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Invite Team Members

Add users to your team project so they can collaborate on agents, workflows, and conversations.

Prerequisites​

  • You are signed in to the XpressAI Platform.
  • You have a team project (not a personal project).
  • You are the project owner or have permission to invite members.

Steps​

Invite a member​

  1. Navigate to Project Settings from the sidebar.
  2. Select the Members tab.
  3. Click Invite.
  4. Enter the user's email address or user ID.
  5. Click Send Invite.

Accept or decline an invite​

  1. The invited user receives a notification in the platform.
  2. They click Accept to join the project, or Decline to reject the invitation.

Remove a member​

  1. Navigate to Project Settings > Members.
  2. Find the member you want to remove.
  3. Click Remove next to their name.
  4. Confirm the removal.
warning

Removing a member immediately revokes their access to the project, including all conversations, agents, and data within it.

info

Team members are added with a default member role. The project owner has full administrative access including managing members and settings. Members can interact with agents, conversations, and tasks but cannot modify project-level settings.

tip

You can check pending invitations in the Members tab. Resend or cancel invites as needed.

Verify​

  • Invited users appear in the Members list with their status (pending or active).
  • Accepted members can see the project in their Project Selector.
  • Removed members no longer have access to the project.