Invite Team Members
Invite people to your workspace, set their role, assign them to a team, and cap their credits.
Step-by-step
Prefer to scan? Here’s the same flow, step by step.
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Click on “Manage Souvenir” to invite team members and access admin controls.
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Now, click Members to view and manage all workspace members and permissions.
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Afterwards, click the “Invite members” button to add new users to your workspace.
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Following that, enter the colleague's email address in the input field to invite them.
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Select a role for the member based on their access needs — Member: can chat, use agents, and access team projects. Editor: everything a Member can do, plus the ability to publish to the Team scope. Admin: full access excluding billing.
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Next, select a team from the dropdown to assign the invited member to it.
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Following that, enter a credit cap for the invited member's workspace access.
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After that, click Send invite to dispatch the invitation to the specified email address.