Team Management
Skopx is built for teams. You can invite colleagues, assign roles, and control who has access to what.
Inviting Team Members
- Go to Settings > Team.
- Click Invite Member.
- Enter their email address.
- Choose a role (see below).
- Click Send Invite.
They will receive an email with a link to join your workspace. If they already have a Skopx account, they will see the workspace in their dashboard.
Roles
Skopx has three roles:
- Owner. Full access to everything, including billing, data sources, and team management. Can delete the workspace.
- Admin. Can manage data sources, invite members, and configure settings. Cannot access billing or delete the workspace.
- Member. Can use the AI chat, view insights, and generate documents. Cannot manage data sources or team settings.
Changing Roles
- Go to Settings > Team.
- Click the role dropdown next to the member's name.
- Select the new role.
Changes take effect immediately.
Removing Members
- Go to Settings > Team.
- Click the three-dot menu next to the member's name.
- Click Remove from workspace.
Their access is revoked immediately. Any data sources they connected remain available to the team.
Data Source Permissions
By default, all team members can query all connected data sources. If you need more granular control:
- Go to Settings > Data Sources.
- Click on a source.
- Under Access, choose "All members" or select specific people.
Tips
- Start by inviting one or two teammates to validate the setup.
- Use the Member role for most people. Only give Admin to those who need to manage connections.
- Shared conversations are visible to all team members in the same workspace.