Adding and Managing Team Members
Invite users and assign roles
How to Invite Team Members
Access Team Management
Navigate to your Business Dashboard and click on "Team Members" in the sidebar. This is where you'll manage all aspects of your team.
Click "Invite Members"
Click the "Invite Members" button at the top right. A dialog will appear where you can enter email addresses of people you want to invite.
Enter Email Addresses
Type or paste email addresses (one per line or comma-separated). You can invite multiple people at once. Each person will receive their own invitation.
Assign Roles
Choose a role for each invitee: Member (standard access) or Admin (full management capabilities). You can change roles later.
Send Invitations
Click "Send Invitations". Each person will receive an email with a link to join your workspace. They'll need to create an AskFLC account if they don't have one.
Understanding Roles
Member
Standard team member with access to all features
- Use AI advisor with unlimited questions
- Upload files and documents
- Access agent directory
- View own conversation history
Admin
Full management capabilities plus all Member features
- Invite and remove team members
- Change user roles and permissions
- View team analytics and usage
- Manage billing and subscription
Managing Existing Team Members
Resending Invitations
If someone didn't receive their invitation, find them in the "Pending Invitations" section and click "Resend Invite". The link is valid for 7 days.
Changing Roles
Click the three-dot menu next to any team member's name, then select "Change Role". You can promote Members to Admins or demote Admins to Members instantly.
Removing Team Members
To remove someone, click the three-dot menu next to their name and select "Remove from Team". They'll lose access immediately, and your next bill will reflect the reduced team size.
Best Practice
Have at least 2 admins in your workspace to ensure someone can always manage the team, even if one admin is unavailable. Admins can manage billing and team members.
Common Questions
How many team members can I add?
There's no limit! Add as many team members as you need. You'll be charged $15.99 per user per month. The minimum is 2 users for Business accounts.
Can team members see each other's conversations?
No, conversations are private by default. Only admins can view team analytics and usage patterns (not actual conversation content) for the entire workspace.
What happens when I remove a team member?
They immediately lose access to your Business workspace. Their conversations are archived, and your next bill will be adjusted to reflect the current team size.