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Think of the “Members” area as your team’s control room in Tess. This is where you have visibility and control to manage who is part of your workspace, each person’s teams, how they use the platform, and what permissions and restrictions they have. This complete guide will show you how to add, manage, and define permissions for your team members. But before you start, for a better experience, make sure your workspace is already customized. If you haven’t done this yet, check out our article on how to set up your workspace.

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Default User Types and Permission Levels

In Tess, there are different default roles you can assign to members, each with a specific set of permissions. Understanding these roles is essential for effective and secure management.

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Advanced Access Control (Teams and Permissions)

In addition to default roles (Owner, Manager, User/Guest), Tess also allows more granular access control through:
  • Custom permissions
  • Teams
  • Restrictions by team or user
These features are ideal for companies that need to:
  • Control which AI models each group can use
  • Limit credit consumption by team or user
  • Restrict access to connectors or specific features
  • Organize users by department (e.g., Marketing, Sales, Operations)
  • What you can control
With these settings, it is possible to define:
  • Access to AI models (e.g., allow only text models)
  • Access to chat tool groups (e.g., web search, image generation, integrations) — same governance pattern as models and connectors
  • Use of connectors (e.g., Google Drive, Notion, etc.)
  • Monthly credit limit
  • Specific rules per team or per user
Workspace admins can also delete custom roles that are no longer needed (after reassigning members), keeping the permission matrix clean.
Screenshot placeholder — tool groups & roles: Capture (1) team/member restrictions showing tool group toggles, and (2) the action to delete a custom role in Members/Permissions.
The structure follows this logic:
  1. Teams → group users (e.g., “Marketing”)
  2. Team policies → define default rules for everyone in that group
  3. Individual restrictions → can override team rules for specific cases
Example: Marketing Team → access allowed to image models Specific user → restricted to text only In this case, the individual rule takes priority.
All these settings can be configured within the workspace member management area: Captura De Tela 2026 05 27 Às 16 23 32

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Ways to Invite New Members

You have two options to invite people:

Invite via Secret Link


This is the simplest and fastest way to invite multiple people at once, especially for the Guest role.
  1. On the Members screen, click the icon to generate a Secret Link.
  2. Choose the access level that users invited through this link will have.
  3. Activate and copy the generated link to share with your team.
Image
Security Tip: Share this link only in private company channels (such as Slack or internal email). Avoid posting it in public places to prevent unauthorized access.

Invite via Email


Ideal for inviting specific people, especially for higher-permission roles such as Manager or User.
  1. Click “Add new member”.
  2. Enter the person’s email (or a list of emails separated by commas).
  3. Define the member’s role.
  4. Send the invitation.
Captura De Tela 2026 05 27 Às 16 26 59
Important: The invitation sent by email is valid for 3 days (72 hours). After this period, you will need to revoke the expired invitation and send a new one.

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Managing Members Day to Day

The “Members” screen is your hub for ongoing team management:
If an employee leaves the team, you can revoke their access immediately by clicking the “X” icon next to their name.
Track each member’s credit consumption to understand how resources are being used. To do this, go to the “Usage” tab in your workspace settings menu, where you can filter executions by user and get a detailed view of consumption.
Keep a clear view of paid seats (User) and free seats (Guest / User Lite) to ensure your team is sized intelligently and cost-effectively.
If you have any questions, our team is available at: support@tess.im.