Before you start
- You are the workspace owner or an admin, and the workspace is on a trial or a paid plan.
Invite by email
Open Settings, then Team. Enter the person’s email, choose a role and select Send invitation. They get an email with a link that works for 7 days, for that address only. The link is also shown to you once, so you can send it yourself if the email does not arrive.
Roles: Viewer reads the record and changes nothing. Operator works on requests, changes, verifications and briefs, and adds prospects. Admin also manages settings and people, and decides which clients use a managed slot. The Owner is the only person who manages billing. Only the owner can make someone an admin.
There is no charge per person. Plans are priced by the number of clients.
Join from an invitation
The invited person opens the link, then creates an account or signs in with the address the invitation was sent to, and selects Join.
Each person belongs to one workspace. Someone who already has their own AgentHub workspace sets it aside when they join. It has to be empty: no clients, records, connections, API keys, other people or billing. If they are removed later, it comes back as they left it.
Change a role or remove someone
On Team, choose a new role beside the person and select Save. To remove them, select Remove, then confirm. Their access ends at once, and their private assistant connections in this workspace are turned off. API keys they created stop working for good when they are removed or stop being an owner or admin; create a new key for any tool that still needs one.
Their name stays on every request, change, verification and brief they recorded. To bring someone back, invite them again.
Verify it worked
- The invited address appears under Invitations waiting until it is used, withdrawn or expires.
- After joining, the person appears under Members with the role you chose.
- A removed person appears under Removed and can no longer open the workspace.
Common issues
Sending an invitation says to try again tomorrow
Each workspace can send up to 30 invitations in 24 hours, including ones you withdrew. Send the rest the next day.
The invitation says it is for a different email address
Sign out and sign in with the address the invitation was sent to. Only that account can accept it.
The invitation has expired or was withdrawn
Ask the owner or an admin to send a new one from Team.
A page says your workspace changed
You joined a team, or were removed from one, while that page was open. Nothing from it was saved. Enter it again in the workspace you are in now.
Invite is not available
Inviting needs a trial or a paid plan. Everyone already in the workspace keeps reading the record.