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.