How to Invite Team Members
Step 1: Access Settings
Click the settings icon in the bottom-left sidebar to open the settings panel.Step 2: Navigate to Members
Select “Members” from the settings menu to access the team management interface.Step 3: Start Invitation Process
Click the “Invite” button in the top-right corner of the Members section.Step 4: Enter Invitation Details
- Email Addresses: Add one or more email addresses (separate multiple addresses with spaces)
- Select Role: Choose between User or Company Manager roles
- Send Invitations: Click “Send Invitations” to complete the process
User Roles
User
Standard team member with access to:- Assigned Brains and their content
- Chat functionality and AI interactions
- Document uploads and sharing
- Prompt creation and usage
- Standard platform features
Company Manager
Extended permissions including:- All User capabilities
- User management and invitations
- Brain administration and settings
- Workspace configuration
- Advanced platform settings
Managing Team Members
The Members section provides three tabs for comprehensive team management:Members Tab
Shows active team members with:- User Information: Name and email
- Join Date: When they joined the workspace
- Role: Current permission level
- Status: Active, pending, or inactive
- Actions: Delete or modify member access
Team Tab
Displays organized groups of members for easier management of larger organizations.Invitations Tab
Tracks pending invites that haven’t been accepted yet, allowing you to:- Resend invitations
- Cancel pending invites
- Monitor invitation status
Member Management Features
Search and Filter
- Search Members: Find specific team members by name or email
- Display Control: Adjust how many members show per page (10, 25, 50, etc.)
- Sort Options: Organize by join date, name, or role
Invitation Management
- Bulk Invitations: Send multiple invitations at once
- Role Assignment: Set appropriate permissions during invitation
- Tracking: Monitor who has accepted invitations
Getting Started After Invitations
Once team members accept their invitations:- Add them to relevant Shared Brains for project collaboration
- Share important documents and prompt libraries
- Provide training on Weam AI’s key features
- Set up project-specific Brains for organized collaboration