First Steps in Dashboard
Invite Teammates
Team collaboration is at the heart of Weam AI.
Inviting teammates allows them to access your workspace, participate in Shared Brains, and collaborate on AI-powered projects.
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