Estimated Read Time: 4 minutes

Overview

Your AskElephant workspace is built for teams. As your team grows or changes, you'll need to add new members, adjust permissions, and stay organized. This guide walks you through everything you need to know about managing the people in your workspace from inviting new team members to setting up groups that keep everyone organized.

Key Terms

Workspace: Your dedicated AskElephant environment where your entire team collaborates and accesses shared meetings, insights, and workflows.

Team Member: Any person in your workspace. Each team member has a role that determines what they can access and do.

Role: A permission level assigned to a team member. Roles control how much access and control someone has in your workspace.

Groups: Collections of team members organized by department, project, or any structure that makes sense for your team.

Seats: The number of team members your subscription allows. Adding more members may require adjusting your subscription.

Finding Your Team Management Hub

To manage your team, start here:

1. Look at the left sidebar and find your name at the bottom
2. Click Team

You'll now see a complete view of everyone in your workspace, including their names, emails, assigned groups, roles, and status.

Understanding Team Roles

Different roles give different levels of access. Here's what each one does:

Important: Owners cannot change the role of other owners. This protects your workspace from accidental changes to leadership permissions.

Adding New Team Members

When you're ready to bring someone onto your team:

1. Click the + New Team Member button in the top right corner
2. Enter their email address
3. (Optional) Add their job title
4. Select which groups they should join
5. Choose their role (Owner, Manager, or Member)
6. Decide whether to send them an invitation email
7. Click Finish

You can add multiple team members at once using this process.

About Invitation Emails

When you add someone to your workspace, you have the option to send them an invitation email immediately. This email brings them directly to the AskElephant login page so they can start accessing your workspace right away. If you prefer to notify them separately or prepare them first, you can skip this step.

Subscription Seats and Adding Members

Your subscription determines how many team members you can add. If your plan includes five seats, you can have five members on your team.

Need to add more people than your current plan allows?

When you try to add a sixth member (or beyond your limit), you'll be prompted to increase your subscription. The new seats will be charged at the same rate as your existing seat so if each seat costs 99 per month a increase of 99 per month will be added to your subscription.

Removing or Deactivating Team Members

When someone leaves your team or changes departments, you can remove their active access:

1. Find their name in your team member list
2. Click the three dots next to their name
3. Select Make Inactive

Once deactivated, that person loses access to AskElephant. However, their work doesn't disappear. Meetings they participated in, prompts they created, and workflows they built remain in your workspace for reference and continuity.

Organizing Teams with Groups

Groups help you structure your workspace by department, project, or however makes sense for your team. Use groups to keep things tidy and make it easier to manage access or organize conversations.

Creating a Group

1. Go to the Team section
2. Find the Groups area
3. Click Create New Group
4. Add the group name and description
5. Assign a manager for the group
6. Add members to the group
7. Save

Once created, you can edit group details or remove the group at any time. Members can belong to multiple groups, giving you flexibility in how you organize your team.

Next Steps

Start by visiting your Team settings to see who's currently in your workspace. If you're bringing on new members, use the + New Team Member button to get them added. Consider setting up groups now to keep your workspace organized as your team grows.

Have questions or need help? Reach out to the Herd in our community forumwe're here to support your success.

Need Additional Help?

If you have questions or need further assistance, the AskElephant support team is here to help!

You can reach our support team in several ways:

• click the chat button in the bottom right corner of your screen,
• email us at support@askelephant.ai
• or use @askelephant support in your dedicated Slack channel.

We're committed to getting you the answers you need as quickly as possible.