About 4 min read
Members, invites, and roles
Inviting colleagues, what new members should expect on first visit, and keeping access aligned with how your team works.
Inviting people
Send invites from workspace or organization settings, depending on your deployment. New members should accept from the same email address that received the invite when possible.
Roles and responsibility
- Keep at least two people who can manage billing and membership.
- Limit who can install marketplace bundles or create API keys if your policy requires tighter governance.
Removing access
Revoking access stops future sign-in; it does not automatically erase historical audit or billing records your contract may require to retain.
Related articles
- What to do right after you sign up — A short checklist after you create an account: confirm email, pick or wait for your workspace, and open the product for the first time.
- Workspaces explained — How a workspace relates to your company account, why you might have more than one, and where your agents and data live.
- Sign in, SSO, and launch links — How sign-in works with the control plane, branded workspace URLs, and secure handoff into your tenant runtime.
- Billing, plans, and invoices — Where billing is managed, how usage-related charges may appear, and how to get help when something looks wrong on an invoice.
- Create and run your first agent — Creating an agent, choosing a sensible starting model, and verifying health before you rely on it for real work.
- Help Center home