Invite Team Members
Getting Started
Inviting Team Members
Somara is built for collaboration. Invite colleagues to share assistants, spaces, and work together.
Understanding Roles
- Owner - Full control, billing, can delete organization
- Admin - Manage members, spaces, and settings
- Editor - Create and edit assistants and public spaces
- Member - Use assistants and contribute to spaces
Sending an Invitation
- Click your organization name in the sidebar
- Go to Organization Settings
- Click the Members tab
- Click Invite Member
- Enter the email address
- Select their role
- Click Send Invite
The person will receive an email with a link to join.
Managing Team Members
Changing Roles
- Find the member in the list
- Click the role dropdown
- Select the new role
Removing Members
- Click the menu icon next to the member
- Select Remove from organization
- Confirm the removal
Best Practices
- Start new members with the Member role
- Promote to Editor or Admin as needed
- Regularly review access permissions
- Use private spaces for sensitive projects