# How to invite teammates

> Add people to your OpenATS workspace, change their role, and archive or restore an account.

An admin opens **Settings → Team**, chooses **Invite teammate**, and enters the person’s name, work email and role. Their account exists straight away: OpenATS shows a temporary password once, for you to share securely, and emails them a link to sign in.

*Team & permissions · Last updated 2026-11-11*

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## Invite someone

1. Open **Settings → Team**.
2. Choose **Invite teammate**.
3. Enter their **Full name** and work email, and pick a role.
   New teammates start as **Team member**. Use the email they used in your previous tools, so their notes and emails are credited to them.
4. Choose **Invite**.
   OpenATS shows a **Temporary password**, once. Share it securely: they sign in with it, then change it in **Settings → Account**.

OpenATS also emails them: “{Your name} invited you to {Workspace} on OpenATS”, with their access and a **Sign in to OpenATS** button. The email never contains the password, and replying to it reaches you. Where **Continue with Google** is available, the email says they can use it instead of a password.

> **Tip:** You can also invite people during setup, in the **Invite your team** step.

## Change someone’s role

In **Settings → Team**, pick a new role from the menu on their row. It takes effect on their next click. You can’t change your own role, and only the super admin can change a super admin’s.

## Remove someone

Choose **Archive account** on their row. They can no longer sign in, and everything they did stays in OpenATS, credited to them. Archived people are listed under **Archived accounts**, where **Restore account** brings them back as they were. Inviting an archived person’s email again also restores the account, but starts their sign-in over: a new temporary password, two-step verification off, and any old sessions ended. That’s how to let back in someone who lost their phone and their recovery codes.

**Delete** removes an account for good, but only one with nothing attached to it, such as a mistaken invite. For anyone else it explains that the account can’t be deleted and offers **Archive account** instead. You can’t archive or delete yourself.

> **Important:** Archiving someone signs them out of OpenATS, including the [OpenATS Extension](https://openats.ai/docs/openats-extension/install-and-sign-in): its key stops working when they’re deactivated.

## Questions about invite teammates

### Can teammates see the team list?

Yes. Everyone sees **Settings → Team** with each person’s role, but only admins can invite, change roles or archive.

### What if the invitation email didn’t arrive?

The account already exists, so they can sign in at [openats.ai/login](https://openats.ai/login) with the temporary password you shared, or with **Continue with Google** using the same work email.

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Still need help? Write to the OpenATS team at https://openats.ai/support (or support@b150.ai). We reply by email.

Source: https://openats.ai/docs/team-and-permissions/invite-teammates
OpenATS help center: https://openats.ai/docs