April
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Team Management

Invite team members, manage roles, and collaborate on April agents.

Team accounts let multiple people collaborate on managing your AI agents.

Creating a Team

  1. From your dashboard, click your account name in the sidebar
  2. Select Create Team
  3. Enter a team name
  4. Your team workspace is ready

Inviting Members

  1. Go to Settings → Members in your team workspace
  2. Click Invite Member
  3. Enter their email address
  4. Choose their role
  5. They'll receive an email invitation to join

Roles

Owner

  • Full access to everything
  • Can manage billing and subscription
  • Can invite and remove members
  • Can delete the team

Member

  • Can create and manage agents
  • Can view analytics and chat logs
  • Cannot manage billing or team settings
  • Cannot delete the team

Managing Members

From the Members page, owners can:

  • View all team members
  • Change member roles
  • Remove members from the team
  • Resend invitations

Best Practices

  • Use a team account for production — This ensures continuity if a team member leaves
  • Limit owner access — Only give owner role to people who need billing and admin access
  • Use descriptive team names — Especially if you manage multiple teams (e.g., "Acme Corp Support", "Client - BigCo")