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Expand your team’s AI capabilities by inviting colleagues to join your mixus organization. Manage invitations, set appropriate permissions, and onboard new members effectively for seamless collaboration.

Overview

Team invitations in mixus enable you to build collaborative AI workflows with your colleagues. Whether you’re adding a single team member or onboarding an entire department, mixus provides flexible invitation and permission management to ensure secure and productive collaboration.

How Team Invitations Work

The invitation process follows a structured workflow:
  1. Send Invitation: Invite users via email with specific role assignments
  2. Email Delivery: Invitees receive secure invitation links
  3. Account Setup: New users create accounts or link existing ones
  4. Permission Assignment: Access levels are automatically configured
  5. Onboarding: New members receive guided setup and training
  6. Integration: Team members gain access to shared resources and workflows

Team invitation workflow

Image placeholder - To be added

Invitation Methods

Email Invitations

Single User Invitations

Invite individual team members with customized settings:
Single Invitation Process
πŸ‘₯ Organization Settings β†’ Team Members β†’ Invite User
β”œβ”€β”€ πŸ“§ Email Address: colleague@company.com
β”œβ”€β”€ πŸ‘€ Role: Team Member / Admin / Viewer
β”œβ”€β”€ 🏒 Department: Marketing / Sales / Engineering
β”œβ”€β”€ πŸ“ Access Level: Full / Limited / Custom
└── πŸ’¬ Personal Message: "Welcome to our AI team!"

Bulk Invitations

Invite multiple users simultaneously:
Bulk Invitation CSV Format
email,role,department,message
alice@company.com,admin,engineering,"Welcome to our dev team!"
bob@company.com,member,marketing,"Excited to have you join us!"
carol@company.com,viewer,sales,"Access to our sales AI tools"

Team Integration

Domain-Based Invitations

Automatically invite users from your company domain:
Domain Configuration
{
  "domain": "company.com",
  "auto_invite": true,
  "default_role": "member",
  "require_admin_approval": false,
  "departments": {
    "engineering": "member",
    "leadership": "admin",
    "interns": "viewer"
  }
}

SSO Integration

Seamlessly invite users through Single Sign-On:
SSO Invitation Flow
πŸ” SSO Provider (Okta/Azure AD) β†’ mixus Integration
β”œβ”€β”€ πŸ‘₯ Auto-provision users from directory
β”œβ”€β”€ 🏷️ Map roles from SSO groups
β”œβ”€β”€ πŸ“ Inherit department structure
└── πŸ”„ Sync user updates automatically

Role-Based Access Control

User Roles

Organization Admin

Full administrative control over the organization:
Admin Permissions
πŸ”§ Organization Management:
β”œβ”€β”€ βœ… Manage billing and subscriptions
β”œβ”€β”€ βœ… Invite and remove team members
β”œβ”€β”€ βœ… Configure SSO and security settings
β”œβ”€β”€ βœ… Access usage analytics and reports
β”œβ”€β”€ βœ… Manage integrations and connections
└── βœ… Configure organization-wide policies

πŸ€– AI and Content:
β”œβ”€β”€ βœ… Create and manage all agents
β”œβ”€β”€ βœ… Access all conversations and files
β”œβ”€β”€ βœ… Configure AI model access
└── βœ… Manage knowledge bases

Team Member

Standard collaborative access for productive work:
Member Permissions
πŸ€– AI Capabilities:
β”œβ”€β”€ βœ… Create and run personal agents
β”œβ”€β”€ βœ… Access all AI models
β”œβ”€β”€ βœ… Use integrations and tools
β”œβ”€β”€ βœ… Upload and analyze files
β”œβ”€β”€ βœ… Participate in team conversations
└── βœ… Build personal knowledge bases

πŸ‘₯ Collaboration:
β”œβ”€β”€ βœ… Share agents with team members
β”œβ”€β”€ βœ… Join team spaces and conversations
β”œβ”€β”€ βœ… Comment on shared content
└── ❌ Cannot manage other users

Viewer

Read-only access for stakeholders and external collaborators:
Viewer Permissions
πŸ‘οΈ View-Only Access:
β”œβ”€β”€ βœ… View shared conversations
β”œβ”€β”€ βœ… Read shared documents and reports
β”œβ”€β”€ βœ… Access public knowledge bases
β”œβ”€β”€ βœ… Receive notifications and updates
β”œβ”€β”€ ❌ Cannot create or modify content
β”œβ”€β”€ ❌ Cannot run agents or tools
└── ❌ Cannot access integrations

