Team and permissions

Invite your teammates, see what admins can do and choose what your team can see and run.

Invite teammates

1 Open Settings → Organization

2 Enter their email under Invite by email

Select Invite teammate. They get an email invitation.

Anyone in the workspace can invite, and new teammates join as members. Invitations wait under Pending invitations until they're accepted. Select Revoke, then Confirm revoke, to cancel one.

Admins and members

The person who creates the workspace is its admin. Everyone else is a member.

Who can	Admin	Member
Invite teammates	Yes	Yes
Start agents and connect their own apps	Yes	Yes
Share an app with the team	Yes	No
Connect Slack, a LinkedIn company Page, X, Instagram or Facebook	Yes	No
Change Agent permissions for an app	Yes	No
Change email settings and buy a domain	Yes	No
Rebuild the Company Brief	Yes	No
Rename the workspace and remove members	Yes	No
Pause or resume an agent	Any agent	Their own, and ones they manage
Delete an agent	Any agent	Their own

Share an agent

Your teammates can see your agents and what they find, unless an agent reads your personal accounts or private notes. To change that, open the agent, select ⋯ → Agent settings, then Sharing (it appears once the agent has started). An agent that can use your Google or Granola account can't be shared until you turn that account off in its tools.

Choose	Means
Your team can see it	Everyone can read what it finds
Your team can run it	They can run it too. Their runs leave out your private notes and accounts.
Managers	People you pick can change how it works

The agent keeps using your connected accounts, so you stay responsible for it. Replies from your teammates' agents show under Team in the Inbox, where you can read them but not reply.

What stays private

• Your Google mail, calendar and files, and your Granola notes. These are never shared.
• Chats where GTM used one of your personal accounts. Only you can see them.
• Your LinkedIn. Only you can send from it, unless you turn on Share with your team.

Remove a teammate

Admins: in Settings → Organization, find them under People with access and select Remove, then Remove member. They lose access right away. Their account and other workspaces aren't affected.

Use more than one workspace

Select your workspace name at the top of the sidebar, then New workspace. Once you have two or more, switch between them from the same menu.