As an administrator of a CrewAI Enterprise account, you can easily invite new team members to join your organization. This guide will walk you through the process step-by-step.

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Inviting Team Members

1

Access the Settings Page

  • Log in to your CrewAI Enterprise account
  • Look for the gear icon (⚙️) in the top right corner of the dashboard
  • Click on the gear icon to access the Settings page:
2

Navigate to the Members Section

  • On the Settings page, you’ll see a Members tab
  • Click on the Members tab to access the Members page:
3

Invite New Members

  • In the Members section, you’ll see a list of current members (including yourself)
  • Locate the Email input field
  • Enter the email address of the person you want to invite
  • Click the Invite button to send the invitation
4

Repeat as Needed

  • You can repeat this process to invite multiple team members
  • Each invited member will receive an email invitation to join your organization

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Adding Roles

You can add roles to your team members to control their access to different parts of the platform.

1

Access the Settings Page

  • Log in to your CrewAI Enterprise account
  • Look for the gear icon (⚙️) in the top right corner of the dashboard
  • Click on the gear icon to access the Settings page:
2

Navigate to the Members Section

  • On the Settings page, you’ll see a Roles tab
  • Click on the Roles tab to access the Roles page.
  • Click on the Add Role button to add a new role.
  • Enter the details and permissions of the role and click the Create Role button to create the role.
3

Add Roles to Members

  • In the Members section, you’ll see a list of current members (including yourself)
  • Once the member has accepted the invitation, you can add a role to them.
  • Navigate back to Roles tab
  • Go to the member you want to add a role to and under the Role column, click on the dropdown
  • Select the role you want to add to the member
  • Click the Update button to save the role

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Important Notes

  • Admin Privileges: Only users with administrative privileges can invite new members
  • Email Accuracy: Ensure you have the correct email addresses for your team members
  • Invitation Acceptance: Invited members will need to accept the invitation to join your organization
  • Email Notifications: You may want to inform your team members to check their email (including spam folders) for the invitation

By following these steps, you can easily expand your team and collaborate more effectively within your CrewAI Enterprise organization.