Invite teammates and set roles

Before you start

• Admin role on the workspace (only admins can invite)
• The email addresses of the people you want to add

Time: about 5 minutes for a handful of invites.

Steps

1. Go to Settings → Team → Invite, paste emails, and pick a role per row. You can mix roles in the same invite batch.
2. Roles in v1 are admin and member. Admin-only actions include minting API keys, managing connectors, and billing. Members can hire and run agents but can’t change anything that bills the workspace or affects shared credentials.
3. The invitee receives an email with a magic link. They set their password and land directly in your workspace, no extra workspace-join step.

How to provision seats programmatically

For programmatic seat management at scale (for example, Workday-driven provisioning), use the users REST module and the existing OAuth-mediated SSO. See Reference → users for the full schema.

If something looks wrong

• Invite email never arrives. Check spam first. If it’s not there, resend from the team table; the second send hits a different transactional template that bypasses some aggressive filters.
• Invitee lands in a different workspace. They probably had a personal 10ex account on the same email. Ask them to log out and click the magic link in an incognito window.

What to do next

• Set up shared knowledge: Brand knowledge so every teammate’s agent runs share the same voice
• Lock down credentials: Connector permissions for who can see and reuse OAuth tokens
• For developers: MCP setup guide to issue per-user API keys