Learnya Academy
Tutorial · Administration

Invite members and set roles

Add your colleagues, assign the right roles and secure access to your workspace.

8 min · 6 steps · for administrators

  1. Step 1

    Open Members

    In the admin area, open Members. There you see each person, their role, their groups and the number of seats in use.

    Open Members
  2. Step 2

    Invite by email address

    Enter one or more addresses and choose the role: administrator, member or read-only. Each accepted invitation takes up a seat.

  3. Step 3

    Create groups

    Group people by team, for example Sales or Support. Groups make it easier to share projects and track usage.

  4. Step 4

    Secure sign-in

    Turn on single sign-on with Microsoft Entra ID or OpenID Connect if your organisation uses it. Encourage passkeys and two-factor authentication for administrator accounts.

  5. Step 5

    Configure the console

    In the console, set the assistants, skills and tools available in each workspace, and any restrictions. A member only sees what you have opened up.

  6. Step 6

    Check usage and the log

    Review usage per member to adjust the number of seats. The audit log records sign-ins, role changes and administrative actions.

Your turn

Try it now.

Open Learnya More tutorials