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Open Team to see workspace people and their details. Workspace owners and admins manage invitations, people, and agent identities.

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Invite a teammate

  1. Open Team and the invitation action.
  2. Enter the person’s email address and select the permitted workspace role.
  3. Send the invitation. If email delivery is unavailable, use the provided invitation-link fallback.
  4. Check the pending invitation and ask the person to accept using that exact email address.
Pending invitations count toward the seat limit. A newly accepted member normally receives Company Viewer access and their own personal vault. Grant additional vault access separately. Invitations expire after 72 hours and are single-use. Send a new invitation if the old one can no longer be accepted.

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Choose a workspace role

Only owners can grant or revoke Owner and Admin roles. The final active owner cannot be disabled or demoted.

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Open a person’s record

Select Open from their Actions menu to inspect their display name, account email, groups, and devices. Administrators can edit the display name and group assignments. Account email is not edited from Team. Use the person’s Actions menu for group assignment and endpoint or agent setup. Connections remains the detailed endpoint inventory.

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Use an agent identity

An agent/service principal is a named non-human identity that can own connections and hold vault roles. It has no interactive human login and cannot become an organization owner or admin. Service principals do not consume human seats. Give it only the vault access needed for its work. Naming an agent does not start a hosted agent or run a model. Use the deliberate offboarding process when someone leaves.

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Help a new member succeed

Send new members Join your team. Use Employee onboarding to create and verify a short first-week reading path.