Using the web app
Team
Inviting members and setting permissions.
Inviting members — Workspace → Members
The person who created the workspace invites others by email. Once an invited person signs up (or logs in) with that email, this workspace shows up under workspace switcher at the top of the sidebar. You can invite someone before they've even signed up.
| Permission | Can do |
|---|---|
| Sources & organize | Add sources, run organizing, create experiments |
| Read & assistant only | View documents and ask the assistant |
- Permissions can be changed anytime from the list, and removing a member happens here too
- ⚠️ Either permission level sees everything in this workspace. There's no per-item access control yet — don't add anything that needs to stay private, like payroll or HR data
- Assistant conversations are the one exception — those stay private to each person