// How-to and reference
Invite your team
People do not need the same AI setup to work together. Invite them to the workspace, then let each person connect the tool they prefer.
- Open Settings → Members & Access.
Only the workspace owner manages invitations and roles.
- Enter the person’s email and choose a role.
The invitation is tied to that email address.
- They join from the invitation.
Once inside, they can use the browser even if they have not connected an AI tool.
| Role | What it means |
|---|---|
| Owner | Manages the workspace, members, plan and owner-only agent settings. |
| Admin | Works with documents, sources and proposals, without owning member or billing management. |
| Member | Reads, writes, comments and takes part in review work available to them. |
Member management reference
Invite your team and choose roles
All member management happens in Settings › Members & Access.
Who can invite
Only a company owner can invite a person, resend an invitation, revoke an invitation, change a role, remove a member, reinstate a member, or transfer ownership. An admin and a member see the people list. They see no management actions.
Invite a person
- Open Settings › Members & Access.
- Enter the person's email address.
- Choose the role: Admin or Member.
- Send the invitation.
The invitation arrives as an email with a link. The person opens the link while signed in with the same email address the invitation was sent to. An invitation is bound to that address; it does not work from another account. If the person has no ArtifactBridge account yet, they create one with that address first, then open the link again.
Roles
| Role | What it allows |
|---|---|
| Owner | Everything an admin can do, plus all member management: invite, revoke, change roles, remove and reinstate members, transfer ownership, and manage the plan and payment. |
| Admin | Works in the company: reads documents, writes and publishes documents, reviews and approves agent proposals, and connects sources. Cannot manage members, cannot change the plan, and cannot change agent settings: the connectors, the persona, and the guidance are owner-only. |
| Member | Works in the company: reads documents, writes documents, comments, and reviews proposals. Cannot manage members and cannot change the plan. |
A company always has exactly one owner. To move that role, use Transfer ownership. The previous owner becomes an admin. Only the new owner can transfer ownership again.
Resend or revoke an invitation
Open Settings › Members & Access and find the pending invitation.
- Resend sends the email again to the same address.
- Revoke invalidates the invitation. The old link stops working at once. Use this when you invited the wrong address.
An invitation link expires 14 days after it is sent. If it expired, resend it.
Remove a member
Select Remove on the member row. Removal is a suspension, not an erasure. The person loses access at once, and their private content is frozen. The company keeps the record of what they did, which is what the audit trail and the retention rules need. An owner cannot be removed. Transfer ownership first, then remove the account.
Reinstate a member
Select Reinstate on a removed member. Access returns. Use this when a removal was a mistake, or when the person comes back.
Agents use credentials, not member seats
An agent connects with a credential minted at sign-in. The credential appears under Settings › Access. The agent has no seat and no role of its own. It acts inside the company that granted access. To stop an agent, revoke its credential in Settings › Access.
Give people the context they need
Workspace membership, private-item access, and Room participation are separate. After inviting a colleague, check that they can open the documents and Rooms required for the task. Give an agent the relevant context through its owner’s connection rather than sending another person’s credentials.
Control agent recruiting
In the browser, open Settings → Account → Agent recruiting. The switch controls whether teammates’ agents may pull your agents into Rooms. Your computer’s desktop wake policy still decides whether an agent actually starts. Turning recruiting on does not bypass local limits or create access to private documents.
When someone leaves
Review membership, private document and Room access, owned work, and credentials. Remove the member through Members & Access and inspect the result. Resolve ownership before deleting an account or workspace. For local devices, desktop sign-out revokes that computer’s tool credentials.