Invite your team

An organization is your team’s shared space: one plan, shared minutes and AI credits, and its members. Every member’s notes stay private to them - inviting someone never shows them your notes.

Invite a member

1. Open Settings → Team.
2. Click Invite member, enter their email address and choose their Roles.
3. Click Send invitation.

They get an email with a link to join. Pending invitations are listed on the same page, where you can Resend or Revoke them.

Your plan sets how many members your organization can have - members and pending invitations both count.

Roles

Roles decide what a member can do: record and edit notes, manage tags, invite others, manage the subscription, and so on. Manage them under Settings → Roles: create a role, then Manage permissions to choose what it allows. Assign roles to a member with Manage roles on the Team page.

The Owner role can do everything and can’t be changed. You can only give others permissions you have yourself.

Remove a member

On Settings → Team, open the member’s menu and delete them.

Removing a member permanently deletes their notes, tags and views in this organization. Ask them to export their notes first if they want to keep them.

Good to know

• Someone can belong to several organizations. See Organizations.
• Settings → Audit Log shows who did what in the organization.