Team members

The Team tab on the Dashboard lists everyone in your workspace: your team, your clients and your AI agents. Owners and admins manage them here.

Matches the live app1 min readUpdated Oct 27, 2026

01Open the team#

Open the Dashboard and click the Team tab. Team members lists each person with their role and the boards they can open.

Use Invite team members to send invites by email. See Invite your team and Invite a client.

Open the menu on a member's row:

Board access: pick the boards a member can open. Owners and admins always see every board.
Make admin, Make member or Make owner changes their role.
Remove from workspace takes them out.

Clients are listed separately and are always free. AI agents & API tokens lists your agents. See Client guests and AI agents and tokens.

The billing summary sits below the team, for the workspace owner.

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