Team controls are available in Settings -> Members for admins.Documentation Index
Fetch the complete documentation index at: https://docs.doe.so/llms.txt
Use this file to discover all available pages before exploring further.
Inviting Members
Go to Settings -> Members and click Invite. Enter an email address, choose a role, and send. Invitations expire after 7 days. If invite review is enabled for your workspace, members can submit invite requests and admins can approve or reject them before an email is sent.Roles
| Role | Access |
|---|---|
| Admin | Manage settings, members, invitations, seats, integrations, billing, and org-wide access |
| Member | Use chats, agent work, files, Library, and shared integrations allowed by the organization |
Managing Members
In Settings -> Members, admins can:- Change roles via the dropdown next to any member
- Remove members with the delete button
- Search and filter by name, email, or role
- Cancel invitations that haven’t been accepted
- Review invitation requests submitted by members
- Track seat usage and open Billing to add seats when needed
| Status | Meaning |
|---|---|
| Active | Accepted and using the platform |
| Pending | Invitation sent, awaiting acceptance |
| Expired | Invitation expired after 7 days |
Seats
The Members page shows active member count against available seats. If your workspace is at capacity, admins can open Billing to add seats. Non-admins should ask an admin to add seats or approve invites.Access and Sharing
Team membership controls who can use the organization workspace. Access to individual files, folders, integrations, and external systems may still depend on sharing settings, org-wide access, OAuth scopes, API key permissions, and roles in the connected service.Settings
Configure workspace preferences
Security
Data protection and privacy