# Invite teammates to your workspace

Invite the people who will answer conversations, review work, and receive human handoffs.

- **Audience:** Workspace owners and administrators managing team access
- **Intent:** Get started
- **Active work:** 5 minutes
- **Waiting:** Until each teammate accepts the email invitation
- **Where this happens:** Complete this in Settings → Team. No code is required.

Canonical page: https://onlo.ai/docs/guides/get-started/invite-teammates

## Before you start

- Owner or administrator permission to invite members
- An available team seat on the current plan
- The teammate’s name, email address, and intended role

## Why invite teammates?

Onlo can automate replies, but your team still owns exceptions, approvals, and handoffs. Invite at least one person who can complete those customer-facing tasks.

## Send the invitation

1. **Open Team members.** In Onlo, open Settings → Team and select Invite teammate.
   - **Expected result:** The invitation form appears.
2. **Choose the role.** Enter the teammate’s full name and email address, then choose the smallest role that gives them the access they need.
   - **Expected result:** The form shows the intended identity and role.
3. **Send the invite.** Select Send invite and ask the teammate to open the invitation email.
   - **Expected result:** Onlo confirms that the invitation was sent.
4. **Verify real access.** After the teammate accepts, ask them to sign in and open the conversation or workspace area they will own.
   - **Expected result:** The teammate can complete their assigned task without receiving excess access.

### Expected result

Ask the invited teammate to accept the email, sign in, and open one area required by their role.

**Success:** The teammate appears in Team members and can complete the intended task.

**If you do not see this:**

- Confirm the invitation was sent to the correct email address.
- Check whether the current plan has an available team seat.
- Confirm your own role includes permission to invite members.

## Customer questions

### Can I invite teammates on every plan?

Team seats depend on the current plan. Onlo shows an upgrade action when no seat is available.

### Which role should I choose?

Choose the smallest role that allows the teammate to complete their support responsibilities. You can review role capabilities on the Team page.

### Can I change the role later?

Authorized owners and administrators can update eligible member roles from Team members.

## Common mistakes

- Inviting a teammate without checking which conversations or settings they must access.
- Assigning broad administrative access for a support-only task.
- Treating a sent invitation as complete before the teammate accepts and signs in.

## You have completed this guide when

- [ ] The invitation is sent to the intended email address.
- [ ] The teammate accepts and appears in Team members.
- [ ] The teammate can open the workspace areas required by their role.

## Troubleshooting

### Invite teammate is unavailable.

**Likely cause:** Your role cannot invite members, the plan is still loading, or the seat limit has been reached.

**Recovery:** Confirm your role and available seats. Use the displayed upgrade action when the plan limit is the blocker.

### The teammate never receives the email.

**Likely cause:** The address is wrong or the invitation was filtered by the recipient’s mail system.

**Recovery:** Confirm the address, ask the teammate to check filtered mail, and send a new invitation if needed.

### The teammate signs in but cannot open the required area.

**Likely cause:** The assigned role does not include that permission.

**Recovery:** Review the role capabilities on the Team page and change the role only if the task requires it.

## Related pages

- [Go live with your first support flow](https://onlo.ai/docs/guides/get-started/go-live): Run one final customer-visible conversation and confirm that the AI and your team can complete it safely.