Team Members, Roles, and Invitations
Sharing & Collaboration
Inviting a Team Member
- Click "Settings" in the sidebar.
- Go to the "Invitations" tab.
- Enter the invitee's email address.
- Select a role: Admin, Editor, or Basic.
- Click "Send Invitation".
The invitee receives an email with a link to join your workspace. If they don't have a Notoria account yet, they'll be prompted to create one first.
Understanding Roles
- Admin - Full workspace control. Can manage billing, workspace settings, invitations, and memories. Can upload, organize, tag, search, and use all features.
- Editor - Can upload documents, organize with folders and tags, use search, and use the AI Chat. Cannot manage billing, workspace settings, or invitations.
- Basic - Limited access for viewing documents and basic interactions.
Changing a Member's Role
- Go to "Settings" in the sidebar.
- Open the "Invitations" tab.
- Find the member in the list.
- Change their role from the dropdown next to their name.
Only admins can change roles. The change takes effect immediately.
Removing a Team Member
- Go to "Settings" in the sidebar.
- Open the "Invitations" tab.
- Find the member in the list.
- Click the remove action next to their name.
Their uploaded documents remain in the workspace. Only the member's access is revoked.
FAQ
How many team members can I invite?
All plans support team collaboration with no member limit.
Can a member be in multiple workspaces?
Yes. Each workspace is independent, and a user can be a member of multiple workspaces with different roles in each.
What happens to a member's documents when they leave?
Documents stay in the workspace. They were uploaded to the workspace, not owned by the individual.