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 SettingsMembers 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")