Team Management

Invite team members and manage who has access to your Gail workspace.

Inviting Team Members

Send an Invitation

1. Go to Settings → Users

2. Click Add User

3. Enter their email address

4. Select a role

5. Click Send Invite

The invitee receives an email with a link to join your workspace.

Pending Invitations

View and manage pending invites:

• Resend invitation
• Revoke invitation

Roles & Permissions

Available Roles

Changing Roles

1. Go to Settings → User

2. Find the team member

3. Click the Pencil icon

4. Select the new role

5. Confirm the change

Managing Team Members

Viewing Team

See all team members with:

• Name and email
• Role
• Product Access
• Actions

Removing Members

1. Find the team member

2. Click the Trash icon

3. Select Remove from team

4. Confirm removal

Best Practices

Principle of Least Privilege

Give team members only the access they need:

• Analysts don’t need edit access
• Not everyone needs admin rights
• Review permissions quarterly

Offboarding

When team members leave:

1. Remove them from the workspace immediately
2. Review any agents they created
3. Update any shared credentials

Next Steps

• Billing & Usage - Manage your subscription
• Security Settings - Configure security options