How to Add and Manage Team Members in Quack AI

If you're using Quack with a team, you can easily invite members and control their access levels to match their roles.

Step 1: Open Workspace Settings

  1. From the top-left of your dashboard, click your Workspace name

  2. Select Settings from the dropdown

Step 2: Go to Team & Permissions

Under Settings, click the Members tab.

Step 3: Invite Team Members

  1. Click Invite Member

  2. Enter the email addresses of the people you want to invite

  3. Assign each person a role:

    • Agent: can access copilot feature only

    • Member: Full access to training and data

    • Admin: Full administrative access (including settings)

  4. Click Send Invites
    Invited users will receive an email with instructions to join your Quack AI workspace.

Step 4: Manage Member Access

Once members have joined:

  • Use the Members tab to change roles

  • Remove users if needed by clicking the trash bin icon next to their name

πŸ’‘ Pro Tip: Keeping roles updated ensures the right people have the right level of access.