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Invite your team & manage roles

Invite teammates to your LogAI organization, understand invitation links and seat limits, change or remove members, and control access with custom roles and Viewer/Editor permissions.

7 min read · Last updated 2026-07-13

Everything about your team lives under Workspace in the sidebar: Team Members (who's in, with what role), Invitations (who's been asked), and Roles & Permissions (what each role can see and do). The Team Management header cards give you the counts at a glance — total members, pending invites, roles, and permission resources.

Invite a team member

1. Open the invite dialog. On Workspace → Team Members (or Invitations), click Invite User. The dialog is titled Invite Team Member.
2. Enter their email and role. Fill in Email Address and pick a Role from the dropdown — the invitee will join with exactly this role (you can change it later). Click Send Invitation.
3. They receive an email link. An invitation email goes out with a secure link that expires in 7 days. The pending invite appears on the Invitations screen with its expiry date.
4. They accept. The link opens LogAI's accept page. Existing users see Welcome back! and sign in; people without an account see Create your account and sign up — either way, with the exact email that was invited. On acceptance they land directly in your organization with the assigned role, and an HR employee profile is created for them automatically.

Invites use subscription seats: An invite is blocked when your active users already fill every purchased seat — “Your subscription covers N seat(s), but your organisation already has M active user(s)…”. Add seats under Settings → Subscriptions (Seat upgrade), or remove a member to free one.

Need to resend an invite?: There's no resend button — revoke the pending invitation on the Invitations screen and send a fresh one to the same email. Each email can have only one active pending invitation at a time.

Manage pending invitations

Workspace → Invitations lists all pending, unexpired invites with their role, status, and expiry. Revoke one with the ✕ action (“The recipient will no longer be able to join.”) or select several and bulk-revoke — the links stop working immediately, and the email can be re-invited right away. Accepted, revoked, and expired invitations disappear from this list; accepted members show up on Team Members instead.

Change roles and remove members

• Change a role — on Team Members, click the role badge on a member's row and pick the new role. It takes effect immediately across the whole app. (Requires Editor access on the Permissions resource.)
• Remove a member — click the trash icon and confirm. They instantly lose access to this organization, their HR employee profile is deactivated, and a subscription seat is freed. Their LogAI account itself isn't deleted — rejoining just needs a new invitation.
• Bulk actions — select multiple rows to change roles or remove members in one go; toasts report successes and failures separately.

Roles & permissions explained

LogAI uses role-based access control. Each role sets an access level per resource (Contacts, Marketing, Drive, HR, Subscription, and so on):

Super Admin is the only built-in role — it's assigned automatically to the organization's creator, bypasses every permission check, and can't be edited or deleted (it carries a System badge). Everything else is a custom role you create.

Create a custom role

1. Open Roles & Permissions. Go to Workspace → Roles & Permissions and click Create Role.
2. Name it. Enter a Role Name (up to 50 characters, must be unique) and an optional Description (up to 255 characters).
3. Set the permission grid. For each resource choose None, Viewer, or Editor. Use All Editor / Remove All to bulk-set, or the search box to jump to a resource. Click Create.
4. Assign it. The new role immediately appears in the invite dialog and in the role dropdown on Team Members.

Deleting a role: A role that still has members assigned can't be deleted — the error tells you how many users hold it. Move them to another role first. Edits to a role apply to everyone holding it, immediately.

Who can administer the team

Viewing Team Members and Invitations requires Team (Viewer); inviting, revoking, and removing require Team (Editor). Viewing roles requires Permissions (Viewer); creating or editing roles — and changing a member's role — require Permissions (Editor). The Super Admin has all of this by default.

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