Team Management

Manage your human team members alongside your AI specialists.

Your Team Page

Navigate to Your Team in the sidebar to see all team members. The table shows:

Column	Description
Name	Team member's full name
Email	Email address
Role	Their role in the organization
Status	Active or invited
Joined	When they joined
Actions	Change role or remove

Inviting Team Members

1. Click Add Team Member
2. Fill in: Name, Email, and select a Role
3. Click Send Invite
4. A unique invite URL is generated that you can copy and share

User Roles

Role	Color Badge	Permissions
Owner	Purple	Full access including billing and org settings
Admin	Blue	Manage users, specialists, systems, and settings
Manager	Amber	Manage specialists and view reports
Viewer	Slate	Read-only access to dashboards and reports

Changing Roles

1. Click Change Role for a team member
2. Select the new role from the radio buttons
3. Click Save

Removing Team Members

1. Click Remove on a team member row
2. Confirm the removal in the dialog
3. The user immediately loses access