How to Invite Members to workspace and Create Teams

Teams and members form the foundation of access management in Bold Agent by defining who can access, manage, and collaborate on agents, libraries, and other workspace resources.

This article explains:

• Invite members to your BoldAgent workspace
• Create and manage teams
• Edit member details and roles
• Edit team details
• Assign or remove members from teams

Invite Members to Your Workspace

Before assigning a user to a team, the user must first be added as a member of your BoldAgent workspace.

To Add a Member

1. Navigate to Settings → Members.
2. Select Add Member.

3. In the Add Member dialog, enter the following details:

   • Name: The member’s full name.
   • Display Name: The name displayed within the BoldAgent interface.
   • Email: The member’s login email address.

4. Under Select Role, choose one of the following:

   • Account Owner – Has access to all features and settings.
   • Admin – Has access to all features except billing management.
   • Builder – Has access to manage all operational modules except admin settings.

5. Select Add.

Note: The Add button is enabled only after all required fields are completed and a role is selected.

After the member is added:

• A verification email is sent to the provided email address.
• The member must verify the email address before signing in.
• The verified member appears in the Members list.

Edit Member Details

You can update a member’s information or role after they have been added.

To Edit a Member

1. Go to Settings → Members.
2. Locate the member you want to update.
3. Select the More options (⋮) icon next to the member’s name.

4. Select Edit.

5. Update the required details, such as:
   • Display Name
   • Role
6. Select Save to apply the changes.

Additional Member Actions

• View Profile: Review member account details.
• Send Reset Password Email: Send a password reset link to the member.
• Deactivate: Disable the member’s access without deleting the account.

Create a Team

Teams help group related members and organize how they collaborate.

To Create a Team

1. Navigate to Settings → Teams.
2. Select Create Team.

3. In the Create Team dialog, enter:
   • Team Name (required)
   • Description (optional)
4. Select Create.

After creation, BoldAgent opens the team details page, where you can assign members.

Edit Team Details

You can modify the team name or description at any time.

To Edit a Team

1. Go to Settings → Teams.
2. Locate the team you want to update.
3. Select the More options (⋮) icon in the Action column.

4. Select Edit.

5. Update the Team Name and/or Description.
6. Select Save to apply the changes.

Add Members to a Team

1. Go to Settings → Teams.
2. Select the team you want to manage.
3. Under Assigned Members, select Add Member.

4. In the Add Member dialog:
   • Use Search Member to find workspace members.
   • Select one or more members and click Add.

5. Select Save.

The selected members are added to the Assigned Members list.

Remove a Member from a Team

1. Open the required team from Settings → Teams.
2. Under Assigned Members, locate the member to remove.
3. Select the Remove (✕) icon next to the member’s name.

The member is removed from the team but remains part of the workspace.

Delete a Team

If a team is no longer required, it can be permanently deleted.

1. Navigate to Settings → Teams.
2. Locate the team to remove.
3. Select the More options (⋮) icon.
4. Select Delete.
5. Confirm the action when prompted.

Note: Deleting a team does not delete the members from the workspace.