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Members and roles

Members & Usage has three tabs.

Invite someone by email, choosing a role as you invite them. Search and filter your existing members, and export the list as CSV.

The table shows each member’s role, status, and last activity, plus a Usage bar showing how much of their token allowance they’ve consumed so far this period.

The CSV carries the same information one row per member — name, email, role, status, last active, tokens used, token limit, and usage percentage — which makes it the export to reach for when you need a point-in-time record of who had access and what they used. See Data export and account deletion.

This is also where you open a member’s conversation history — see Conversational Replay.

A reference view of the two roles in your workspace:

  • Member — the default role. Works in Conversations, Folders, and Knowledge Collections.
  • Tenant Admin — everything a Member can do, plus settings, billing, members, Assistants, Guardrails, and governance across the workspace.

How your workspace’s token allowance is divided across members, and a breakdown of consumption by assistant over the last 30 days.