Feature

Team collaboration

Invite teammates with scoped roles.

Owner, admin, and member roles — invite via signed email link, no shared passwords. Every action is recorded in the audit log.

What you get

  • Magic-link invites (no password reset friction)
  • Owner / admin / member role scopes
  • All state changes audited
  • Per-tenant data isolation via Postgres RLS

How it works

  1. Invite a teammate

    Enter a colleague's email and choose a role — owner, admin, or member — to define exactly what they can access.

  2. They join via magic link

    The invitee receives a signed email link that logs them in directly, so there are no shared passwords or reset loops.

  3. Roles scope their access

    Owners manage billing and the whole workspace, admins manage settings and data, and members work within their permissions.

  4. Every action is recorded

    All state changes are written to the audit log, and per-tenant Postgres row-level security keeps each workspace fully isolated.

The outcome

3
role scopes
0
shared passwords
100%
actions audited

Frequently asked questions

What roles are available?
There are three scopes — owner, admin, and member — so you can grant the right level of access to each teammate.
Do invited users need a password?
No. Invites use signed magic links, so teammates join without creating or resetting a password.
How is my data kept separate from other tenants?
AI ReplyMate enforces per-tenant isolation with Postgres row-level security, so one workspace can never read another's data.
Are team actions tracked?
Yes. Every state change made by a teammate is recorded in the audit log for full accountability.
Can I remove a teammate later?
Owners and admins can revoke access at any time, and the change is immediately reflected and recorded in the audit log.
Practical guidance

Apply this feature in the customer journey

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