Team Management

Note

Team management requires the Owner or Admin role in your workspace. If you don’t see these options, ask your workspace owner.

Inviting users

To add someone to your NimbleBrain instance:

1. Open Settings from the workspace selector dropdown
2. Go to the Users tab
3. Enter the person’s email address in the invite field
4. Click Add

The new user receives an account and can sign in. You’ll then need to add them to the appropriate workspace(s).

Adding members to a workspace

To give a user access to a specific workspace:

1. Go to Settings > Workspaces
2. Click the workspace you want to manage
3. Add the user and assign their role

Or ask the agent directly:

“Add sarah@example.com to the Engineering workspace as a member”

Roles

Role	Manage members	Manage apps	View all conversations	Chat & use tools
Owner	Yes	Yes	Yes	Yes
Admin	Yes	Yes	Yes	Yes
Member	—	—	Shared only	Yes

The key difference: Members can only see conversations that have been explicitly shared with them. Admins and the Owner can view all conversations in the workspace for oversight purposes.

Removing users

In the Users tab, click the delete icon next to a user to remove their account. This revokes their access but does not delete their past conversations.

Caution

Removing a user is immediate — they lose access to all workspaces on the next request. Their existing conversations remain in the workspace but become inaccessible to them.