Roles
Every company needs at least one administrator. The last remaining administrator can’t be removed or demoted — promote someone else first.
Inviting members
Admins invite teammates by email from Settings → Users:1
Open Settings → Users
Only visible to admins.
2
Send an invitation
Under Invite someone, enter a colleague’s email address and click Send invitation. The email goes out immediately.
3
Invitation accepted
The invitation expires after 7 days if unused. Once accepted, the new member appears in the Members list.
Removing a member
Removing a member cuts their access immediately. Agents they created are transferred to you and paused; resume them from Lifecycle in each agent’s settings. Their private conversations are not transferred.Permission to create agents
Independently of role, each member has a Can create agents permission, toggled per person by an admin in Settings → Users. Granting it requires an active subscription. Without it, a member can use agents they’re granted access to, but can’t create new ones.Shared company context
Go down to the Context storey and open the Knowledge cube to give every agent background information about your company once, instead of repeating it in each agent’s own instructions:- Description — free text about your company, its products, culture, and processes.
- Useful links — labeled links to resources like your wiki, brand guidelines, or knowledge base. 20 at most, each starting with
https://orhttp://.
Only admins can edit shared context. Members see it read-only. This is separate from an individual agent’s own business context, set in its brief — see Creating and managing agents.
Company details
Admins can update the company name and logo from Settings → Company information.Related
Settings
Personal preferences, API keys, and BYOK.
Creating and managing agents
Agent-level context vs. company-wide context.
Subscription & billing
Active agent licenses and billing, admin-only.
Organization
Model your team structure and assign agents to roles.