Managing Members
As an Owner or Admin, you can invite new members to your team workspace, assign and change roles, configure per-member restrictions, and remove members when needed.
Inviting Members
- Navigate to Settings > Workspace > Team.
- Click Invite Member.
- Enter the person's email address.
- Select a role to assign: Admin or Creator.
- Click Send Invite.
The invited person receives an email with a link to join your workspace. If they do not already have a XainFlow account, they will be prompted to create one.
Invitations expire after 7 days. If an invitation is not accepted in time, you can resend it from the Team tab.
Changing Roles
To change a member's role:
- Go to Settings > Workspace > Team.
- Find the member in the list.
- Click the role dropdown next to their name.
- Select the new role.
Role changes take effect immediately.
Admins can change the roles of Creators, but cannot modify the roles of other Admins. Only the Owner can change an Admin's role.
Configuring Member Limits
On Team plans (Team, Business, Enterprise), you can set per-member restrictions to control costs and model/tool access.
- Go to Settings > Workspace > Team.
- Click on the member you want to configure.
- In the configuration panel, adjust the following settings:
| Setting | Options |
|---|---|
| Monthly credit limit | Unlimited, blocked (0), or a specific cap |
| Allowed models | All models, none, or select specific models |
| Allowed tools | All tools, none, or select specific tools |
The configuration panel only shows models and tools that are available at the workspace level. If Workspace Preferences restrict the workspace to models A, B, and C, you can only choose from those three when configuring a member.
Use credit limits to control spending on shared workspaces. Set a monthly cap for each member based on their role and workload. Credits reset automatically at each billing period.
Removing Members
To remove a member from the workspace:
- Go to Settings > Workspace > Team.
- Find the member you want to remove.
- Click Remove and confirm the action.
When you remove a member, their assets and workflows that were created within the workspace remain in the workspace. The removed member loses access to all workspace content.
Related Pages
- Roles and Permissions — understand what each role can do
- Workspace Settings — configure workspace preferences
- Workspaces Overview — understand workspace types