Overview
Whether you're a new team member receiving an invitation or an administrator granting access, you'll find the correct workflow for your situation.
Learning Objectives:
Identify your appropriate access path
Accept workspace invitations and complete setup
Request access when invitation isn't available
Grant user access as an administrator
Troubleshoot common access issues
Prerequisites
You'll Need:
Corporate or personal email address
Invitation from workspace admin OR approved access request
Web browser and internet connection
Multi-factor authentication method (if required)
Determine Your Access Path
Choose Your Workflow
Your Situation |
Important: Do not create multiple accounts with different emails—this creates access conflicts.
Accept Email Invitation (New Users)
Complete Setup
Open invitation email from workspace admin
Click "Accept Invitation" link
Create account or sign in:
New users: Click "Create Account" → Enter name → Set password (12+ characters)
Existing users: Click "Sign In" → Use current credentials
Complete profile (photo, display name)
Accept workspace terms
Set up multi-factor authentication (if required)
Result: You gain full workspace access with appropriate permissions.
Security Advisory: Invitation links expire after 7 days. If expired, request resend from admin.
Request Access Without Invitation
Submit Access Request
Note: Each organization establishes its own process for requesting platform access. Since workspace administrators own their workspaces and control user additions, we suggest the following standardized approach:
Identify workspace admin or owner
Ask colleagues who manages workspace access
Check company directory, intranet, or IT help desk
For enterprise accounts, consult centralized access request portal
Submit formal access request via email
Wait for admin approval
Once invited, follow Received invitation email steps
Result: Request enters approval queue; you'll receive invitation upon approval.
Application: Adapt this workflow to align with your organization's existing access request procedures, ticketing systems, or approval hierarchies.
Note: Enterprise environments may require manager approval before admin grants access—factor this into timeline expectations.
Alternative: Self-Service Signup (If Enabled)
Navigate to
https://[workspace-name].teamai.com/signupComplete signup form
Wait for approval notification
Result: Account created; admin approval may be required before access granted.
Accept Workspace Invitation (Existing Users)
Add New Workspace to Account
Sign in to existing workspace
Click profile avatar (top-right) → Select "Settings"
Click "Workspaces" tab → Click "Join New Workspace"
Enter invitation code from admin OR accept pending invitation from list
Select role → Configure notification preferences → Click "Complete"
Result: New workspace appears in workspace selector dropdown (top-left).
Request Permission Upgrade
Change Role Level
Check current role: Click profile avatar → "View Profile"
Contact workspace admin (find admin list in Settings → Users)
Request upgrade including current role, requested role, and why needed
Wait for confirmation email
Sign out and back in → Verify new permissions
Result: Account updated with elevated permissions.
Grant Access as Administrator
Send Invitations
Access settings: Click "Settings" (left panel) → Select "Users & Permissions"
Click "Invite User" → Enter user's email
Select role:
Viewer: View-only access
Editor: Create agents, modify datastores
Admin: Full workspace management
Click "Send Invitation"
Result: Invitation email sends to user.
Security Advisory: Verify email is correct before sending. Use corporate emails for business workspaces.
Troubleshoot Access Issues
Invitation Link Expired
Resolution: Contact admin → Request resend → Accept within 7 days
Wrong Workspace Accessed
Resolution: Click workspace selector (top-left) → Choose correct workspace from list
Permission Denied Error
Resolution: Check role in profile → If wrong, request upgrade → If correct, action requires higher permissions
Account Already Exists
Resolution: Click "Sign In" instead → Use "Forgot Password" if needed → Follow Accept Workspace Invitation (Existing Users)
Best Practices
Use corporate email for business workspaces
Bookmark workspace URL to prevent phishing
Accept invitations promptly (within 7 days)
Never share credentials—each user must have individual account
Verify email sources before clicking links
Common Questions
Q: How long does access take?
A: With invitation: immediate after setup. With request: 1-3 business days.
Q: Can I join multiple workspaces?
A: Yes—use workspace selector dropdown (top-left) to toggle between them.
Q: What's the difference between roles?
A: Viewer: View only. Editor: Create agents, modify datastores. Admin: Full control.
Q: Can I change my email?
A: Yes—Profile → Email → Change Email (requires verification).
Q: How do I know if I'm an admin?
A: Settings → Users & Permissions visible = you're an admin.
Q: What if I deleted the invitation?
A: Contact issuer to resend or ask for manual invitation code.
Q: Can I remove myself from a workspace?
A: Yes—Settings → Workspaces → Click "Leave" (permanent action).
Q: Do I need separate logins per workspace?
A: No—single login provides access to all workspaces where you're a member.