Administration

Invite and manage agents

Invite agents to the workspace, assign roles, and manage pending invitations.

Updated 2026-07-24For: Administrators

A person can sign in only after accepting the invitation and completing account setup. Role controls access; team controls support scope.

Steps

Send the invitation

Go to Settings → Agents and enter the email, role, and initial team.

Confirm the address

Verify the email before submitting. The invitation state appears after sending.

Manage pending invitations

Remind or revoke an invitation that has not been accepted. Revocation invalidates the original link.

Adjust the agent

After the person joins, update role, team membership, and support capacity according to responsibility.

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