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Overview

Team member management allows you to collaborate with others by inviting them to your workspace. Each member is assigned a role that determines their permissions and what actions they can perform.
Only workspace owners and admins can invite new members and manage existing team members. Members have view-only access to the team roster.

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Roles and Permissions

Your workspace supports three roles, each with different permission levels:

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Role Hierarchy

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Detailed Permissions

When inviting new members, consider what level of access they need. Most team members only need the Member role to use and manage agents effectively.

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Accessing Team Members

To access team member management:
1

Open Settings

Click on Settings in the left sidebar navigation.
2

Select Members

Click on Members in the settings menu to open the team members page.

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Inviting Team Members

Invite new members to collaborate in your workspace by sending them an email invitation.
1

Navigate to Members

Go to Settings → Members from the sidebar.
2

Click Invite Member

Click the Invite Member button in the top right corner.
3

Enter Email Address

In the dialog that appears, enter the email address of the person you want to invite.
4

Select a Role

Choose the appropriate role for the new member:
  • Member - Standard access for most team members
  • Admin - For users who need to manage the team
5

Send Invitation

Click Send Invitation to send the email invite.
Invitations expire after a set period. If an invitation expires, you’ll need to send a new one.

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What the Invitee Receives

When you invite someone, they receive an email containing:
  • The name of your workspace
  • Your name as the inviter
  • The role they’ve been assigned
  • A link to accept the invitation

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Managing Pending Invitations

Pending invitations appear in a separate section below the current members list. These are invitations that have been sent but not yet accepted.

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Viewing Pending Invitations

Pending invitations are displayed with:
  • The invitee’s email address
  • The assigned role
  • The expiration date

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Canceling an Invitation

If you need to revoke an invitation before it’s accepted:
1

Find the Invitation

Locate the pending invitation in the Pending Invitations section.
2

Click Cancel

Click the trash icon button next to the invitation.
3

Confirm Cancellation

Confirm the cancellation in the dialog that appears.
Once an invitation is canceled, the invitee will no longer be able to use the invitation link. You’ll need to send a new invitation if you want them to join.

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Removing Team Members

Owners and admins can remove members from the workspace when necessary.
1

Find the Member

In the Current Members section, locate the team member you want to remove.
2

Click Remove

Click the trash icon button next to their name.
3

Confirm Removal

In the confirmation dialog, review the member’s name and click Remove to confirm.

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Important Considerations

Removing a member immediately revokes their access to the workspace. They will no longer be able to view or manage any agents, sources, or conversations in this workspace.
You cannot remove yourself from a workspace. If you’re the owner and want to leave, you must first transfer ownership to another member or delete the workspace entirely.

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Accepting an Invitation

When you receive a workspace invitation:
1

Check Your Email

Look for an invitation email from Cosmo by Humanizing.
2

Click the Invitation Link

Click the Accept Invitation button in the email.
3

Review Invitation Details

On the acceptance page, review the workspace name and your assigned role.
4

Accept or Decline

Click Accept to join the workspace, or Decline if you don’t want to join.
5

Access Your New Workspace

After accepting, you’ll be automatically redirected to the workspace. Use the workspace switcher in the header to switch between workspaces.

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New User Acceptance

If you don’t have an existing account:
  • An account will be automatically created using the email address the invitation was sent to
  • You’ll be signed in automatically after accepting
  • You can set up your profile and password in Account Settings

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Existing User Acceptance

If you already have an account:
  • You must be signed in with the same email address the invitation was sent to
  • The new workspace will be added to your workspace list
  • You can switch between workspaces using the workspace switcher
Invitations are tied to a specific email address. If you try to accept an invitation while signed in with a different email, you’ll see an email mismatch error.

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Troubleshooting

Ask them to check their spam or junk folder. If it’s not there, cancel the invitation and send a new one. Make sure the email address is spelled correctly.
If an invitation has expired, it can no longer be used. Cancel the expired invitation and send a new one to the same email address.
You cannot remove:
  • Yourself from the workspace
  • The workspace owner (unless you are the owner)
If you need to transfer ownership, contact your workspace owner.
The invitation email must match the email you’re signed in with. Either:
  • Sign out and sign in with the correct email
  • Ask for a new invitation to your current email address
You may not have permission to invite members. Only owners and admins can send invitations. Contact your workspace owner if you need to invite someone.

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Best Practices

Use Appropriate Roles

Assign the minimum role needed for each team member’s responsibilities. Most users only need Member access.

Review Periodically

Regularly review your team members and remove any who no longer need access to maintain security.

Communicate Changes

Notify team members before removing them so they can save any information they need from the workspace.

Track Pending Invitations

Follow up on pending invitations that haven’t been accepted after a few days to ensure invitees received the email.

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Next Steps

Workspace Settings

Learn about other workspace configuration options.

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