Invite Team Members to Active Project

When a project expands or requires specialized internal eyes, you can instantly scale your collaboration by inviting your human colleagues directly into the active Project Workspace.

Last updated 14 days ago

How to Invite a Colleague into Your Project

  • Open Your Project Workspace: Select Projects from your left-hand navigation panel and click on the specific project you wish to update

  • Access the Settings Menu: Click the share icon located in the top-right corner of your active project dashboard

  • Invite Your Teammate: Select Add Member from the dropdown options. Type in your team member's name or corporate email address, configure their baseline workspace permissions, and confirm the invite

Shared Project Intelligence and Context Brain

The moment a colleague accepts your invitation and steps into the active project, they gain immediate access to the collective knowledge built inside that environment:

  • Instant Context Synchronization: Your teammates don't need to scroll through external threads or download separate file packages. They gain immediate, top-level visibility into all files uploaded to the project folder, all active cases, and historical data charts.

  • Persistent AI Memory: Every interaction you’ve had within that project feeds into its centralized workspace brain. Newly added colleagues can immediately deploy project agents, knowing the agents are already fully aligned with the unique rules, acronyms, and guidelines of that specific account.

  • Seamless Hand-Offs: Teammates can quickly jump into ongoing project chats or pick up standalone tasks where you left off, drastically eliminating manual operational downtime.