Invite a user

Inviting a user gives someone access to one of your agents. You invite people by their email address. Each one gets a pending invitation, which they accept in the platform after signing in. They then become a member of that agent and can use it in the app.

This is different from inviting a workspace collaborator: see Invite an admin to give access to the whole workspace. Here you grant access to a single agent, from that agent’s own Members page.

How agent members work

Each agent has its own list of members. You enter one or more email addresses and click Invite. Each person gets a pending invitation, listed under Pending invitations below the members grid. If your platform is set up to send emails, each person receives their invitation link by email. Otherwise, copy the link and send it to them yourself. They sign in with your organization’s account and accept the invitation on the home page. They then appear in the members grid with the role member. You can delete a pending invitation or remove a member at any time.

Roles are shown but not chosen here. The Invite users dialog asks only for email addresses; there is no role picker. The role labels on the cards (owner / admin / member) are the platform’s built-in role names.

The full flow at a glance

The walkthrough below replays every step in the real interface. Use Prev / Next to move at your own pace; each step highlights the button to click and the area to watch.

Step by step

1. Open the agent

In Studio, open the agent you want to give access to, either from the Agents group in the left sidebar or from its card on the workspace overview.

2. Open the agent’s Members page

On the agent’s page, click Members in the top-right actions (next to App and Edit). The page is titled Members of your agent, with the description Invite users who can use your agent. It lists everyone who already has access, with the Invite users card at the end of the grid.

3. Open the Invite users dialog

The Invite users card reads Enter the email addresses of the people who should use this agent. They accept the invitation after signing in. Click its Invite button to open the Invite users dialog.

4. Add the email address

1. Type the person’s address in the Email address field (placeholder Enter email address).
2. Click Add next to the field, or press Enter. This only puts the address in the list: it appears as a chip below the field. Repeat to invite several people at once; remove a chip with its ✕ if you added one by mistake.

An invalid address shows Invalid email address, and an address already in the list shows Email already added.

5. Send the invitations

Click Invite at the bottom of the dialog. The dialog closes and a People invited notification confirms it. The button stays disabled until at least one address is in the list. Someone who is already a member, or already invited, is skipped.

6. Follow pending invitations

Each person now appears under Pending invitations, below the members grid: People invited to this agent who have not answered yet. Each card shows the email and when it was sent (for example Invited 2 minutes ago). They have no access yet. The section reminds you: Send each person their invitation link. They must sign in, or sign up, with the exact email address shown on their invitation, otherwise they will not see it.

If your platform sends emails, each person already received their link, and the notification reads Invitations sent by email. Otherwise, or to send a link again, click the link icon (Copy invitation link) on a card. An Invitation link copied notification confirms it. Send the link to that person: it opens the platform with their email already filled in on the sign-in screen, where they can also sign up if they have no account yet. They then accept the invitation (see Sign in and accept your invitations).

7. See the new member

Once a person accepts, their invitation leaves the pending list and they appear in the members grid with their name and the role member. They can use the agent, and see its workspace in the app. If they decline, the invitation simply leaves the pending list.

8. Delete an invitation or remove a member

To cancel an invitation that hasn’t been answered, click the trash icon (Delete invitation) on its card. The Delete invitation? dialog warns that the person will no longer be able to accept it. Click Confirm.

To remove someone who already joined, click the trash icon on their card. A confirmation dialog (Remove name?) explains the member will be removed from the agent and that the action cannot be undone. Click Remove to confirm. You can’t remove the agent owner or yourself.

Tips

• Double-check each Email address before clicking Invite: the invitation goes to exactly what you type, and it must match the email of the person’s organization account.
• Invite several people in one go by adding multiple email chips before clicking Invite.
• Agent members are scoped to that agent only. To give someone access to the whole workspace instead, use Invite an admin.

Troubleshooting

• The invitation stays pending. The person hasn’t accepted yet. Remind them to sign in with their organization’s account, using the email you invited, and to click Accept on the home page.
• The person sees No access yet. They signed in with a different email than the one you invited, or their identity provider hasn’t verified it. Delete the invitation and invite the address of their organization account.
• I invited the wrong address. Click the trash icon on that pending invitation and confirm, then invite the correct email.
• The person declined by mistake. Invite them again; a new pending invitation appears.
• Some cards show Never signed in. These people were given access before invitations existed and haven’t signed in since. They already have access and only need to sign in.
• I can’t remove a member. The trash icon isn’t available for the agent owner or for your own account.
• I don’t see the Members button. You need management access to the agent; ask the agent owner or a workspace admin if it isn’t visible.