Team Members

Invite team members to collaborate in your Solo Identity. Work together with agents and share access to your workspace.

Inviting Team Members

How to Invite

  1. Go to Team in the sidebar
  2. Click "Invite Member" button
  3. Enter email address of person to invite
  4. Select role (Admin, Member, or Viewer)
  5. Add optional message (personal invitation note)
  6. Click "Send Invitation"

Invitation Process

  1. Invitation sent: Email sent to team member
  2. Member receives email: Invitation with link
  3. Member clicks link: Opens Solo
  4. Member accepts: Joins your Solo Identity
  5. Member appears: Shows in team list

Invitation Status

Track invitation status:

  • Pending: Invitation sent, awaiting acceptance
  • Accepted: Member has joined
  • Expired: Invitation expired (can resend)
  • Declined: Member declined invitation

Managing Team Members

View Team Members

See all team members:

  • Team page: List of all members
  • Member details: Click to see member info
  • Activity: See member activity
  • Status: Active, inactive, pending

Remove Team Members

Remove team members:

  1. Go to Team page
  2. Find member to remove
  3. Click "Remove" or "..." menu
  4. Confirm removal
  5. Member removed from team

Note: Removing a member revokes their access immediately.

Change Member Role

Update team member roles:

  1. Go to Team page
  2. Find member to update
  3. Click "Edit Role"
  4. Select new role
  5. Save changes

Team Member Roles

Owner

The person who created the Solo Identity:

  • Full control: All permissions
  • Manage members: Invite and remove members
  • Configure settings: Change all settings
  • Manage billing: Control billing and plans
  • Cannot be removed: Owner always has access

Admin

Team administrators:

  • Manage members: Invite and remove members (except owner)
  • Configure agents: Create and configure agents
  • Manage settings: Change most settings
  • Full agent access: Use all agents
  • Manage tasks: Create and assign tasks

Member

Standard team members:

  • Use agents: Access to assigned agents
  • View emails: See relevant emails
  • Create tasks: Create and work on tasks
  • Limited settings: Can change personal settings only
  • No member management: Cannot invite or remove members

Viewer

Read-only access:

  • View only: Can see but not modify
  • View agents: See agent activity
  • View emails: Read emails (no actions)
  • View tasks: See tasks (no editing)
  • No actions: Cannot take any actions

Team Member Activity

Viewing Activity

See what team members are doing:

  • Recent activity: See member actions
  • Agent usage: See which agents members use
  • Task activity: See task assignments and updates
  • Email activity: See email interactions

Activity Logs

Track team activity:

  • Action history: All actions taken
  • Agent interactions: Agent usage by member
  • Task updates: Task changes and assignments
  • Email activity: Email interactions

Best Practices

Invite Strategically

  • Start small: Begin with essential team members
  • Right roles: Assign appropriate roles
  • Clear communication: Explain Solo to new members
  • Onboard properly: Help members get started

Manage Access

  • Review regularly: Check who has access
  • Update roles: Adjust roles as needed
  • Remove inactive: Remove members who no longer need access
  • Monitor activity: Watch for unusual activity

Collaborate Effectively

  • Use shared agents: Leverage team agents
  • Assign tasks: Distribute work appropriately
  • Communicate: Use Solo for team communication
  • Coordinate: Work together on projects

Troubleshooting

Invitation not received?

  • Check spam folder
  • Verify email address is correct
  • Resend invitation
  • Contact support if issues persist

Member can't access?

  • Verify invitation was accepted
  • Check member's role and permissions
  • Review access settings
  • Contact support if needed

Need to change role?

  • Go to Team page
  • Edit member role
  • Save changes
  • Member's access updates immediately

Next Steps

Version: 1.0
Last Updated: November 2025