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

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User Types and Permission Levels

In Tess AI, there are different roles that you can assign to members, each with a specific set of permissions. Understanding these roles is essential for effective and secure management.
User TypeAccess and PermissionsNotes
OwnerAbsolute access to all features: member management,
usage history, data, and full control over the subscription and billing.		Generally the workspace creator.
Has the highest level of responsibility and control.
ManagerCan invite/manage members and access the execution history
and credit consumption of all members. Cannot change or view
subscription/billing information.		Ideal for team leaders who need to manage
the team and usage, but not the financial aspects. (Legacy Business Plan)
GuestFree access to use all AI models, access all areas of the
platform, create agents, and access agents already created in the workspace.

Does not have management permissions.		For scaling AI use in the company without
a license (seat) cost.
(New Plans: Basic, PRO, Team, and Enterprise)
User TypeAccess and PermissionsNotes
OwnerAbsolute access to all features: member management,
usage history, data, and full control over the subscription
and billing.		Generally the workspace creator.
Has the highest level of responsibility and control.
Manager (Full or Lite)Can invite/manage members and access the execution
history and credit consumption of all members. Cannot change or
view subscription/billing information.		Ideal for team leaders who need to manage
the team and usage, but not the financial aspects. (Legacy Business Plan)
User (Full)Standard access to use the platform and create agents. Does not have
permissions to monitor histories, manage other members,
or view team usage data.		Intended for collaborators who will use Tess AI
to create and execute daily tasks. (Legacy Business Plan)
User LiteFree access to use all AI models, access the Chat,
and use agents already created in the workspace. Cannot create their
own agents and does not have management permissions.		Equivalent role to “Guest” for legacy plans. (Legacy Plans, e.g.: Business)
User Lite (Text Only)A sub-category of User Lite. In this case, users have
access only to text AIs (but not images, videos, etc.).		Equivalent role to “Guest” for legacy plans. (Legacy Plans, e.g.: Business)
User Lite (Team Agents Only)Another sub-category of User Lite. This role allows
companies with agents in the workspace to offer controlled access
to specific third-party users. This user will have access
exclusively to the workspace’s team board with agents
that have public or workspace visibility.		Equivalent role to “Guest” for legacy plans. (Legacy Plans, e.g.: Business)

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How to Invite New Members

1

Access the account settings

Log in to your Tess AI account and then click on your profile icon, located in the lower left corner of the screen. In the menu that opens, select the “Settings” option.
1

Access Members

In the “Workspace” section, click on “Members”.
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You will be redirected to the management screen, where you will 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. The options for Guests are:
  3. Guest: Access to use all agents and copilots in the workspace.
  4. Activate and copy the generated link to share with your team.
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Security Tip: Share this link only through private channels within your company (such as Slack or internal email). Avoid publishing it in open 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 on “Add new member”.
  2. Enter the person’s email (or a list of emails separated by commas).
  3. Set the member’s role.
  4. Send the invitation.
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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.
See more in the demonstration below:

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Managing Members on a Daily Basis

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