Workspace permissions
Manage Team access
Invite teammates, manage access, and make sure the right people can help run Harlo.
Covered in this guide
Before you finish
Confirm available seats before inviting another teammate.
Remove old pending invites if they are no longer needed.
Keep owner/admin access limited to trusted teammates.
Workflow
Follow the setup step by step
Check seats
Review seats used, active members, pending invites, and remaining capacity before inviting someone.
Invite a teammate
Send an invitation to the teammate's email address. Pending invites reserve seats.
Review pending invites
Monitor invitations that have not been accepted yet and remove any that are no longer needed.
Remove access
Remove members who should no longer manage the Harlo workspace.
Reference
Key areas to understand
Owners
Can manage billing, team access, and workspace settings.
Admins
Can help manage day-to-day Harlo pages such as Builder, Knowledge, Conversations, Leads, Analytics, and Team.
Seat limits
Extra seats can be added from Billing when the team needs more dashboard users.
Invite lifecycle
An invite reserves capacity until accepted or removed.