Team Management

The Team Management page lets you manage all members of your organization. It's divided into two sections based on scope:

• Organization-scope members (top section) — Owner and Admin roles, who have access to all projects automatically
• Project-scope members (bottom section) — Project Manager, Developer, Member, and Viewer roles, who only see projects they've been assigned to

For a detailed explanation of what each role can and cannot do, see Roles & Permissions.

Organization-Scope Members

This section shows the Owner and Admins of your organization. They automatically see all projects and are not restricted by project budgets.

A resource counter in the section header shows how many admins you have relative to your plan limit (e.g., "2/5 Administrators").

Project-Scope Members

This section shows everyone else: Project Managers, Developers, Members, and Viewers. They only see projects they've been assigned to.

Status Indicators

Each project-scope member displays a status dot on their avatar:

• Green dot: Active — the member has normal access
• Red dot: Suspended — the member's access is blocked

Suspended members appear with reduced opacity and are sorted to the bottom of the list.

Adding a New Member

1. Click the Add Member button (top-right of the relevant section)
2. Fill in the required fields:
   • Full Name: The member's display name
   • Email: Their login email address
   • Temporary Password: Set a password or click Generate Random for a secure one
   • Role: Select the appropriate role
   • Projects (project-scope only): Select one or more projects the member should have access to
3. Optionally toggle Notify by Email to send login credentials automatically
4. Click Create

WARNING

If you disable email notification, you'll need to share the temporary password manually. The member will be prompted to change it on first login.

Editing a Member

Click the edit action on any member row to modify their settings:

• Role: Change the member's role. Switching between organization-scope and project-scope roles adjusts their visibility accordingly.
• Projects (project-scope only): Add or remove project assignments. At least one project is required.

INFO

When you change a member's role, their session ends automatically. They'll log in again with updated permissions — no action needed on their part.

Suspending a Member

You can suspend members to temporarily block their access without removing them:

1. Click the actions menu on the member row
2. Select Suspend User
3. The member's status changes to suspended (red dot) and they lose access immediately

To reactivate, click Activate User from the same menu.

TIP

Suspension is useful for temporary access control — for example, when a contractor finishes a project phase but may return later. Their resources and data are preserved.

Member API Keys

You can view and manage API keys associated with each member:

1. Click the actions menu on a member row
2. Select API Keys
3. The dialog shows all API keys owned by that member, including:
   • Key name and partial key hint
   • Creation date and last used date
   • 30-day cost

From this dialog, you can create new API keys for the member or delete existing ones.

Removing a Member

1. Click the actions menu on the member row
2. Select Delete
3. Confirm the removal

WARNING

Removing a member revokes their access immediately. Resources they created (agents, knowledge bases, etc.) remain in the organization and are accessible to other members.

Resource Counters and Plan Limits

Both sections display resource counters that reflect your plan limits:

• Administrators: Current admin count vs. plan maximum
• Team per Project: Project-scope members vs. per-project limit

When a limit is reached, the Add Member button becomes disabled and a message explains how to upgrade your plan.

Best Practices

• Use project-scope roles by default — Only promote to Admin when full organization access is truly needed
• Use Project Manager for project leads — They can manage their project's team without needing organization-wide Admin access
• Assign specific projects — Don't add project-scope members to all projects; keep access focused
• Review regularly — Periodically audit the member list and remove inactive accounts
• Suspend instead of delete — When access should be temporary, suspend the member to preserve their data and simplify reactivation

Next Steps

• Roles & Permissions — Understand what each role can do
• Projects & Workspaces — Understand how projects organize resources
• Plan & Subscription — View and manage member limits