Inviting your team

Add teammates to your workspace with an email invite — they land in the same assistant, agents, and connected tools you've already set up.

Last updated July 14, 2026

Inviting your team means everyone works from the same shared assistant, the same agents, and the same connected apps. There's nothing for new members to reconfigure — they sign in and everything is already there.

Send an invite

Open your workspace settings

Go to your workspace's members area, where you manage who has access.

Enter their email and pick a role

Add the person's email address and choose the role that fits what they should be able to do in the workspace.

Send the invite

They receive an email invitation. When they accept, they join your workspace and can start using the assistant and agents immediately.

Note. Each active member uses one seat. If you're out of seats, add more before inviting — you can do this from billing.

What new members can access

Once someone joins, they share the workspace's context:

  • The assistant, with all of the workspace's connected integrations.
  • Agents your team has built, plus their deliveries and activity.
  • Workspace data — Tasks, Meetings, Reminders, Notes, and Contacts.

What they can change — like billing, integrations, or workspace-wide settings — depends on the role you give them.

Managing invites

You can see pending invitations, resend one that hasn't been accepted, or revoke it if it's no longer needed. If someone's email changed, revoke the old invite and send a fresh one.

Tip. Invite people with the lowest role that lets them do their job, then upgrade later. It's the simplest way to keep billing and integrations under control.

Next steps

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