> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ansa.so/llms.txt
> Use this file to discover all available pages before exploring further.
# Team Management
> Invite team members and manage access to your account
Ansa supports team collaboration so multiple people can manage your agents, review conversations, and access analytics. Invite team members, assign roles, and control access from your settings.
## Team Roles
| Role | Permissions |
| ---------- | --------------------------------------- |
| **Owner** | Full access, billing, team management |
| **Member** | Access agents, conversations, analytics |
### Owner Permissions
* Create and delete agents
* Manage knowledge bases
* Configure tools and triggers
* View all conversations
* Access analytics
* Manage billing and subscription
* Invite and remove team members
### Member Permissions
* View and edit agents
* Manage knowledge bases
* Configure tools and triggers
* View conversations
* Access analytics
Only the account owner can manage billing and team membership.
## Inviting Team Members
### Send an Invitation
1. Go to **Settings** → **Team**
2. Click **Invite Member**
3. Enter their email address
4. Select a role
5. Click **Send Invitation**
The invitee receives an email with a link to join your team.
### Invitation Details
Invitations include:
* Link to accept the invitation
* Your name and email (as inviter)
* Role they'll be assigned
* Expiration (7 days)
### Invitation Status
| Status | Meaning |
| ----------- | --------------------- |
| `pending` | Waiting for recipient |
| `accepted` | Member joined team |
| `expired` | Link expired (7 days) |
| `cancelled` | Invitation revoked |
## Accepting Invitations
When someone invites you:
1. Open the email invitation
2. Click **Accept Invitation**
3. Sign in or create an account
4. You're now part of the team
If you already have a Ansa account, you can accept invitations from multiple teams.
## Managing Team Members
### View Team
1. Go to **Settings** → **Team**
2. See all current members and pending invitations
For each member, you'll see:
* Name and email
* Role
* When they joined
### Remove a Member
1. Go to **Settings** → **Team**
2. Find the member
3. Click **Remove**
4. Confirm removal
The member immediately loses access to your account.
### Cancel an Invitation
1. Go to **Settings** → **Team**
2. Find the pending invitation
3. Click **Cancel**
The invitation link becomes invalid.
## Shared Resources
Team members share access to:
### Agents
* All agents are visible to all members
* Any member can create, edit, or delete agents
* Changes are immediately visible to everyone
### Knowledge Bases
* Shared across the team
* Any member can add or remove content
* All members benefit from improvements
### Conversations
* All team members can view conversations
* Helpful for support handoffs
* Review each other's work
### Analytics
* Everyone sees the same data
* Useful for team reporting
* Track collective progress
## Team Workflows
### Support Team
Multiple support agents can:
1. Monitor incoming conversations
2. Review agent responses
3. Update knowledge base with new info
4. Track metrics together
### Marketing + Support
* Marketing creates lead capture forms
* Support reviews and follows up
* Both track form submissions
### Development + Operations
* Developers set up tools and integrations
* Operations monitors conversations
* Both improve the knowledge base
## Email Notifications
Team members can be added to:
### Form Notifications
When forms are submitted:
1. Go to **Tools** → select a form
2. Add post-action: **Email**
3. Select team members as recipients
### Channel Forwarding
For email channel low-confidence responses:
1. Go to **Channels** → **Email**
2. Configure forward-to addresses
3. Add team member emails
## Best Practices
Add team members as needed
Create guidelines for your team
Audit team access periodically
Notify team of major updates
### Access Management
1. **Audit regularly** — Review who has access quarterly
2. **Remove promptly** — Remove access when people leave
3. **Use email aliases** — For team-wide notifications
### Collaboration
1. **Assign areas** — Different people own different agents
2. **Review together** — Weekly conversation reviews
3. **Share learnings** — Document what works
## API Access
### Get Team Context
```bash theme={null}
curl "https://api.ansa.so/team/context" \
-H "Authorization: Bearer $ANSA_API_KEY"
```
Response:
```json theme={null}
{
"role": "owner",
"isOwner": true,
"owner": {
"id": "user_123",
"email": "owner@example.com",
"name": "Account Owner"
},
"members": [
{
"id": "tm_456",
"memberId": "user_789",
"role": "member",
"email": "member@example.com",
"name": "Team Member",
"createdAt": "2024-01-15T10:00:00Z"
}
]
}
```
### List Team Members
```bash theme={null}
curl "https://api.ansa.so/team/members" \
-H "Authorization: Bearer $ANSA_API_KEY"
```
### Send Invitation
```bash theme={null}
curl -X POST "https://api.ansa.so/team/invite" \
-H "Authorization: Bearer $ANSA_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"email": "newmember@example.com",
"role": "member"
}'
```
### Remove Member
```bash theme={null}
curl -X DELETE "https://api.ansa.so/team/members/{memberId}" \
-H "Authorization: Bearer $ANSA_API_KEY"
```
## Troubleshooting
### Invitation Not Received
**Check:**
* Email address is correct
* Check spam/junk folder
* Invitation hasn't expired
**Solution:** Cancel and resend the invitation.
### Can't Access Features
**Check:**
* You're signed into the right account
* You've accepted the invitation
* The owner hasn't removed your access
### Wrong Role
Currently, roles cannot be changed after invitation. To change a role:
1. Remove the member
2. Send a new invitation with the correct role
## Next Steps
Manage your subscription
Track team performance