Step 4: Invite Team
Collaboration is at the heart of Saifa AI. By inviting team members to your workspace, you can share data, manage projects, and collaborate seamlessly using Saifa Assistant and Saifa Studio.
Each member can be assigned a role — ensuring secure access and organized teamwork.
🚀 Step-by-Step Guide
1. Go to “Invite Your Team”
After adding your products, you’ll automatically proceed to the Invite Your Team section in your onboarding panel. Here, you’ll see a message that says:
“Invite team members to collaborate with you.”
Click ➕ Add another member to start adding users.
2. Enter Member Details
For each team member, fill out the following fields:
Full Name
The member’s display name (e.g., John Smith).
The email address used for login and workspace access.
Role
Choose between Member or Admin.
💡 Tip: You can add multiple members at once by clicking “Add another member.”
3. Choose a Role for Each Member
Roles help you manage permissions and responsibilities:
👥 Member
Can view, edit, and collaborate on content within shared projects.
🔑 Admin
Full access to workspace settings, billing, and data management.
🧩 Pro Tip: Start by assigning one or two Admins, then add the rest as Members. You can always update roles later in Settings → Team Management.
4. Send Invitations
Once all details are filled in:
Click Next (or Send Invites) to send an email invitation to each team member.
Each person will receive a link to join your workspace.
Once they accept, their profile will appear under your Team List.
💬 If a member doesn’t receive the invite, ask them to check their spam or promotions folder, or click Resend Invite.
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