# Team Management

Alhena AI lets you invite teammates and control exactly which features each one can access. Workspace owners can keep billing and integrations to themselves while still giving teammates the conversations, analytics, or AI settings they need to do their job.

### Roles overview

There are two roles you can assign:

* **Admin**
  * Full access to every feature across the workspace, including billing.
  * Can create and switch between AI profiles, manage the team, and change anyone's access.
* **Member**
  * Access is scoped to a single AI profile.
  * Within that profile, an admin chooses whether the member gets **All access** (every feature) or only a **specific** subset.

Only admins can invite new teammates or change another teammate's access.

### Watch a quick walkthrough

{% embed url="<https://www.loom.com/share/0d8d4ab75f1b4612aa62de29124ea290>" %}

### Features you can grant

When inviting a Member, you can grant access to any combination of these features on the selected AI profile:

| Feature                  | What it covers                                               |
| ------------------------ | ------------------------------------------------------------ |
| **AI Settings**          | Knowledge base, guidelines, and AI agents                    |
| **AI Visibility**        | Where and when the AI appears for end users                  |
| **Analytics**            | Agent performance and conversation analytics                 |
| **Conversations**        | Live and historical chat conversations                       |
| **Integrations**         | Helpdesks, ecommerce platforms, and other connected services |
| **Social Conversations** | Conversations from social channels                           |
| **Billing**              | Plan, invoices, and subscription management                  |

### Adding a new team member

1. On the dashboard, go to **Settings → Manage Team** and click **Invite members**.
2. Enter the teammate's email address.
3. Choose a **Role** — Admin or Member.
4. If you picked **Member**:
   * Select the **AI profile** they should manage.
   * Pick the features they can edit on that profile, or click **Select all** to grant access to everything.
5. Click **Send invite**.

<figure><img src="/files/tigPpfC9LfZ8SytYURhC" alt=""><figcaption><p>Inviting a Member — by default, no features are selected and you must grant at least one before the invite can be sent.</p></figcaption></figure>

<figure><img src="/files/B8mFNI30Od1A8gkb68Bl" alt=""><figcaption><p>Granting access to specific features only (here, Analytics and Billing on the <code>gleentest2</code> profile).</p></figcaption></figure>

<figure><img src="/files/LHgJFyodiEECN99Wvl7V" alt=""><figcaption><p>Clicking <strong>Select all</strong> grants the member access to every feature on the chosen AI profile.</p></figcaption></figure>

Once the invite is accepted, the teammate can sign in and will see only the features you granted.

### Changing a teammate's access

Admins can change anyone's role or feature access at any time.

1. Go to **Settings → Manage Team**.
2. Find the teammate in the **Existing teammates** list. The **Access** column shows what they can reach today — `Entire workspace` for admins, or the AI profile and feature list for members.
3. Click the edit icon in the **Actions** column.
4. In the modal, change the role, toggle individual features, or click **Select all** / **Deselect all** to flip between full and specific access.
5. Click **Save changes**.

<figure><img src="/files/AL93W8H5V44gA4HE80Bz" alt=""><figcaption><p>Manage Team page showing each teammate's role and access scope.</p></figcaption></figure>

To remove a teammate, click the trash icon next to their name.

### Frequently asked questions

#### Is there a limit on the number of admins or members I can add?

No. You can add as many teammates as you need.

#### Can a member access more than one AI profile?

Each member row is scoped to a single AI profile. If a teammate needs access to multiple profiles, invite them once per profile or promote them to Admin.

#### Can a member see billing?

Only if you grant them the **Billing** feature, or make them an Admin. Admins always have billing access.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://alhena.gitbook.io/docs/dashboard/team-management.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.