Members Tools
Invite Member
Sends an invitation to a new member by email.
published
Invite Member
Allows the agent to invite a new person to the workspace by email address.
When to enable this tool
Use this tool when the agent needs to add new people to the workspace. The invitation is sent automatically by email.
Practical examples:
- "Invite maria@company.com to the workspace as a standard member"
- Automate the onboarding of new collaborators
- Invite an external client with read-only access
What the agent can do
- Send an email invitation to one or more people
- Set the invited person's access level (full, standard, or read-only)
- Assign a role to the person at the time of invitation
- Provide the person's name to personalize the invitation email
Access levels when inviting
| Level | Description |
|---|---|
| Full | Broad access to the workspace |
| Standard | Normal access (recommended for most) |
| Read-only | View only |
Important notes
- The invitation is sent automatically by email — it is not possible to suppress the send
- The invited member stays with a pending status until they accept the invitation
- It is not possible to invite someone who is already an active workspace member
- It is not possible to set the Owner level via invitation