Invite teammates and set roles
Add people to your workspace and decide what they can do.
Updated
Agento works best when the people who know the work help shape the agents. Here’s how to bring them in and decide what each person can do.
Invite people
- Open Settings → Members and click Invite.
- Enter one or more work emails.
- Pick a role for each person and send the invites.
People who sign in with SSO can join automatically if their email domain matches your workspace. Turn this on in Settings → Security.
Roles at a glance
| Role | Build agents | Approve actions | Manage billing and members |
|---|---|---|---|
| Admin | Yes | Yes | Yes |
| Builder | Yes | Optional | No |
| Approver | No | Yes | No |
| Viewer | No | No | No |
Builders can also be approvers. Give approval rights to the people who own the outcome, for example the support lead for refund approvals.
Change or remove access
Open Settings → Members, find the person, and choose a new role from the menu. To remove someone, click Remove. Their agents keep running and are reassigned to you.
Teams
On Business plans, group members into teams so each team only sees its own agents, apps, and approvals.
Tip: start with a small group of builders and a clear approver for each agent. Expand once your first agents are running smoothly.
Was this article helpful?
Thanks for the feedback.