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Where in the dashboard

Open Teams and Roles (/teams). There is no Settings > Team page. Invite and edit members happen on /teams (modals on the roster).

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Interactive tutorial

The video is interactive. If it shows older menus, prefer the routes on this page.

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Steps

1

Open Teams and Roles

Go to https://app.gu1.ai/teams from the sidebar (Teams and Roles).
2

Invite Member

Click Invite Member.
3

Complete the modal

  • Email (required): receives the invitation.
  • Role(s): legacy and/or granular roles depending on your organization.
  • Team (optional).
  • Environments (production / sandbox) when applicable.
  • Channels (child orgs) when inviting from a parent organization.
4

Send the invitation

Confirm. The person receives an email with a join link. Pending invitations are managed on the same /teams page.

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Roles when inviting

Gu1 combines:
  • Legacy organization roles (e.g. owner, admin, analyst, viewer).
  • Granular RBAC (resource:action) when enabled — custom roles at Roles.
Details: Manage roles and permissions.
Only users with invite permission (typically admin/owner or granular teams/users permissions) see Invite Member.

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Pending invitations

On https://app.gu1.ai/teams, pending section:
  1. Resend invitation
  2. Cancel / revoke invitation

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Edit a member who already joined

  1. Open https://app.gu1.ai/teams
  2. Open the member profile (modal)
  3. Change roles, teams, or deactivate access

Manage roles

RBAC and granular permissions

Configure teams

Create and configure teams

API Keys

Integration credentials