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

What are Roles for?

Roles control what each member can see and do in the account. Assign them based on what someone actually needs — not more.

  • Owner — for whoever is responsible for the account. They have full control including billing and member management. Usually one or two people.

  • Editor — for people actively building and maintaining agents: content creators, trainers, IT. They can create and edit everything except account-level settings and billing.

  • Viewer — for stakeholders who need visibility but shouldn’t touch anything: managers, analysts, clients. Read-only access across the account.

When in doubt, start with Viewer and upgrade if they need more.

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.