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Invite teammates to a workspace and assign Admin, QA, or Developer roles. Permissions are workspace-scoped RBAC—separate from Agent Card identity.

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Open Users

In the workspace sidebar, choose Users. If it isn’t listed, ask your organization administrator for access. Details on buttons and permissions: Workspace Users page.

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Invite or add someone

  1. Click + New User — the drawer title is Add User to Workspace.
  2. Enter Email address and Full name (usually required for someone new). Choose User role: Admin, QA, or Developer.
  3. Confirm:
    • Add User — new invitation or cross-org add per your organization rules
    • Update User — person already in your org but not yet on this workspace
Phinite sends email invitations when applicable. You can’t use your own email. If they already have access here, you’ll see User already exists in the workspace.

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After invite

  • Activation pending: Use Resend Email from their row when that option appears.
  • Change role: Edit Access → confirm Update Access.
  • Remove from workspace: Remove User (confirm when prompted).

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Manage users over time

  1. Use Edit Access when responsibilities change.
  2. Use Remove User when they shouldn’t access this workspace anymore.
  3. Review membership periodically—especially after role changes or offboarding.