Team & Workspace Overview
Every AIChatVault account belongs to an Organisation (workspace). All agents, knowledge sources, credits, contacts, and settings are owned by the organisation — not by individual users. This means your team shares a single workspace where everyone works on the same agents.
How the workspace works
- •One organisation is created automatically when you sign up.
- •All agents you create live inside your organisation.
- •Credits are shared across the whole organisation — all agents draw from the same pool.
- •Every user in the organisation can see all agents (subject to their role).
- •Settings → Members is where you manage who has access.
Team member limits by plan
| Plan | Max team members |
|---|---|
| Free | 1 (owner only) |
| Starter | 1 (owner only) |
| Pro | 3 |
| Business | 5 |
| Enterprise | Unlimited |
The Members page shows your current member count against your plan limit (e.g. "2 / 3 members"). When the limit is reached, the Invite Members button is disabled and you must upgrade your plan before adding more people.
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Pending invitations (emails sent but not yet accepted) count toward the member limit. If you cancel a pending invitation, that slot is freed up immediately.
Three roles
| Role | Who it is | Set by |
|---|---|---|
| Owner | The account creator. Has full control including billing. There is exactly one owner per workspace. | Cannot be assigned via invite — it's the account that created the workspace. Can be transferred to another member. |
| Admin | A trusted colleague who can manage agents and members but cannot access billing. | Owner or Admin can invite new Admins |
| Member | A standard collaborator who can use and edit agents but cannot manage team or billing. | Owner or Admin can invite new Members |
Accessing team settings
Go to the main workspace sidebar → Master Settings → Members (at /settings/members). This page is only accessible to Owners and Admins.
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