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

  1. Click your organization name in the sidebar
  2. Go to Organization Settings
  3. Click the Members tab
  4. Click Invite Member
  5. Enter the email address
  6. Select their role
  7. Click Send Invite

The person will receive an email with a link to join.

Managing Team Members

Changing Roles

  1. Find the member in the list
  2. Click the role dropdown
  3. Select the new role

Removing Members

  1. Click the menu icon next to the member
  2. Select Remove from organization
  3. 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