Workspace
Inviting Teammates
Add a teammate to your workspace with a role, a credit budget, and agent access.
Owners and Managers can invite new teammates to a workspace. Each invitation sets a role, an optional credit budget, and which agents the person can use.
1
Open the Members screen
Go to Settings → Workspace → Members and click Add Member.
2
Enter their email and role
Fill in the teammate's email address and pick a role: Manager, Editor, or User. See Members & Roles for what each role can do.
3
Set a credit budget
Under Credit Limit, enter the amount to grant this member. It's drawn from the workspace's available plan credits, so a positive amount is required. Optionally tick Reassign on every plan renewal to grant the same amount again automatically each time the plan renews.
4
Choose which agents they can use
Under Agent Access, tick All agents or select specific agents. Leaving this unselected grants access to all current agents — see Per-Member Agent Visibility for details.
5
Send the invitation
Click Send. The person receives an invitation link, and once accepted they appear as a workspace member with the role you chose.
ℹ️Note
A member's credit budget comes out of the workspace's plan credits — you can only assign as much as the workspace currently has available.