Team Settings

Invite team members and manage their access to your workspace

Overview

Team Settings lets you invite colleagues to your Cevro workspace and control what they can access. Each team member has a role that determines their permissions.

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Roles at a Glance

Role	Best For	Can Do
Admin	Workspace owners, managers	Everything—invite team, configure settings, manage AIPs
Agent	Support team members	Handle conversations, create and edit AIPs
Viewer	QA reviewers, auditors	View conversations only (read-only)

All roles can view conversations and analytics. The difference is in what they can change.

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What Each Role Can Do

Admin

Admins have full control over the workspace:

• Invite and remove team members
• Change team member roles
• Configure all workspace settings
• Create, edit, and archive AI Procedures
• Handle conversations and submit reviews
• Access all analytics

Every workspace needs at least one Admin. We recommend having 2-3 Admins to avoid single points of failure.

Agent

Agents focus on day-to-day support operations:

• Handle conversations (reply, close, take over from AI)
• Create and edit AI Procedures
• Submit QA reviews
• Create and manage conversation views
• View analytics

Agents cannot:

• Invite or remove team members
• Change workspace settings
• Archive AI Procedures

Viewer

Viewers have read-only access, designed for QA reviewers:

• View conversations and their history
• View analytics dashboards

Viewers cannot:

• Reply to conversations
• Submit reviews
• Create or edit anything
• Access settings pages

Viewers are automatically redirected to the Conversations page if they try to access other areas.

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Inviting Team Members

1. Go to Team Settings

   Navigate to Settings → Team from the sidebar.

2. Enter their email

   Type the email address of the person you want to invite.

3. Select a role

   Choose Admin, Agent, or Viewer from the dropdown.

4. Send the invitation

   Click Invite Member. They’ll receive an email with a link to join.

Only Admins can invite new team members. If you don’t see the invite form, contact your workspace Admin.

What Happens Next

1. The invitee receives an email with a signup link
2. They create their account (or log in if they already have one)
3. They’re added to your workspace with the role you selected
4. The invitation disappears from your pending list

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Managing Invitations

Pending invitations appear at the top of your team list with a status badge.

Status	Meaning	Actions
Pending	Invitation sent, waiting for them to accept	Cancel
Expired	24 hours passed without acceptance	Resend or Cancel

Resending an Invitation

If an invitation expired:

1. Click the three-dot menu next to the invitation
2. Select Resend Invitation
3. A new email is sent with a fresh 24-hour link

Canceling an Invitation

To remove a pending invitation:

1. Click the three-dot menu
2. Select Remove
3. The invitation is immediately invalidated

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Changing a Team Member’s Role

1. Find the team member

   Go to Settings → Team and locate them in the list.

2. Click the role dropdown

   Next to their name, click the dropdown showing their current role.

3. Select the new role

   Choose Admin, Agent, or Viewer.

The change takes effect immediately. They may need to refresh their browser to see updated permissions.

Only Admins can change roles. If the dropdown is disabled, you don’t have permission—contact your workspace Admin.

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Removing Team Members

To remove someone from your workspace:

1. Go to Settings → Team
2. Find the team member
3. Click the three-dot menu on the right
4. Select Remove Team Member
5. Confirm the removal

Removed team members immediately lose access to the workspace. This cannot be undone—you’d need to send a new invitation.

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FAQ

Can I invite someone who already has a Cevro account?

If someone already has an active Cevro account (on any workspace), you’ll see an error: “An account already exists for this email address.” Each person needs a unique email address across all Cevro workspaces. If you need help with this, contact support.

What if someone didn't receive the invitation email?

Check their spam folder first. If it’s not there, cancel the invitation and resend it. Make sure you typed the email address correctly.

Can I change my own role?

No, you cannot change your own role. Another Admin needs to do it. This prevents accidental lockouts.

What happens to a removed member's work?

All their contributions (AIPs, conversation replies, etc.) remain in the workspace. Only their access is removed.

Is there a limit to how many team members I can have?

No, you can invite as many team members as you need.

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Permission Quick Reference

Action	Admin	Agent	Viewer
View conversations	Yes	Yes	Yes
Reply to conversations	Yes	Yes	No
Submit QA reviews	Yes	Yes	No
Create/edit AIPs	Yes	Yes	No
Archive AIPs	Yes	No	No
Manage team	Yes	No	No
Workspace settings	Yes	No	No