> ## Documentation Index
> Fetch the complete documentation index at: https://docs.woes.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Invite Your Team

> Add workspace members, assign roles, and help operators start safely.

# Invite Your Team

Workspace admins can invite operators and configure what each member can read or change.

## Add Users

<Steps>
  <Step title="Open Settings → Users">
    Review current members, roles, and activity.
  </Step>

  <Step title="Invite a teammate">
    Add the teammate's email address and choose an initial role.
  </Step>

  <Step title="Assign permissions">
    Use the role defaults or customize permissions in **Settings → Permissions**.
  </Step>

  <Step title="Review viewing state">
    The Users table can show what an operator is currently viewing and lets admins jump directly to that item when available.
  </Step>
</Steps>

## Default Role Guidance

| Role   | Typical use                                                                                  |
| ------ | -------------------------------------------------------------------------------------------- |
| Owner  | Full workspace setup, billing-adjacent operations, permissions, keys, and security settings. |
| Admin  | Day-to-day configuration, channels, agents, automations, and team management.                |
| Member | Inbox, issues, replies, notes, macros, and customer support work.                            |
| Viewer | Read-only or audit access.                                                                   |

## Operator Onboarding

1. Read [Inbox](/platform/inbox) and [Issues](/platform/issues).
2. Learn how [Operator Takeover](/platform/inbox#operator-takeover) works.
3. Review [Agents](/agents/overview) so operators understand what the AI can and cannot answer.
4. Review [Data Privacy](/security/data-privacy) before using customer screenshots, logs, or credentials.

<Tip>
  Start new operators as Members unless they need to change channels, keys, automations, or workspace-wide settings.
</Tip>