Invite members
1
Send the invitation
Open Workspace → Team, click Invite, enter the teammate’s email, and choose their role —
admin, member, or user (see Roles & Permissions).2
They accept
Invitees receive an email with a secure link; accepting it (after signing up or logging in) adds them to the workspace.
3
Grant knowledge base access (members)
Members can only chat with knowledge bases they’ve been granted access to — set that per knowledge base under Knowledge Base → Permissions.
Pending invitations
Owners can review, resend, or cancel invitations that haven’t been accepted yet from the same Team page.Change a member’s role
On Workspace → Team, use the role dropdown next to a member to switch betweenadmin, member, and user. Owners and admins can change roles and manage the team.
A workspace has exactly one
owner, and the dropdown cannot assign it — the owner’s own role cannot be changed either. Handing the workspace to someone else is Transfer ownership, which promotes them and demotes you in one step.