DocsGetting started

Invite your team

Admins invite people by email. Each person gets an access level and a role, which decides what their AI can do.

Before you invite#

  • Only admins can invite. Admin actions need two-step sign-in.
  • The Free plan includes one person. To invite your team, move to a paid plan in Billing. See Plans and billing.
  • Set up the roles you need first, so you can pick one per person. See Roles.

Send an invite#

  1. Open PeopleIn the sidebar, open People and press Invite.
  2. Enter their emailType the person's work Email.
  3. Pick the access levelMember for most people. Admin for people who manage the whole workspace.
  4. Pick a roleThe Role is required. It sets which tools and actions they get.
  5. SendPress Send invite. You see Person invited.

If the email could not go out, you see a note to try again. Use Resend invite a minute later.

What they receive#

The person gets an email, Your sign-in link for Homla, with a Sign in to Homla button. The link works once, for 10 minutes. If it expired, they can request a new one at app.homla.ai.

After signing in, they land on a short setup:

  1. Connect a tool.
  2. Add Homla to their AI. Invited people start on the Homla CLI page, but they can pick any app.
  3. Run a test call.

Member or admin#

WhoCan do
MemberUse the tools and skills their role allows. Connect and share their own accounts. Use memory and agents they have access to.
AdminEverything a member can, plus: invite and remove people, create roles, billing, shared company accounts, Activity, API keys, external access for guests, and removing memory items.

Admins always hold the Full access role.

Freelancers and other companies#

To give someone outside your company access, use guests instead. See Guests.