Inviting Members
You can use HaveAI as a team. You invite team members, assign each an appropriate role, and manage conversations together. All members share the same assistant and knowledge base.
Inviting a Member
1
Go to the team section
Open Management β Team & Permissions in the panel.
2
Create an invite
Enter the email address of the person to invite, choose a role and send the invite.
3
The member accepts
The invited person accepts via the link in their email. If they don't have an account, they quickly create one and join the team.
Invites are sent via a unique link
Each invite contains a personalized, secure link. You can see pending members and, if needed, resend or cancel the invite.
Managing Members
- Change role: You can update a member's role anytime.
- Resend invite: Re-send the invite to members who haven't accepted yet.
- Remove member: You can revoke a member's access.
Principle of least privilege
Give each member the minimum permissions needed to do their job. For example, don't give billing or team-management permissions to someone who only answers conversations. Details: Roles & Permissions.
Related Topics
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Roles & Permissionsβ
How you define permissions
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Handoffβ
Conversation handoff to the team
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