Think of the "Members" area as your team’s control room in 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 set your team members’ permissions.
But before you start, and for a better experience, make sure your workspace is already customized. If you haven’t done that yet, check out our article on how to set up your workspace here.
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 key to effective and secure management.
Current Plans - Basic, PRO, Team and Enterprise plans
User Type | Access and Permissions | Notes |
Owner | Full access to all features: member management, usage history, data, and complete control over the subscription and billing. | Usually the creator of the workspace. Has the highest level of responsibility and control. |
Manager | Can invite/manage members and access the run history and credit consumption for everyone. Can’t 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) |
Guest | Free access to use all AI models, access all areas of the platform, create agents, and access agents already created in the workspace. Has no management permissions. | To scale AI usage in the company with no license (seat) cost. (New Plans: Basic, PRO Team/Enterprise) |
Legacy Plans - Beginner, Individual and Business Plans
User Type | Access and Permissions | Notes |
Owner | Full access to all features: member management, usage history, data, and complete control over the subscription and billing. | Usually, this is the workspace creator. Has the greatest responsibility and control. |
Manager (Full or Lite) | Can invite/manage members and access the execution history and credit usage for everyone. Can’t change or view subscription/billing information. | Ideal for team leaders who need to manage the team and usage, but not financial aspects. (Legacy Business Plan) |
User (Full) | Standard access to use the platform and create agents. Has no permissions to monitor histories, manage other members, or see team usage data. | Intended for collaborators who will use Tess AI to create and run daily tasks. (Legacy Business Plan) |
User Lite | Free access to use all AI models, access Chat, and use the agents already created in the workspace. Can’t create their own agents and has no management permissions. | Role equivalent to "Guest" for old plans. (Legacy Plans: e.g. Business) |
User Lite (Text Only) | This is a sub-category of User Lite. In this case, users have access only to text AIs (but not images, videos, etc.). | Role equivalent to "Guest" for old plans. (Legacy Plans: e.g. Business) |
User Lite (Team Agents Only) | Another sub-category of User Lite. This role lets companies with agents in the workspace 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. | Role equivalent to "Guest" for old plans. (Legacy Plans: e.g. Business) |
How to Invite New Members
Go to your profile settings, navigate to the "Workspace" section and click on "Members".

You’ll be redirected to the management screen, where you’ll have two options to invite people:
Method 1: Invitation via Secret Link

This is the simplest and fastest way to invite several people at once, especially for the Guest role.
On the Members screen, click the icon to generate a Secret Link.
Choose the access level that users invited through this link will have. The options for Guests are:
Guest: Access to use all workspace agents and copilots.
Activate and copy the generated link to share with your team.
Security tip: Share this link only in your company’s private channels (like Slack or internal email). Avoid posting it in public places to prevent unauthorized access.
Method 2: Invite via Email

Ideal for inviting specific people, especially for higher-permission roles like Manager or User.
Click on "Add new member".
Type the person’s email (or a list of emails separated by commas).
Set the member’s role.
Send the invite.
Important: The invitation sent by email is valid for 3 days (72 hours). After that period, you’ll need to revoke the expired invite and send a new one.
Managing Members in Day-to-Day Operations
The "Members" screen is your hub for ongoing team management:
Member Removal: If a collaborator leaves the team, you can revoke their access immediately by clicking the "X" icon next to their name.
Usage Monitoring: Track each member's credit usage to understand how resources are being used. To do this, go to the "Usage" tab in your workspace settings menu, where you can filter runs by user and get a detailed view of consumption.
Seat Management: Keep clear control over paid seats (User) and free seats (Guest / User Lite) to make sure your team is sized in a smart and cost-effective way.
Efficient member management not only ensures data security and collaboration, but also optimizes resources, allowing you to scale AI usage across the entire organization in a strategic way.
If you have any questions, our team is available by email at suporte@tess.im.