Overview
Team Settings lets you invite colleagues to your Cevro workspace and control what they can access. Each team member has a role that determines their permissions.Roles at a Glance
| Role | Best For | Can Do |
|---|---|---|
| Admin | Workspace owners, managers | Everything—invite team, configure settings, manage AIPs |
| Agent | Support team members | Handle conversations, create and edit AIPs |
| Viewer | QA reviewers, auditors | View conversations only (read-only) |
All roles can view conversations and analytics. The difference is in what they can change.
What Each Role Can Do
Admin
Admins have full control over the workspace:- Invite and remove team members
- Change team member roles
- Configure all workspace settings
- Create, edit, and archive AI Procedures
- Handle conversations and submit reviews
- Access all analytics
Agent
Agents focus on day-to-day support operations:- Handle conversations (reply, close, take over from AI)
- Create and edit AI Procedures
- Submit QA reviews
- Create and manage conversation views
- View analytics
- Invite or remove team members
- Change workspace settings
- Archive AI Procedures
Viewer
Viewers have read-only access, designed for QA reviewers:- View conversations and their history
- View analytics dashboards
- Reply to conversations
- Submit reviews
- Create or edit anything
- Access settings pages
Viewers are automatically redirected to the Conversations page if they try to access other areas.
Inviting Team Members
What Happens Next
- The invitee receives an email with a signup link
- They create their account (or log in if they already have one)
- They’re added to your workspace with the role you selected
- The invitation disappears from your pending list
Managing Invitations
Pending invitations appear at the top of your team list with a status badge.| Status | Meaning | Actions |
|---|---|---|
| Pending | Invitation sent, waiting for them to accept | Cancel |
| Expired | 24 hours passed without acceptance | Resend or Cancel |
Resending an Invitation
If an invitation expired:- Click the three-dot menu next to the invitation
- Select Resend Invitation
- A new email is sent with a fresh 24-hour link
Canceling an Invitation
To remove a pending invitation:- Click the three-dot menu
- Select Remove
- The invitation is immediately invalidated
Changing a Team Member’s Role
The change takes effect immediately. They may need to refresh their browser to see updated permissions.
Only Admins can change roles. If the dropdown is disabled, you don’t have permission—contact your workspace Admin.
Removing Team Members
To remove someone from your workspace:- Go to Settings → Team
- Find the team member
- Click the three-dot menu on the right
- Select Remove Team Member
- Confirm the removal
FAQ
Can I invite someone who already has a Cevro account?
Can I invite someone who already has a Cevro account?
If someone already has an active Cevro account (on any workspace), you’ll see an error: “An account already exists for this email address.” Each person needs a unique email address across all Cevro workspaces. If you need help with this, contact support.
What if someone didn't receive the invitation email?
What if someone didn't receive the invitation email?
Check their spam folder first. If it’s not there, cancel the invitation and resend it. Make sure you typed the email address correctly.
Can I change my own role?
Can I change my own role?
No, you cannot change your own role. Another Admin needs to do it. This prevents accidental lockouts.
What happens to a removed member's work?
What happens to a removed member's work?
All their contributions (AIPs, conversation replies, etc.) remain in the workspace. Only their access is removed.
Is there a limit to how many team members I can have?
Is there a limit to how many team members I can have?
No, you can invite as many team members as you need.
Permission Quick Reference
| Action | Admin | Agent | Viewer |
|---|---|---|---|
| View conversations | Yes | Yes | Yes |
| Reply to conversations | Yes | Yes | No |
| Submit QA reviews | Yes | Yes | No |
| Create/edit AIPs | Yes | Yes | No |
| Archive AIPs | Yes | No | No |
| Manage team | Yes | No | No |
| Workspace settings | Yes | No | No |