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Everyone in an organization is an Admin or a Member. Admins manage the organization, its people and everything in its workspace. Members see the workspace’s results and can start agent readiness scans, without changing anything else.

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Roles

The person who creates an organization is its first Admin. An organization always keeps at least one Admin: the last one can’t be demoted, removed or leave.

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The People page

In Settings, select People. Only Admins can see the list of people and invitations. The table shows each person’s Email, Role, Status and Joined / expires date. You marks your own row. Use Search people to find someone by email. The status filter offers:
  • Current people: active members and pending invitations. This is the default.
  • Active: members with access.
  • Pending invitations: invitations not yet accepted.
  • Inactive: people who were removed or who left.
  • Invitation history: invitations that were accepted, declined, revoked or expired.
  • All statuses and history: everything above.
A member is Active or Inactive. An invitation is Pending, Accepted, Declined, Revoked or Expired.

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Invite someone

1

Open People

In Settings, select People, then Invite member.
2

Enter their details

In Invite a member, enter their Email address and choose a Role. The role starts as Member; choose Admin to let them manage people and settings too.
3

Send it

Select Send invitation. Agentrail confirms with Invitation created. They can join using the link in their invitation email.
  • An invitation expires 14 days after it is sent. Its date is in the Joined / expires column.
  • You can’t invite someone who is already a member, or who already has an open invitation. Resend the open invitation instead.
  • Someone who left or was removed can be invited again.
  • Settings opens once setup is finished, so invitations are sent after setup.

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Resend or revoke an invitation

Open the actions menu on a pending invitation’s row.
  • Resend sends a new invitation email with the same role. In Resend this invitation?, select Confirm. The previous invitation link stops working, and the new one is valid for 14 days.
  • Revoke withdraws the invitation. In Revoke this invitation?, select Confirm. The invitation no longer grants access.
An expired invitation can’t be resent. Send a new invitation instead. To change the role on an invitation, revoke it and invite the person again with the role you want.

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Accept an invitation

1

Open the link

Open the link in your invitation email. Agentrail shows Accept your invitation.
2

Sign in with the invited email

If you aren’t signed in, select Continue to sign up to create an account, or Continue to sign in if you have one. Use the email address that received the invitation.
3

Check the account

Under Signed in as, check the email address. If it’s the wrong account, select Use another account.
4

Accept

Select Accept invitation. Keep the page open while Agentrail finishes and opens the organization.
An invitation works only for the email address it was sent to. With any other account, Agentrail shows This invitation was sent to a different account. Sign out, then sign in with the invited account.
If Agentrail shows This invitation link is unavailable, open the latest invitation from your email. The link may have expired, been replaced by a resent invitation, or already been used. Joining an organization by invitation doesn’t use up the one organization your account can create.

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Your invitations

In Settings, under Personal, select Invitations. If you don’t belong to any organization yet, select View invitations on Create your organization instead. Your invitations lists each pending invitation with its Organization, Role and Expires date. You accept an invitation with the link in its email, not from this list. To turn one down, select Decline, then Confirm in Decline this invitation?. You need a new invitation if you decide to join later.

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Change a role

1

Open the person's actions

On People, open the actions menu on the person’s row.
2

Choose the role change

Select Change this member’s role?.
3

Pick the role

Choose Member or Admin under Role, then select Confirm change.
Agentrail confirms with Membership updated.
  • You can’t change your own role. Ask another Admin to change it.
  • The last Admin can’t be made a Member. Make someone else an Admin first.

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Remove someone

1

Open the person's actions

On People, open the actions menu on the person’s row.
2

Remove them

Select Remove member, then Confirm change in Remove this member?.
Their access to the organization ends immediately, and their row shows as Inactive. To give them access again, invite them again. You can’t remove yourself; leave the organization instead. The last Admin can’t be removed.

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Leave the organization

Any member can leave from General in Settings with Leave organization. An Admin can also leave from the actions menu on their own row on People. See Leave an organization.

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Your account menu and Settings

The account menu sits at the bottom of the sidebar and shows your email address. It has:
  • Settings
  • Use light theme and Use dark theme
  • Sign out
Settings has two sections. Organization holds Overview, General and People; see Organization settings. Personal holds your own pages, including:
  • Account: your Profile, Appearance and Session. Your name and email come from your sign-in account. Under Appearance, choose a Light or Dark theme; it applies on this device, and Light is the default. Under Session, Sign out signs you out of Agentrail on this device.
  • Invitations: invitations to join other organizations. See Your invitations.