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Members & Teams

This section covers team management, roles, and the user invitation process.

Inviting a Member​

  1. Navigate to Administration → Members.
  2. Click + Invite member.
  3. Enter the email address of the person you want to invite and click Invite.

Invitation Flow​

The onboarding process is tailored based on whether the invited user already has an Elaniin AI account.

Existing Users​

  1. The user receives an email with an invitation link.
  2. If they are not logged in, the link will direct them to the login page. After logging in, they will be redirected to the invitation acceptance screen.
  3. If they are already logged in, the link will take them directly to the invitation acceptance screen.
  4. Once they accept, they will be added to your team.

New Users​

  1. The user receives an email with an invitation link.
  2. The link directs them to the registration page.
  3. They must create an account by providing their Name, Email, and Password.
  4. Immediately after registration, they are taken to the invitation acceptance screen.
  5. Upon accepting, they are added to your team and redirected to the team's main dashboard.

Roles​

Once your team members have accepted an invitation, you can assign different roles to them:

  • Team Admin: Full access to all resources, billing, and member management.
  • Team Member: Can create, edit, and manage resources like Agents and Endpoints, but cannot manage billing or invite new members.
  • Team Guest: Can view resources but cannot make any changes.