Manage Users

Users are how people log into a workspace. This page covers how to invite them, what the available roles mean, and how to change or remove access later.

Roles

Role	What they can do
Admin	Everything: users, licensing, workspace settings, server health, all automations, all models, all knowledges.
Manager	Build and edit automations, models, knowledges. Can also invite users (typical "team lead" capacity).
Editor	Build and edit automations, models, knowledges. Cannot manage users or licensing.
Monitor	Read-only view across the workspace. For auditors, stakeholders, or junior staff in training.
AgentUser	Use the Inbox only — chat with agents, pick up tasks. Cannot see the editor at all.

Higher roles include the lower ones. An Admin can do everything an Editor can; an Editor can do everything a Monitor can; and so on.

The recommended baseline:

• One or two Admins per workspace.
• A handful of Editors or Managers who build automations.
• The rest as AgentUser — they only ever see the Inbox.

Inviting users

1. Open Administration → Users & Roles.
2. In the Invite users area at the top, type one or more e-mail addresses separated by commas.
3. Pick the Default role for the invitations. Every address in the list will receive an invitation with that role. (You can change individual roles later.)
4. Click Send invitations.

Each invitee receives an email with a link. When they click it and log in for the first time, they complete their profile (see Inbox → First Login) and arrive in your workspace.

You can leave the page after sending — the invitations are dispatched asynchronously.

Viewing the user list

Below the invite area, the page lists every user in the workspace. For each user you see:

• Name (or email if they haven't completed their profile yet).
• E-mail address.
• Role.
• Last login.
• Status (active, invited but not yet accepted, suspended).

Changing someone's role

1. Open the kebab menu (three dots) on the user's row.
2. Pick the new role from the list.

The change takes effect on the user's next page load. Active sessions do not need to be killed.

Removing a user

1. Open the kebab menu on the user's row.
2. Click Remove user.

Removing a user revokes their access to this workspace. If they belong to other workspaces, they keep access there. The user's account itself is not deleted — that requires a separate operation.

Any automations the user created remain in place. They are not owned by an individual; ownership is per-workspace.

Recommendations

• ✅ Use Editor as the default role for new builders. Promote to Manager only if they also need to manage users.
• ✅ Invite people in batches. The platform sends one email per address.
• ✅ Keep at least two Admins per workspace. Single-Admin workspaces become locked if that person leaves.
• ✅ Review the user list quarterly. People change roles inside the organization more often than they get pruned from systems.
• ⚠️ A user with the Manager role can invite further users — including granting them Admin role. Choose Managers carefully.
• ⚠️ Removing a user does not delete their historical activity. Past jobs they ran are kept.
• ❌ Do not share user accounts. Conversations and ownership are per-user; sharing breaks the audit trail.

Frequently asked questions

The invited person says they did not receive the email. Check the spam folder first. If after a few minutes there is still nothing, Resend invitation from the kebab menu on the user's row.

Can a user belong to several workspaces? Yes. Invite them in each workspace. They switch between workspaces from the top toolbar.

Can a user have different roles in different workspaces? Yes. The role is per-workspace.

What to do next

• Manage your Workspace — the workspace's own settings.
• Licensing — quotas including the user quota.