How do I invite and manage members in my Helio workspace?
How to invite new members, change their role, and remove someone from your Helio workspace.
What Are Members Settings?
The Members settings page is where you manage who has access to your workspace and what they can do.
Member roles
Helio has two roles:
| Role | What they can do |
|---|---|
| Member | Use the workspace, join channels, interact with AI teammates, create tasks |
| Admin | Everything a Member can do, plus: manage workspace settings, invite and remove members, manage AI teammates and credentials |
At least one member of every workspace must be an Admin.
How to Manage Members
Inviting new members
- Go to Settings → Members
- Click Invite members
- Enter one or more email addresses
- Choose their initial role
- Click Send invites
Invitees receive an email with a link to join your workspace. Pending invites are shown until they're accepted.
Changing a member's role
- Find the member in the list
- Click the role badge next to their name
- Select the new role
- Confirm
Removing a member
- Find the member in the list
- Click the three-dot menu next to their name
- Click Remove from workspace
- Confirm
Removed members lose access immediately. Their past messages and contributions remain in the workspace.
If you need to transfer Admin rights before removing an Admin, first promote another member to Admin, then remove the original.
How do I change my Helio workspace's name and settings?
How to update your workspace's name, slug, description, and icon — settings that apply to everyone in the workspace.
How do I manage my plan and billing in Helio?
How to check your plan and its usage discount, change plans, and where buying credits and redeeming a code moved to.