Working as a team in a workspace lets you and your teammates collaborate efficiently with both AI and human employees. As your team grows, you can control who has access to which AI employees and what actions they can take - keeping permissions clear and secure.
A workspace has two roles: Owner and Member. Each has different levels of access and control.
Workspace Owner
The workspace owner is the person who created the workspace and manages its settings, billing, and team members:
Permissions:
Edit workspace information (e.g. company name, description, target customers)
Add or remove members
Decide whether members share AI employees or have personal ones. Learn more about the difference between Personal vs Team Collaboration Mode.
Manage all billing for the workspace
Example: If your workspace plan costs $39/month and you add one member at $29/month, the total charge for the owner will be $68/month.
Workspace Member
Workspace members can collaborate with the AI employees but do not manage workspace settings or billing.
Permissions:
Work with shared AI employees or their own assigned ones
Create and edit tasks via chat with AI employees or via the Tasks dashboard.
Access support via the “Need Help?” button in the left sidebar.
Limitations:
Cannot add or remove members to the workspace
Cannot edit workspace settings
Cannot create new workspaces
Cannot view or update workspace billing information
Clear role-based access ensures every teammate has the tools they need - and only the permissions they require. With these roles in place, we give you the tools to collaborate efficiently in a shared workspace.