Members
For your company to use Patagon AI collaboratively, it is essential to add your team members to the Workspace. Each invited person will have their own login and will be able to access the platform according to their assigned role.
Accessing the Members area
In the sidebar menu, go to Settings.
Click on the Members tab.
You will see the complete list of your organization's members with their name, email, assigned leads, and creation date.
Inviting a new member
Click the "+ Add member" button in the upper right corner.
In the Invite Members modal, fill in:
Email addresses — enter one or more emails separated by commas.
Role — select the access level for the invitee.
Click Send invitation.
You can invite multiple members at once by separating emails with commas.
Available roles
Administrator
Full access to account settings and management.
Member
Restricted access to the platform's operational functions.
Tracking invitations
After sending, the invitation will appear in the Sent invitations section within the modal, with the following status:
🟡 Pending — the invitee has not yet accepted.
✅ Accepted — the member is already active in the Workspace.
Accepting the invitation
The new member needs to follow these steps:
Access the Patagon AI invitation email.
Click the verification link.
Create their password (if they don't have an account yet).
Done — they can now access the Workspace with their login.
The invitation expires if not accepted within the deadline. If necessary, resend it from the Members area.
Managing members and groups
In addition to individual members, you can organize your team into Groups through the corresponding tab in Settings. Groups are useful for:
Organizing company departments (e.g.: Sales, Support, Customer Success).
Defining attendance overflow rules by area.
Facilitating permission management at scale.
📌 Practical tip: use corporate emails for invitations, ensuring greater security and standardization in the work environment.
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