Members

Manage your workspace members and roles

The Members section allows you to manage all users who have access to your workspace in Zaia Endless. From this page, you can invite new collaborators, assign roles, and control each member’s level of access and permissions.

Each workspace has its own independent list of members — adding someone to one workspace does not grant access to others.

⚠️ Important: Each plan includes a limited number of members. To check the exact number available in your plan, visit Settings → Subscriptions and review your active plan’s details.


🔹 Adding Members

To invite a new member to your workspace:

  1. Click Add Member in the top-right corner.

  2. Enter the person’s email address.

  3. Click Invite.

  4. The invited user will receive an email to join the workspace.

Once the invitation is accepted, the user’s status will change from Pending to Active.

Status
Description

Pending

The invitation has been sent but not yet accepted.

Active

The member has accepted the invitation and now has access to the workspace.


🔹 Updating or Removing Members

You can modify an existing member’s role or remove them at any time.

  • Click the ⋯ (three dots) icon next to the user’s row.

  • Choose Edit permissions or Remove member.

  • Select a new role (Admin, Member, or Ops) if updating.

  • Confirm your changes.

Changes take effect immediately and apply to all sections of the workspace.


🔹 Roles and Permissions

Each member is assigned a role, defining what actions they can perform inside the workspace.

Role
Access Level
Description

Admin

🔧 Full Access

Has unrestricted control over the entire workspace. Can manage billing, Agents, Workflows, Tables, Knowledge Bases, human support settings, teams, and all configurations.

Member

⚙️ Standard Access

Can manage Agents, Workflows, Tables, Knowledge Bases, and team settings, but cannot access billing or global workspace configurations. Functionally equivalent to Admin within project operations.

Ops

💬 Operational Access

Designed for support or operational staff. Can only interact with human handoff conversations assigned to them. Cannot modify Agents, Teams, or global workspace settings.

💡 Tip: Use the Ops role for staff who only need access to the operational interface or human handoff management — not configuration or billing.


🔹 Removing Access

To remove a user:

  1. Open the member’s menu ().

  2. Click Remove member.

  3. Confirm the action.

The user will immediately lose access to all workspace resources. This does not affect other workspaces the user may belong to.


🔹 Best Practices

  • Assign Admin only to trusted users responsible for workspace or billing management.

  • Use Member for general collaborators, developers, or AI builders.

  • Use Ops for agents or support roles focused on operational execution.

  • Review member permissions periodically to ensure least-privilege access.

  • Monitor your member usage in Settings → Usage to keep track of your workspace limits.

Last updated