Admin

Users & roles

Invite users by email, pick a built-in role, and they receive access scoped to this workspace. Roles can be changed any time.

What you'll learn
  • How to invite one or many users at once
  • What each built-in role can and cannot do
  • How to resend, revoke, or remove a user
  • When to use built-in roles vs custom roles

Invite users

  1. 1

    Open Users & roles

    In Settings → Users & roles, click Invite users. Paste one or many email addresses, comma- or newline-separated.
  2. 2

    Pick a role

    Choose Owner, Admin, Member, or Viewer. Every invitee receives the same role; you can change it per-user later.
  3. 3

    Send

    Each invitee gets an email with a one-click join link. The invitation expires after 7 days — resend if needed.

Built-in roles

Owner — full access. Can manage other Owners, delete the workspace, and change billing. There is always at least one Owner.
Admin — manage everything except billing and other Owners. Can invite users, configure integrations, edit policies.
Member — create, edit, and execute agents and workflows. Cannot access workspace settings, users, billing, or destructive actions.
Viewer — read-only. Can open agents, workflows, runs, and dashboards but cannot edit or execute.

Manage existing users

  1. 1

    Change a user's role

    Click the role dropdown next to the user. The change takes effect on their next request.
  2. 2

    Resend an invitation

    Pending invitations show a Resend action. Use it if the invitee misplaced or never received the email.
  3. 3

    Remove a user

    Open the user's row menu and click Remove. They lose access immediately. Their authored agents and workflows remain in the workspace.

Frequently asked questions

Can a Member see billing?
No. Billing is restricted to Owner and Admin. Members and Viewers do not see the Billing tab in the sidebar.
What happens to a removed user's work?
Agents, workflows, and runs they created remain. Their name is preserved in audit logs and run history. They lose all live access.
Can one person have different roles in different workspaces?
Yes. Role assignment is per workspace. The same account can be Owner in one workspace and Viewer in another.
How do I downgrade myself from Owner?
Another Owner must change your role. The system always keeps at least one Owner per workspace, so the last Owner cannot demote themselves.