, and asks the agents questions.
• Can run agents: also says yes or no to suggestions, and starts agents.
• Can change everything in this product: also changes the product's settings, its agents and its own keys and tools, and can archive or delete it.

A role in a product only adds to what the workspace role gives. It never takes something away.

What you see when it worked

• The page says Invitation sent. The person is under Open invitations until they accept.
• When they accept, they are in the list, with their access and their products.

To take an invitation back, press Withdraw.

Change someone's access

1. Open Settings → Members.
2. In the person's row, choose a new role under Access to the workspace.
3. For Only chosen products, press Choose products, choose the access for each product, and press Save access.

The page says Role changed. To take all access away, press Remove. The person loses access to the workspace's products at once.

Make a role of your own

1. Open Settings → Roles.
2. Press Add a role.
3. Type the Name of the role.
4. Under Where it is used, choose In the whole workspace or In one product at a time.
5. Tick what a person with this role can do.
6. Press Save role.

A role of your own is marked Yours. You can then choose it when you invite someone, or in the person's row. A role that people use cannot be deleted. Give them another role first.

More

• Roles: everything each role can do.
• Plans and limits: which plan has which kind of access.
• When something does not work: for example, an invitation e-mail that does not arrive.