Invite Team Members

Under Development

This section is under active development. Documentation may not be fully accurate. Please contact us if you have any questions.

This article will teach you how to invite colleagues to your workspace.

Invitation Steps

Step 1: Access Member Management

1. Enter your workspace
2. Click "Settings" or the menu next to workspace name
3. Select "Members"

Step 2: Click Invite

Click the "Invite Member" or "Invite" button.

Step 3: Enter Email Address

Enter the email address of the person you want to invite.

Note

The invitee needs to have a Codeer.ai account. If they don't have an account yet, they'll receive an email invitation to register.

Step 4: Select Permission

Choose the permission level for this member:

• Admin: Can manage workspace settings and members
• Member: Can use Agents and view data
• Viewer: Can only view, cannot modify

Step 5: Send Invitation

After clicking "Invite," the recipient will receive an invitation notification.

Manage Existing Members

In the member list, you can:

• Change Permissions: Click the member's permission label to modify
• Remove Member: Click the delete button to remove member

Warning

After removing a member, they will no longer have access to any content in the workspace.

Batch Invitations

If you need to invite multiple people, you can:

1. Use commas to separate multiple email addresses
2. Or invite one person at a time

Common Questions

What if the recipient didn't receive the invitation?

1. Ask them to check spam folder
2. Confirm email address is correct
3. Resend invitation

Can I invite people outside the organization?

Yes. Anyone with a Codeer.ai account can be invited to the workspace.

Do invitations have a time limit?

Invitation links are typically valid for 7 days. After expiration, you'll need to resend the invitation.