orka
Request AccessSign In

Team Management

Manage who has access to your workspace.

Overview

Team management allows you to invite collaborators to your workspace. Each member can access agents, datastores, and other resources based on their role.

Roles

Owner

Full administrative access to the workspace:

  • Create, edit, and delete all resources
  • Manage team members (invite, remove, change roles)
  • Access billing and usage information
  • Configure workspace settings
  • Delete the workspace

Member

Standard access for day-to-day work:

  • Create and manage agents
  • Create and manage datastores
  • Upload documents
  • Create logic definitions and prompts
  • Use chat interface
  • View analytics

Members cannot:

  • Manage other team members
  • Access billing information
  • Delete the workspace
  • Change workspace settings

Inviting Members

Using the Dashboard

  1. Navigate to Team in the sidebar
  2. Click Invite Member
  3. Enter the email address
  4. Select the role (Owner or Member)
  5. Click Send Invite

The invitee will receive an email with a link to join your workspace.

Pending Invitations

View and manage pending invitations:

  • See who has been invited
  • Resend invitation emails
  • Cancel pending invitations

Managing Members

Viewing Team Members

The Team page shows all workspace members:

| Column | Description | |--------|-------------| | Name | Member's display name | | Email | Member's email address | | Role | Owner or Member | | Joined | When they joined the workspace |

Changing Roles

Owners can change member roles:

  1. Find the member in the team list
  2. Click the role dropdown
  3. Select the new role

A workspace must have at least one Owner. You cannot remove Owner status from the last remaining Owner.

Removing Members

Owners can remove members from the workspace:

  1. Find the member in the team list
  2. Click the Remove button
  3. Confirm the removal

Removed members immediately lose access to all workspace resources.

Best Practices

Access Control

  • Use least privilege: Assign Member role by default, Owner only when needed
  • Regular audits: Periodically review team membership
  • Remove inactive users: Remove members who no longer need access

Collaboration

  • Clear ownership: Designate specific owners for agents and datastores
  • Document decisions: Use descriptions to explain configurations
  • Communicate changes: Notify team members of significant updates

Next Steps