Inviting & Managing Team Members

Collaborate seamlessly by adding colleagues to your SoterAI organization and assigning them the appropriate access levels.

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1. Members Screen

On the Members screen you’ll find a list of all users in your organization along with their assigned roles.

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2. Inviting New Members

On the Members screen:

• Click Invite Member.
• Enter the teammate’s email address.
• Assign one of three roles:
  • Owner – Full access to all Organization and Workspace settings, billing, and user management. Owners can invite, remove, and promote other users (including additional Owners).
  • Manager – Full access to workspace creation, configuration, member management (excluding Owner roles), and feature settings. Managers can invite and manage Members but cannot change billing or Organization‑wide settings.
  • Member – Standard user access: view and use chats, workflows, data sources, and AI Intelligence layers (per edition); create and edit their own content; upload files; and edit only their personal profile settings.
• Click Send Invite to send the invitation.

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3. Changing Member Roles

On the Members screen, find the user whose role you want to update. Use the Role dropdown next to their name to select a new role and confirm the change.

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4. Removing or Re‑inviting Members

On the Members screen:

• Use the Remove action next to a user to revoke access immediately.
• Use the Re‑invite action for pending invites to resend the invitation.

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5. Role Descriptions & Best Practices

Owner

• Full, unrestricted control over the Organization and all Workspaces
• Invite, remove, or change any user’s role (including other Owners)
• Manage billing, edition upgrades/downgrades, and trials
• Edit Organization settings (name, location, industry, priority regulations)
• Archive or delete the Organization

Manager

• Create, edit, or delete Workspaces
• Invite, remove, or change roles for Members (but not Owners)
• Configure workspace-level settings (branding, data-source connections, workflows)
• View billing and usage dashboards (but cannot modify billing details)
• Access all shared data and AI features enabled in the Organization’s edition

Member (Enterprise only)

• View and use Chats, Workflows, Data Sources, and AI Intelligence layers (per edition)
• Create and edit their own chats and workflows
• Upload files to data sources (if permitted)
• Edit only their own user profile settings (name, avatar, notifications)

Best Practices

• Least‑Privilege Principle: Grant only the permissions each user needs.
• Regular Audits: Periodically review your Members list to remove access for former team members.

With roles clearly defined and your team invited, you’re ready to collaborate effectively in SoterAI!