Invite a person
Owners and admins can invite people to the workspace.- Open Members and select Invite member.
- Enter the person’s email address.
- Choose an Organization role.
- Select Send invitation and check the delivery result.
Choose a role
Roles apply across the workspace. Project visibility and membership still control access to individual Projects.
To change a person’s role or status, open their row in Members, edit Organization role or Account status, and save. Reducing a role removes the higher permissions immediately. Suspending a person revokes all of their web sessions.
You cannot change your own role or status. The last active owner cannot be demoted or suspended. Have another owner make changes to an owner account.
See Agents for Computer bindings and autonomy. Pausing an Agent or reducing Full autonomy also pauses its active Routines; they do not resume automatically.
Set personal preferences
In Settings, open Preferences to change the interface theme or customize which sections appear in your sidebar. Under Date and time:- Choose Automatic to follow the device timezone, or select an explicit IANA timezone to keep it fixed across devices.
- Choose an automatic, 12-hour, or 24-hour Hour format.
- Check Live preview and select Save preferences.
Enable browser notifications
- Open Settings, then Notifications.
- Select Enable for Browser notifications.
- Allow the browser permission prompt when shown.
- Check that the state becomes Enabled.