Team
Team Creation and Management
Team features for managing agents with multiple people
Use team features to manage agents with multiple people. A team is automatically created when you register an account.
Team Concept
A single team can have multiple agents and multiple members.
Team Settings
Access Team Settings from the "Settings" tab on the team screen. From the sidebar, you can select "General", "Members", "Plans", or "Billing".
General
- Team Name: Set or change the team's display name (owner only)
- Team ID: A unique identifier for the team, used when contacting support (can be copied)
Members
View a list of team members and invite or remove members.
Viewing the Member List
- View all members in the "Members" tab
- Member name, email address, join date, and role are displayed
- Current member count and maximum count are shown (e.g., 2/5)
- Pending invitations are also displayed (with expiration date)
Member Roles
Team members are assigned one of the following two roles:
| Role | Description |
|---|---|
| Owner | Full access to all team features. Can invite, remove, and change roles of members, and manage plans and billing. |
| Member | Can perform basic operations such as managing agents. Access to member management and plan/billing pages is restricted. |
Inviting Members
- Click the "Invite members" button (available to owners only)
- Enter the email address you want to invite
- Select the role to assign (Owner or Member)
- An invitation email will be sent
- When the member clicks the link in the invitation email, they can join the team
Revoking Invitations
For pending invitations, you can select "Revoke invite" from the menu (...) (owners only).
Changing Member Roles
- Owners can change a member's role from the role display in the member list
- You cannot change your own role
- If there is only one owner in the team, that owner's role cannot be changed
Removing Members
- Owners can remove other members from the team
- Select "Remove member" from the menu (...)
- You cannot remove yourself from the team