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Members and roles

Invite your team, and choose who can change experts, settings and money.

A workspace is shared by everyone in it. Each person has one of three roles: Owner, Admin or Member. You manage people on Settings → Members.

Roles

The Members tab of workspace settings with one owner
Settings → Members.
RoleWhoIn short
OwnerOne person: whoever created the workspace, until they hand it overAn admin who can also delete the workspace, delete all conversation data and transfer ownership
AdminAs many as you likeManages the workspace: experts, members, settings, numbers, keys and billing
MemberEveryone elseUses experts and sees the work, but can’t change how things are set up

What each role can do

MemberAdminOwner
Chat and call experts, send them to meetingsYesYesYes
See Conversations, Analytics, Campaigns, Calendar and VoicesYesYesYes
Edit an expert’s name, description, picture and backgroundYesYesYes
Create, configure, publish, duplicate and delete expertsYesYes
Add, change and remove knowledgeYesYes
Manage ToolsYesYes
Get, assign and release phone numbers, place calls, run campaigns, change the do-not-call listYesYes
Invite and remove people, change rolesYesYes
Developers: API keys, service accounts, webhooks, alerts, MCPYesYes
Billing, Audit log, Rydhm staff accessYesYes
Provider keys, alert destinations, workspace exportYesYes
Delete a conversationTheir ownAnyAny
Delete all conversation data, delete the workspace, transfer ownershipYes

On an expert’s page, members see every tab except Profile as read-only, with a lock. Pages that are for admins only are hidden from members’ sidebar, not just disabled.

Invite people

The Invite people dialog with an email address and the Member role selected
Invite people: one or more addresses, and a role.
1

Open the dialog

Go to Settings → Members and select Invite people. You can also use Send invitation on the card at the bottom of the sidebar.

2

Add their addresses

Type one or more Email addresses, separated by commas or new lines. People already in the workspace or already invited are left out.

3

Pick a role

Choose Member or Admin. Everyone in one batch gets the same role.

4

Send

Select Send invitation. Each person gets an email with a link to join the workspace.

Pending invitations are listed with their role, when they were Sent and when they Expire. From there you can resend one (Invitation sent again) or revoke it. A revoked link stops working, and you can invite the person again later.

Your plan sets how many people a workspace can have: 2 on Free, 5 on Starter, 15 on Growth, 50 on Scale, and no limit on Enterprise. People count once they’ve signed in; pending invitations don’t. When billing is active, invitations past the limit are refused. See Billing.

Change a role

In the Role column, choose Admin (“Manages the workspace”) or Member (“Builds and uses experts”). The change applies at once, and you’ll see Role changed.

The owner is always an admin. To make the owner a member, transfer ownership first.

Remove someone

Select the remove button on their row and confirm.

  • They lose access to the workspace at once.
  • Experts they built stay with the workspace.
  • API keys keep working, because keys belong to the workspace, not to a person. Revoke any keys they shouldn’t keep in Developers → API keys.

You can invite them again later. The owner can’t be removed. Transfer ownership first.

Transfer ownership

The owner can hand the workspace to another member: go to Settings → General, select Transfer ownership on the Owner row, choose the New owner, and type the workspace name to confirm. The new owner must have signed in to Rydhm at least once, and becomes an admin if they aren’t one already. You stay in the workspace as an admin.

Your own account

Your name, picture, sign-in and appearance are personal. Open the account menu and choose Account settings. What reaches you by notification is also personal: see Alerts.