Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt

Use this file to discover all available pages before exploring further.

Add your team to Cassidy so they can collaborate on Agents, Workflows, and your Knowledge Base. You can invite new members from anywhere in the app or from Organization Settings.

​
Send invitations

1

Open the invite modal

You can invite team members from two places:
  • Quick invite — Click Invite Members in the sidebar.
Sidebar menu showing the Invite Members button
  • Organization Settings — Click your account name at the bottom of the sidebar, click the gear icon, go to Team Members, and click Invite Team Members.
Team Members page in Organization Settings with Invite Team Members button
2

Enter email addresses

Type one or more email addresses into the invite field. You can invite multiple people at once by separating emails with commas or pressing Enter after each one.
3

Assign roles

Choose one or more roles for each invitee. Roles control what the person can do in Cassidy.
  • Viewer: Basic access to shared resources.
  • Member: Standard access for regular team members.
  • Admin: Administrative access for managing team settings, integrations, users, and workspace configuration.
  • Custom roles: Workspace-specific privilege sets created by your team.
You can always change a user’s roles later from Organization Settings. Start with the narrowest role that lets someone do their job.
4

Add to groups (optional)

Select one or more groups to add the invitee to. Groups control which shared Agents, Workflows, Knowledge Base collections, chats, and meetings the user can access.
5

Send invites

Click Send Invites. Each invitee receives an email with a link to join your Cassidy workspace.
Invite Members modal with email, role, and groups filled in ready to send
Invitations sent. You can track their status in Organization Settings under Team Members.

​
Accept an invitation

When someone invites you to a Cassidy workspace:
1

Check your email

Look for an invitation email from Cassidy. Click the Join button in the email.
Invitation email from Cassidy with Join button
If you don’t see the email, check your spam or junk folder. The sender can resend the invitation from Organization Settings if needed.
2

Create your account or sign in

If you’re new to Cassidy, create an account with the invited email address. When prompted during account creation, click the option to join the organization.
Account creation screen showing the option to join an organization
If you already have a Cassidy account and are logged in, a pop-up appears in the app asking you to accept the invite.
In-app invitation pop-up for logged-in users
3

Manage pending invitations

You can access your pending invitations by clicking your name in the sidebar and selecting Pending Invitations.
Sidebar menu showing Pending Invitations option
4

Accept or reject

In the Pending Invitations screen, click Accept Invitation to join the organization or Reject Invitation to decline.
Pending Invitations screen with Accept and Reject buttons
5

Switch between organizations

Once you’ve accepted, you can switch between organizations by clicking your account name at the bottom of the sidebar.
Sidebar menu showing multiple organizations to switch between

​
Manage invitations and members

From Organization Settings → Team Members, you can manage both pending invitations and existing members.

​
Revoke a pending invitation

If you made a mistake or no longer want someone to join, click Revoke Invitation next to the pending invite.
Pending invitation with Revoke Invitation button

​
Remove an existing member

For members who have already joined, click the … menu next to their name and select Remove, then confirm the action.
Member row with ellipsis menu showing the Remove option
Confirmation dialog for removing a team member
Removing a member is immediate. They will lose access to all shared resources in your organization. Any Agents or Workflows they own will remain but may need to be reassigned.

​
Next steps

Assign roles and groups

Control what team members can do and which resources they can access.

Set up SSO

Let your team sign in with your identity provider.