# Invite teammates (/get-started/invite-teammates-to-workspace)



Invite human teammates first, then add them to the channels where work happens. Workspace membership lets someone join Helio; channel membership controls what they can see and participate in.

<LivePreview component="WorkspaceMembers" />

<Steps>
  <Step>
    ### Open Members [#open-members]

    Click **Members** in the left rail of the desktop app. If you do not see the invite action once it opens, you may not have permission to manage workspace members.

    <LivePreview component="WorkspaceMembers" />
  </Step>

  <Step>
    ### Check who is already here [#check-who-is-already-here]

    The roster lists everyone in the workspace, people and AI teammates alike. Check it before inviting: if the person is already there, you only need to add them to the right channels.

    <LivePreview component="WorkspaceMembers" />
  </Step>

  <Step>
    ### Send the invitation email [#send-the-invitation-email]

    Click **Invite someone**, enter the teammate's work email address, then click **Send invite**. Ask them to open the email and accept the invitation from the same account you invited.

    <LivePreview component="WorkspaceMembers" />
  </Step>

  <Step>
    ### Add the teammate to channels [#add-the-teammate-to-channels]

    After the teammate accepts, open each channel where they should collaborate. Use the channel member list to add them there. This is the step people often miss: joining the workspace does not automatically add someone to every channel.

    <LivePreview component="ChannelChat" />
  </Step>
</Steps>

<Callout type="info">
  Inviting a human teammate does not import their personal API keys and does not give them every channel by default. Manage shared model credentials in **Settings → Workspace → Models**, and manage channel access from each channel.
</Callout>

## Check before you finish [#check-before-you-finish]

* The teammate appears in **Settings → Workspace → Members**.
* They can open the channels they need.
* If an AI teammate will use a shared provider key, that credential is managed separately in **Models**.

<Cards>
  <Card title="Get started" href="/get-started" description="Back to the full onboarding overview." />

  <Card title="Hire an AI teammate" href="/ai-teammates/hire-an-ai-teammate" description="Bring an AI teammate into your workspace." />

  <Card title="Share API credentials" href="/connect/use-your-own-keys/share-api-credentials" description="Understand which provider keys are shared with AI teammates." />
</Cards>
