Your team
Invite staff, choose what each person can do, and decide who handles each step.
Roles
- Owner: everything, including billing, the AI budget, exporting and deleting the workspace.
- Admin: workflows, connections, settings, files and the team.
- Member: handles tasks, corrections and undo.
- Viewer: sees what’s happening.
Inviting people
Owners and admins invite people by email under Settings → Team. Your plan sets how many people your workspace can have, counting pending invitations.
Who handles each step
On a workflow’s page, choose who handles each step that needs a person: the owner, one person, or anyone in the team. Ask the team puts a question to everyone who handles work, and the first to take it gets it; after Offer free times, they pick which time they can do.
Each person chooses how they hear about new tasks under Settings → Team: an email per task, a morning summary, or none. Push notifications can be turned on for each device.
Still stuck? Email support@covalance.ai.