Team: Manage Your Workspace People
The Team section is where you manage the people in your workspace — from inviting new members to assigning roles, managing companies, and organizing teams. Whether you're a solo business or a growing agency, this is where you control who has access to what.
What You Can Manage
My Company
View and manage your currently selected company — team members, pending invitations, and company details. This is your focused view of the business you're actively operating.
Companies
Create and manage all business entities in your workspace. Each company operates independently with its own team, channels, AI assistants, and settings — perfect for agencies managing multiple clients or businesses with several brands.
Teams
Create and manage multiple teams to organize your users. Teams let you group people by department, project, or any structure that makes sense for your workflow.
Users
Manage individual user accounts and their workspace access. View user details, update profiles, and control who can log in.
Roles and Permissions
Create custom roles with specific permissions to control what team members can see and do. From read-only viewers to full admins, you decide the level of access each role has.
Learn more about Roles and Permissions →
Register Team
Register a new team in your workspace. This is the starting point for building your team structure.
Learn more about Register Team →
Edit Team Profile
Update your team's profile information and settings — name, description, branding, and other details that identify your team.
Learn more about Edit Team Profile →
Programs
Manage affiliate, referral, or team-based programs. Programs let you create structured hierarchies for commissions, referrals, or multi-level team organization.
Managing Team Members
To manage your team members:
- Navigate to My Company or Companies in the sidebar
- Click on a company to view its details
- From the company page, you can:
- View a list of team members
- Invite new users via email
- Manage roles and permissions
Inviting New Users
- From the company details page, click on the Invites tab
- Click New Invite
- Enter the email address of the person you want to invite
- Select a role for the user
- Click Send Invite
The user will receive an email with a link to join your workspace.
Roles and Permissions
Roles and permissions let you control what your team members can see and do. You can create custom roles with specific permissions — from viewing only to full admin access.
Learn more about Roles and Permissions →
Keywords
team management, user management, roles, permissions, companies, teams, invitations, access control, workspace management, affiliate programs