Invite teammates
Invite teammates into your Helio workspace, then give them access to the right channels and shared setup.
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.
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.
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.
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.
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.
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.
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.
Get started
Back to the full onboarding overview.
Hire an AI teammate
Bring an AI teammate into your workspace.
Share API credentials
Understand which provider keys are shared with AI teammates.