Team and roles

A role is a named set of scopes, each one thing a person may do, such as reading conversations or publishing an AI Agent. Every workspace has the built in roles below, and everyone in it can see what each one includes under Team, Roles.

• The owner creates a custom role under Team, Roles, starting from a built in role or from nothing, and ticks the scopes it includes.
• Scopes that need another one include it: replying to conversations always includes reading them.
• Nobody can give access they do not have. A role or AI Agent you do not have yourself is shown but cannot be chosen.
• Deleting a role that people have asks which role they move to first.

The role decides what someone can do, and their AI Agent access decides where: every AI Agent, including ones created later, or only the ones chosen for them. Change it on the member's page under Team, or from an AI Agent's Settings, Access. Limiting someone to chosen AI Agents depends on the plan.

• Invites are sent by email and expire after 7 days.
• Pending invites count against team seats until accepted, declined, revoked, or expired.
• An invitation carries its role, built in or custom, and its AI Agent access, and the person has both from their first sign in.

Ownership transfer changes another member to owner and makes the current owner an admin. Owner is changed through the ownership panel, not the role dropdown.

Anyone whose role can change workspace settings, Admin and the owner by default, can manage the workspace profile. Only the owner can delete the workspace, and needs another workspace to switch into.