Roles
To change a role, open the Members card and pick a role from the dropdown on that person’s row. The change applies to their next request. You cannot change your own role.
How someone gets in
Invite someone
- On the Members card, select Invite.
- Enter their work email and choose a role. Check the role before you send: the dialog starts on Admin.
- Select Send invite, then copy the link. It is shown once.
- The address must be a work email. Personal addresses are refused.
- The link works once and expires after 7 days.
- The person must sign in with the exact address you invited.
Joining by email domain
Your workspace’s domain comes from the email address of the person who created it. After that:- Someone who signs in with a verified address on that domain joins automatically as a Member, if a seat is free.
- If no seat is free, or their address is not verified, they send a request to join and wait.
Remove someone
Select Remove on their row. They lose access right away: their sessions end and their agents are signed out of the gateway. Their Person entry stays on the context map and is reused if they rejoin. You cannot remove yourself, and a workspace always keeps at least one admin.Teams
A team is a Team entity on the context map. The Teams page is another view of the same teams, so one you add here appears on the map.- Create a team: select Add team and name it.
- Add people: open the team and use Add people to search by name or email.
- Delete a team: this removes it from the context map along with its membership and its service access. It cannot be undone.