Invite your team
Each person on your team should have their own login, so you can see who did what and remove access when someone leaves.
You will need: to be the owner of the organisation. Only the owner sees the Invite User button.
1. Open Users
Section titled “1. Open Users”At the bottom of the sidebar, click your name to open the account menu, then choose Users. The page lists everyone in your organisation under Members, and invitations that have not been accepted yet under Invitations.
2. Send an invitation
Section titled “2. Send an invitation”Press Invite User. In Invite User to Organisation, fill in:
| Field | What to enter |
|---|---|
| Name | Their name, letters and spaces only. |
| Email Address | The email they will log in with. |
| Role | Viewer, Editor, Admin or Owner. |
Press Send Invitation. They get an email to join, and they show under Invitations until they accept.
3. Change a role or remove someone
Section titled “3. Change a role or remove someone”On Members, change a person’s role from the role menu on their row, or remove them with the delete icon. On Invitations, you can cancel an invitation that has not been accepted.
Common failures
Section titled “Common failures”I cannot see the Invite User button
Only the owner of the organisation can invite people. Ask the owner to send the invitation, or to make you an owner.
The invitation will not send and the name box shows an error
The name must be at least 2 characters and can only contain letters and spaces. Remove numbers and symbols, then press Send Invitation again.
A teammate opens Users and sees "Your manager controls this"
Their login is limited to taking calls, so team settings are hidden from them. Ask the person who manages your account to make the change.
Next steps
Section titled “Next steps”- How Foan works: the pieces your team will work with.
- Quickstart: your first agent: build an agent together.
- Connect your AI: each teammate connects their own AI assistant with their own login.