Can I add members to my organization?

Yes. You can invite other members to your organization from the Organizations section of your portal.

When inviting a member, you will enter their email address and choose the role they should have in your organization.

Available member roles

When you invite a member, you can assign one of two roles:

Choose the role based on what the member needs to do in your organization.

How to invite a member

1. In your portal, open the menu in the top-right corner.
2. Click Organizations.
3. In the Organizations section, click + Invite member.
4. The Invite member window will open.
5. Enter the email address of the person you want to invite.
6. Select the role you want to assign:
   • Viewer
   • Editor
7. Click Send Invitation.

What happens after you send the invitation

After you send the invitation, the invited member will receive an email.

They should open the email and follow the steps to create an account and join your organization. Once they complete the process, they will have access based on the role you assigned to them.

Choosing the right role

Use Viewer when the member only needs to review AI agents, data, or setup details without making changes.

Use Editor when the member needs to create or update AI agents.

Troubleshooting

The member did not receive the invitation email

Ask them to check their spam or junk folder. Also confirm that the email address was entered correctly.

The member joined but cannot edit anything

Check which role was assigned to them. If they were added as a Viewer, they will only have read-only access.

I do not see the Organizations section

You may not have the required permissions to manage organization members. Contact your organization owner or administrator for access.