People & access

Invite your team and set their access.

Send branded invitations, set roles, and control who's allowed to join.

Invite people #

  1. Go to People & access → Invitations.
  2. Invite by email — one person or several at once.
  3. They receive a branded "Accept invitation" link: they register, confirm their email with a one-time code, and they're in.
Any email works via an invitation — even if open sign-up is limited to your company domain under Registration rules. Handy for contractors and partners.
People and access: Invitations

Roles #

Set each person's role under Users. In short: admins manage the assistant, knowledge and people; end users simply ask questions in the chat.

Resend & copy link #

Each pending invitation has a resend button if it's been missed, and you can copy the link to share it another way. The Invitations list shows each invite's status.

Who can join #

Invitations add people directly. To control who can register themselves without an invite, use Registration rules (authorised domains + email allowlist).

What to read next #