Managing Members

Collaboration in PromethistAI happens at the account level. Account membership is governed by roles that define what each user can see and do across projects and agents.

Inviting Members

Owners and Editors can expand collaboration by inviting new members:

  1. Navigate to Account → Members

  2. Click Invite Member

  3. Enter the person’s email address

  4. Assign a role (Owner, Editor, Viewer)

  5. Send the invitation

The invitee will receive an email and join the account after signing in with Google or Microsoft.

If the invitation email doesn’t appear, ask them to check spam or promotions. If issues persist, an account Owner can re-send the invite.

Roles & Permissions

Roles control what members can see and do within the account and its projects.

Owner

Full control of the account. Can manage billing, projects, and members.

Editor

Can create and edit projects, agents, and knowledge bases, but cannot access billing or manage account settings.

Viewer

Read-only access. Can view but not modify content.

Best Practice: Assign the lowest necessary role to preserve governance and security.

Editing Roles

To change a member’s role:

  1. Navigate to Account → Members

  2. Click the vertical ellipsis ⋮ next to a member

  3. Select Edit Role and choose a new role

  4. Click Edit to confirm

Revoking Access

Users can be removed at any time:

  1. Navigate to Account → Members

  2. Click ⋮ next to a member

  3. Select Revoke access

  4. Confirm the action

Pending invitations can also be revoked in the same way.