Run the workspace

Workspaces & roles

Every account starts with a personal workspace. Invite teammates, assign roles, and share agents, conversations, leads, and analytics.

Roles

• Owner— billing, danger-zone actions, can't be removed via the Team UI.
• Admin — invite/remove members, change roles, all agent management.
• Editor — create and edit agents, read everything.
• Viewer — read-only access to agents, conversations, analytics.

Inviting members

1. Open Team in the dashboard sidebar.
2. Type their email + role and click Send invite.
3. They get an email with a 7-day link. Clicking it adds them to your workspace. If they don't have an Agentmatica account yet, they'll sign up first, then land in the workspace.

Pending invites show in the Team page until accepted or expired. Admins can revoke them anytime.

What members can see

All members of a workspace see the same agents, conversations, leads, insights, and team settings. Billing and quotas apply to the workspace as a whole — not per seat.