Invite Members

Invite team members to your organization so they can help build and manage your knowledge bases and integrations. Organizations help you organize your projects and control who has access to specific resources.

1. Head to Team Management

From your organization dashboard, click on "Settings" in the sidebar, then select the "Members" tab. Here you'll see all current members of your organization.

2. Invite a Member

Click the "Invite Members" button. Enter one or more email addresses (comma-separated) and optionally add a personalized invitation message. They'll receive an email with instructions to join your organization.

3. Assign Roles

When inviting members, you can assign them a role that determines their access level:

• Owner: Complete control of the organization, including billing, deletion, and role assignment
• Admin: Administrative access - can manage knowledge bases, integrations, and members, but cannot delete the organization or change billing
• Editor: Content management access - can create and edit knowledge bases and integrations, but cannot manage members or billing
• Viewer: Read-only access - can view and use resources but cannot make changes

Managing Your Team

You can change a member's role or remove them from your organization at any time from the Members page. To change a role, find the member in the list, click the role dropdown next to their name, and select the new role. To remove a member, click the "Remove" button and confirm. Changes take effect immediately.

Best Practices

• Assign the least privilege necessary for each team member
• Periodically review organization members and their roles
• Use clear role assignments to maintain security and organization