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Documentation Index

Fetch the complete documentation index at: https://docs.platform.aiplanet.com/llms.txt

Use this file to discover all available pages before exploring further.

Your organization is the workspace that holds all your workflows and resources. You invite members to collaborate in it, each with a role that controls what they can do.

Inviting members

To add someone to your organization:
1

Open member management

Go to the Members section in Settings.
2

Send an invitation

Enter the person’s email address and choose the role they should have.
3

They accept

The person receives an email with an invitation link. When they accept, they join with the role you assigned.
Invited members show a pending status until they accept, then become active.

Roles

Each member has a role that determines what they can do:
RoleCan do
AdminFull control — manage members, change settings, and work with all resources.
EditorCreate and edit workflows and resources.
ViewerRead-only access — view workflows and resources without changing them.
Assign the least privileged role that lets someone do their job. You can change a member’s role later.

Managing members

From member management you can change a member’s role or remove them from the organization. Removing a member revokes their access immediately.

Next steps

Roles & access

Go deeper on access control and security options.

Account & settings

Manage your profile and organization settings.