Back to Account & Team

Invite Your Team and Set Their Permissions

Account & Team

Open **Account Settings → Team Members** to invite collaborators and choose their role. Org Admins can also use **Login as Team Member** to check another teammate's experience without sharing passwords.

Your teammates get their own OBIE logins and work inside your organization with the permissions you give them.

Add a team member

  1. Open your profile menu and select Account Settings.
  2. Select Team Members in the sidebar.
  3. Select Add Team Member.
  4. Enter the person's first name, last name, and email address.
  5. Choose a role. New teammates default to Editor.
  6. Submit the invitation.

Your teammate receives an email with a link to set up their password. If an OBIE account already uses that email address, the person is added directly and receives a notification instead.

Only an Org Admin can add, edit, deactivate, or remove team members.

Choose the right role

  • Org Admin: full organization control, including creating AI Hubs and managing the team.
  • Manager: day-to-day AI Hub management without organization-level team controls.
  • Editor: creates and edits hub content. This is the default role for a new teammate.
  • View Only: can review content without changing it.

You can change someone's role later from their row on the Team Members page.

Login as a team member

An Org Admin can use Login as Team Member to see OBIE from another teammate's account:

  1. On Account Settings → Team Members, open the ⋯ menu beside the teammate.
  2. Select Login as Team Member.
  3. Review what that teammate can see and do.
  4. Select Stop Impersonating in the red banner when you're finished.

This option doesn't appear on your own row or for an OBIE staff account. You also can't start another impersonation while already logged in as someone else.

Team seats by plan

Start includes no additional team seats, Grow and Founder include 2, Scale includes 3, and Pro is uncapped. The Team Members heading shows your current seat count. When you reach the limit, Add Team Member is disabled and OBIE shows an upgrade prompt.

Frequently asked questions

What's the difference between a team member and a hub user?
Team members are your collaborators. They log in to build and manage AI Hubs. Users are your audience. They log in to work through journeys and use Conversations.
Can I change someone's role after inviting them?
Yes. Open **Account Settings → Team Members**, open that person's actions, and edit their role. The change takes effect immediately.
What if my teammate already has an OBIE account?
They're added to your organization directly and receive a notification. They don't need to create another account or password.
Why don't I see Login as Team Member?
It isn't available on your own row, for an OBIE staff account, or while you're already impersonating someone. Organization teammates also need Org Admin access to use it.

Related help articles