Members & roles

A workspace can have many members, each with a role that controls their permissions. Roles keep collaboration safe — everyone gets the access they need and nothing they don’t.

Roles at a glance

Role	Billing & members	Create / edit content	View content
Admin	✅	✅	✅
Member	—	✅	✅
Viewer	—	—	✅

• Admin — full control of the workspace: billing, members, API keys, and all content.
• Member — can create and edit content (chats, agents, intel, knowledge, files) but can’t manage billing or members.
• Viewer — read‑only. Can view content but can’t create, edit, or run actions that modify data.

Note

When you sign up, you become the admin of your new workspace.

Inviting teammates

1. As an admin, open your workspace members settings.
2. Invite a teammate by email.
3. Assign a role — member for collaborators, viewer for stakeholders who only need visibility.

Changing roles & removing members

Admins can change a member’s role or remove them at any time from the members settings.

Least privilege

Give people the lowest role that lets them do their job. Reserve admin for those who genuinely manage billing and the team. This is good security hygiene — see Security & trust.

Roles and the API

Workspace API keys are created and managed by admins, and act with admin privileges. Treat them like credentials. See API authentication.

Related

Workspaces & projects How work is organized.

Community Collaborate with your members.

API authentication Admin-managed API keys.