Invite Teammates

Team collaboration is at the heart of Weam AI.

Inviting teammates allows them to access your workspace, participate in Shared Brains, and collaborate on AI-powered projects.

How to Invite Team Members

Step 1: Access Settings

Click the settings icon in the bottom-left sidebar to open the settings panel.

Step 2: Navigate to Members

Select “Members” from the settings menu to access the team management interface.

Step 3: Start Invitation Process

Click the “Invite” button in the top-right corner of the Members section.

Step 4: Enter Invitation Details

• Email Addresses: Add one or more email addresses (separate multiple addresses with spaces)
• Select Role: Choose between User or Company Manager roles
• Send Invitations: Click “Send Invitations” to complete the process

User Roles

User

Standard team member with access to:

• Assigned Brains and their content
• Chat functionality and AI interactions
• Document uploads and sharing
• Prompt creation and usage
• Standard platform features

Company Manager

Extended permissions including:

• All User capabilities
• User management and invitations
• Brain administration and settings
• Workspace configuration
• Advanced platform settings

Managing Team Members

The Members section provides three tabs for comprehensive team management:

Members Tab

Shows active team members with:

• User Information: Name and email
• Join Date: When they joined the workspace
• Role: Current permission level
• Status: Active, pending, or inactive
• Actions: Delete or modify member access

Team Tab

Displays organized groups of members for easier management of larger organizations.

Invitations Tab

Tracks pending invites that haven’t been accepted yet, allowing you to:

• Resend invitations
• Cancel pending invites
• Monitor invitation status

Member Management Features

Search and Filter

• Search Members: Find specific team members by name or email
• Display Control: Adjust how many members show per page (10, 25, 50, etc.)
• Sort Options: Organize by join date, name, or role

Invitation Management

• Bulk Invitations: Send multiple invitations at once
• Role Assignment: Set appropriate permissions during invitation
• Tracking: Monitor who has accepted invitations

Getting Started After Invitations

Once team members accept their invitations:

1. Add them to relevant Shared Brains for project collaboration
2. Share important documents and prompt libraries
3. Provide training on Weam AI’s key features
4. Set up project-specific Brains for organized collaboration