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Inviting Team Members

Grow your team and collaborate effectively.

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How to Invite

1

Navigate to Team

Click “Organization” → “Team Members”
2

Click Invite

Click “Invite Member” button
3

Enter Details

  • Email address
  • Role (Owner, Admin, Guest)
  • Optional: Personal message
4

Send Invitation

Click “Send Invite”—they’ll receive an email

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Invitation Methods

Single Invite

Invite one person at a time

Bulk Invite

Upload CSV with multiple emails

Invite Link

Generate shareable invitation link

SSO Provision

Auto-provision via SSO (Enterprise)

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Roles Overview

RolePermissions
OwnerFull access, billing, delete org
AdminManage AI connections, invite users, settings
GuestLimited access to assigned groups and conversations
All roles can use AI connections they have group access to. Groups control which AI connections users can access.

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Bulk Invitations

CSV Format: 
email,role,message
john@company.com,admin,Welcome to the team!
jane@company.com,guest,
mike@company.com,admin,Check out our AI connections
Steps:
  1. Download CSV template
  2. Fill in team member details
  3. Upload CSV file
  4. Review and confirm
  5. Send invitations

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Managing Invitations

Pending Invitations:
  • View all sent invitations
  • Resend invitations
  • Cancel pending invitations
  • Set expiration (default: 7 days)
Invitation Status:
  • ⏳ Pending
  • ✅ Accepted
  • ❌ Expired
  • 🚫 Declined
Invitations expire after 7 days. Resend if needed.

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Best Practices

  • Owner: 1-2 people maximum (organization creator)
  • Admin: Department leads, managers, trusted team members
  • Guest: External contractors, clients, limited access users
Note: All users can access AI connections via groups. Roles control administrative permissions.
  • Send welcome message with invitation
  • Provide getting started guide
  • Assign mentor or buddy
  • Schedule onboarding call
  • Audit team members monthly
  • Remove inactive users
  • Update roles as needed
  • Check external access

Next: Roles & Permissions

Learn about user roles and permissions
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