Members and invitations
People join a company, and then they are added to Shared Spaces. Everyone at the company is a member of the Company Space. A Shared Space has only the people added to it.
Roles
A person's role decides what they can change, not what they can see. See Who can see what.
In the company
| Role | What it means |
|---|---|
| Owner | Manages people, roles and every company setting. |
| Admin | Adds people and changes agent setup. |
| Member | Works in the company and its Spaces. |
In a Shared Space
| Role | What it means |
|---|---|
| Owner | Can archive and delete the Space. |
| Admin | Can add people and change settings. |
| Member | Works in the Space. |
Invite people to the company
- Open Settings → Company → General.
- In Members, choose Add people.
- Search for a person by name, or type their full email address.
- Under Add as, choose Admin or Member.
- Choose the button at the bottom, which reads Invite 1 person, or the number you picked.
People you have invited show as Invited in the member list until they sign in. A person already in the company, or already invited, shows Already in or invited.
Who can join on their own
The header of Settings → Company → General shows a Who can join choice, which owners and admins can change:
- Anyone at can join: people with the company's email domain, or who sign in with its Microsoft 365, join on their own. The choice shows your company's name or domain.
- Only people you add: everyone else needs an invite from an admin.
Add people to a Shared Space
- Open the Space's page from Spaces.
- In Members, choose Add people.
- Search by name or email.
- Under Add as, choose the role.
- Choose Add 1 person, or the number you picked.
Change a role or remove someone
In the member list, choose the role next to a person to open the Role menu. Pick Owner, Admin or Member, and confirm the change. To take someone out, choose Remove from Space and confirm. In the company, the same menu removes a person from the company.
When someone leaves or is removed, their access ends right away, including Automations they own in that Space.
Leave a Space
In a Shared Space, open the Space's page and choose Leave Space. You lose access to its Threads and Files right away, and your Automations there stop. An owner can add you back.