Invite a member
1
Open Members
In the intended organization’s settings, open Organization → Members and select Add member.
2
Set the invitation's permissions
Enter the teammate’s email. In the two-column dialog, choose Organization or an agent on the left, then enable the required switches on the right. Grant at least one permission.
3
Send the invitation
Select Invite. Confirm the member appears as Invited. The invitation carries the permissions you selected.
4
Verify accepted access
Ask the teammate to accept the invitation and sign in. They can switch to the organization and open only the areas their permissions allow.
Permission switches
Use the member’s Permissions action to change switches, then Save. Turning a prerequisite off turns Assistant off too. A member must retain at least one permission; use Remove to revoke all membership access.
Share an agent with another organization
You need the owning organization’s Agents permission. Ask the receiving organization for the Organization ID shown in its organization settings.1
Choose the owned agent
Open Organization settings → Organization → Agents. Under Owned, use the agent’s Share action.
2
Send the share
Enter Recipient organization ID and select Share. Confirm the receiving organization appears as pending.
3
Accept in the receiving organization
A member allowed to manage agents opens its Pending group and selects Accept. The agent then appears under Received.
4
Assign member access
The receiving organization grants its members agent permissions. Confirm the intended teammate can open the shared agent. Both organizations work on the same agent.