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Team Management lets you invite colleagues into your Valuez AI workspace and assign them access to specific AI agents. Each team member only sees the agents they are permitted to - keeping your workspace organized and secure as your team grows. Click Team Management in the left sidebar to open the screen.

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The Team Management Screen

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The screen lists all your AI agents. For each agent, you can see:
ColumnWhat It Shows
IconThe avatar assigned to this agent
Agent NameThe name of the AI agent
RoleThe access role for this agent - currently Admin for the account owner
Region InfoThe agent’s configured region, time zone, and language
Agent DetailsThe Knowledge Base linked to this agent and its industry
Eye iconToggle to expand or collapse the team members list for that agent

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Expanding Agent Access

Click the eye icon on the right side of any agent row to expand it and view the team members who have access to that agent.
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When expanded, you will see a Team Members with access to [Agent Name] section below the agent row. If no team members have been added yet, it will show No Team Members Found.

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Inviting a Team Member

1

Click Invite Member

Click the purple + Invite Member button at the top right of the screen.
2

Enter their email

Enter the email address of the person you want to invite. They will receive an email invitation to join your workspace.
3

Assign agent access

Select which agents this team member should have access to. They will only be able to view and interact with the agents you assign to them.
4

Send the invitation

Click Send. The team member receives an email with a link to accept the invitation and set up their account.
Use the Search invited users bar at the top right to find a specific team member if you have a large team.

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Understanding Roles

RoleWhat They Can Do
AdminFull access to all agents, settings, billing, and team management - this is the account owner
MemberAccess only to the specific agents they have been assigned - cannot access billing or account settings
Currently only the Admin role is shown because no additional team members have been invited. Once you invite members, their role will appear in this column.

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Agent Details Column

The Agent Details column on the right of each row shows two pieces of information:
  • KB - the name of the Knowledge Base linked to this agent, confirming which training data it uses
  • Industry - the industry this agent is configured for
This gives you a quick reference view of all your agents’ configurations without needing to open each one individually.

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Best Practices

Give team members access to agents relevant to their job function. A support team member should only have access to support agents — not sales agents — to keep data visibility appropriate.
When someone leaves your organization, remove their access immediately from Team Management to prevent unauthorized access to your agent data and conversation logs.
Since team members only see the agents assigned to them, clear agent names — like Customer Support Agent or Sales Outbound Bot — help them understand their access without needing explanation.

AI Agents

View and configure the agents you are assigning team members to.

Authentication

Learn about workspace security, session management, and access control.

Integrations

Connect agents to external systems - integrations are managed separately from team access.

Notifications

Stay informed about team activity and platform events.