Managing members

Members is the list of the people in the workspace. It has two tabs: Active are the people who have already signed in, and Pending are the invitations of those who haven’t yet.

Add people

Click Add member.
On the By email tab, type or paste the emails separated by commas or new lines. You can also use Upload CSV.
Choose the Role they join with: User, Admin or Owner (a custom role is given afterwards, through groups; the options depend on your role). Admin is rolling out and may not be available in your organization yet.
Click Add member.

Each email gets an invitation and takes a seat. If there are no seats left, the invitation fails and the notice says which ones didn’t get in and why. When there are none left, add them in Billing; if you don’t see Billing, the notice says to ask an Owner.

The invite link

The By invite link tab has a link, https://<your workspace>/join/<code>, with the date it expires: it lasts 90 days. Anyone with an email from your company’s domains who opens it and signs in joins right away, as a User with a Standard seat, even if you’ve turned on Approve new members from these domains. Everyone else needs an email invitation. It needs at least one company domain; without one, the tab says how to ask for it.

Copy link copies it so you can share it.
Regenerate gives it a new code and a new 90 days; the old link stops working right away. It doesn’t turn the link back on if it’s off.
Disable turns it off right away, and Enable turns it on again with a new code.
When it expires, the tab says Expired on the date; click Regenerate to get a new one. Nobody gets an email about it.

If the person opens an expired or turned-off link, or one with an email from another domain, they see a page that says so and asks them to request an invitation from an admin; with another domain, it also tells them to switch accounts and open the link again. People who are already members, admins or invited get in as always, even with a link that no longer works. If there are no seats left, they see that the workspace reached its user limit.

The link is also in Organization and access → User provisioning for those who can manage people. Whoever joins with the link from a domain that isn’t Discoverable shows in Active as Joined with the invite link.; with a Discoverable domain, the row says Joins with the domain, like someone who joins through the domain.

Roles: Primary Owner, Owner, Admin, User and Custom

These options are rolling out and may not be available in your organization yet.

In each row’s Role column you change the role: Primary Owner, Owner, Admin, User or Custom. You can’t change your own role; the Primary Owner only changes by transfer, and there is always one. Owners and the Primary Owner change any role; custom roles with User Management switch people between User and Custom; Admins invite and remove User and Custom members.

The role change is saved right away and reaches the workspace in a couple of minutes. The notice says “Role updated. The workspace permissions apply in a couple of minutes.”

Custom is a member who gets the roles of their groups: with roles, the admin decides which models they use (see Groups and roles). A User uses every enabled model. Switching someone to Custom or back to User reaches their chats in a couple of minutes.

Tier: Standard and Premium

In the Tier column you choose Standard or Premium for each person. Every new person joins as Standard.

Premium includes more usage per month (see Plans and pricing). You can only move someone to Premium if there’s a free Premium seat: there can’t be more people on Premium than Premium seats bought. If there’s no free one, the Premium option is disabled and the hint says Buy a Premium seat in Billing.

Remove someone

In each row, Remove deletes that person’s invitation: they won’t be able to sign in again and their open sessions are closed. What they did in the workspace stays.

You can’t remove someone who joins with a domain that is Discoverable (they just sign in again), which includes those who used the invite link with such a domain; their row says Joins with the domain. You can remove someone who joined with the invite link from a domain that isn’t Discoverable: they only come back with the link or an invitation. You also can’t remove an Admin, Owner or Primary Owner: first you change their role (for the Primary Owner, first transfer ownership). The button appears disabled and explains why.

You can pick several people with the checkboxes and remove them together with Remove selected.

Filter and export

The Role: All filter shows only one role at a time.
Search… filters by name or email.
Export CSV downloads the list you’re viewing, with name, email, role and last sign-in.