Invite Teammates

Learn how to invite team members to your Semantiks organization and manage user roles and permissions

Inviting Team Members to Your Organization

Collaboration is a key aspect of managing AI agents effectively. Semantiks allows you to invite team members to your organization and assign them specific roles and permissions.

User Roles in Semantiks

Before inviting team members, it’s important to understand the different user roles available:

• Admin: Full access to all organization settings, agents, and analytics. Can invite and manage other users.
• Editor: Can create and edit agents, view analytics, and manage conversations.
• Viewer: Read-only access to agents and analytics. Cannot make changes to agents or settings.

Inviting New Team Members

1. Navigate to Organization Settings

   From the main dashboard, click on your profile icon in the top-right corner and select “Organization Settings” from the dropdown menu.

   

2. Access User Management

   In the Organization Settings panel, click on the “Users” or “Team Members” tab.

   

3. Send Invitations

   Click the “Invite User” or ”+” button to open the invitation form.

   Enter the email address of the person you want to invite, select their role (Admin, Editor, or Viewer), and click “Send Invitation”.

   

4. Manage Pending Invitations

   You can view and manage pending invitations in the “Pending Invitations” section.

   From here, you can resend or cancel invitations that haven’t been accepted yet.

   

Managing Existing Team Members

Once users have joined your organization, you can manage their roles and access:

1. Change User Roles: Select a user and click “Edit” to change their role.
2. Remove Users: Select a user and click “Remove” to revoke their access to your organization.
3. View Activity: Monitor user activity and last login times.

Best Practices for Team Management

• Limit Admin Access: Only give Admin roles to users who need to manage organization settings.
• Regular Access Reviews: Periodically review user access and remove accounts that are no longer needed.
• Role-Based Access: Assign roles based on job responsibilities to maintain proper security.

Users will receive an email invitation with instructions on how to join your organization. If they don’t already have a Semantiks account, they’ll be prompted to create one.

For more detailed information about user permissions and organization management, please refer to the Organization Management section.