Custom Permissions

Department-Specific Access

Tailor permissions for different organizational needs:
Custom Permission Sets
{
  "marketing_team": {
    "ai_models": ["gpt-4", "claude-3"],
    "integrations": ["social_media", "email", "analytics"],
    "agent_creation": true,
    "file_upload_limit": "100MB",
    "knowledge_base_access": ["marketing", "public"]
  },
  "finance_team": {
    "ai_models": ["claude-4", "gpt-4"],
    "integrations": ["salesforce", "quickbooks"],
    "agent_creation": "admin_approval",
    "file_upload_limit": "500MB",
    "knowledge_base_access": ["finance", "executive"]
  }
}

Project-Based Access

Grant access based on specific projects or initiatives:
Project Access Control
πŸ“ Project Alpha Team:
β”œβ”€β”€ πŸ‘₯ Members: Engineering + Product + Design
β”œβ”€β”€ πŸ€– Agents: Development Assistant, Code Reviewer
β”œβ”€β”€ πŸ”§ Integrations: GitHub, Slack, Figma
β”œβ”€β”€ πŸ“Š Files: Project docs, specs, designs
└── ⏰ Duration: 6 months (auto-expires)

Invitation Management

Invitation Status Tracking

Invitation Dashboard

Monitor all pending and completed invitations:
Invitation Status Overview
πŸ“Š Invitation Dashboard:
β”œβ”€β”€ βœ… Accepted: 24 users (80%)
β”œβ”€β”€ ⏳ Pending: 4 users (13%)
β”œβ”€β”€ ❌ Expired: 2 users (7%)
β”œβ”€β”€ πŸ”„ Resent: 3 users
└── πŸ“ˆ This Month: +8 new members

πŸ“‹ Recent Activity:
- Alice Johnson accepted invitation (2 hours ago)
- Bob Smith invitation pending (3 days)
- Carol Wilson invitation expired (1 week ago)

Invitation Actions

Manage individual invitations effectively:
Invitation Management Actions
⚑ Available Actions:
β”œβ”€β”€ πŸ”„ Resend invitation email
β”œβ”€β”€ ✏️ Edit role and permissions
β”œβ”€β”€ ❌ Cancel pending invitation
β”œβ”€β”€ πŸ“§ Send reminder message
β”œβ”€β”€ πŸ—“οΈ Extend expiration date
└── πŸ“‹ View invitation history

Bulk Operations

Team Import

Import entire teams from external systems:
Team Import Template
email,first_name,last_name,role,department,manager_email
alice@co.com,Alice,Johnson,member,engineering,lead@co.com
bob@co.com,Bob,Smith,admin,product,cto@co.com
carol@co.com,Carol,Wilson,viewer,design,creative@co.com

Mass Permission Updates

Update permissions for multiple users simultaneously:
Bulk Permission Update
{
  "operation": "update_permissions",
  "filter": {
    "department": "marketing",
    "role": "member"
  },
  "changes": {
    "add_integrations": ["instagram", "tiktok"],
    "ai_model_access": ["gpt-4", "claude-3"],
    "file_upload_limit": "200MB"
  }
}

Onboarding Experience

New User Journey

Welcome Email

Comprehensive introduction for new team members:
Welcome Email Template
πŸ“§ Welcome to mixus AI!

Hi [Name],

You've been invited to join [Organization] on mixus! Here's what you can do:

πŸ€– Your AI Capabilities:
- Access to [Model List] AI models
- [Integration Count] integrations available  
- [Storage Limit] file storage
- [Agent Limit] personal agents

πŸš€ Getting Started:
1. Complete your profile setup
2. Join your team space: [Team Name]
3. Try your first AI conversation
4. Explore available integrations

πŸ“š Resources:
- Getting Started Guide: [Link]
- Team Playbook: [Link]
- Support: support@mixus.com

Welcome aboard!
The mixus Team

Guided Setup Process

Step-by-step onboarding for new users:
Onboarding Checklist
βœ… Onboarding Steps:
β”œβ”€β”€ 1️⃣ Account Setup (2 min)
β”‚   β”œβ”€β”€ βœ… Create password
β”‚   β”œβ”€β”€ βœ… Verify email
β”‚   └── βœ… Accept terms
β”œβ”€β”€ 2️⃣ Profile Configuration (3 min)
β”‚   β”œβ”€β”€ βœ… Add profile photo
β”‚   β”œβ”€β”€ βœ… Set preferences
β”‚   └── βœ… Choose notification settings
β”œβ”€β”€ 3️⃣ Team Integration (5 min)
β”‚   β”œβ”€β”€ βœ… Join team spaces
β”‚   β”œβ”€β”€ βœ… Connect integrations
β”‚   └── βœ… Review shared resources
└── 4️⃣ First AI Interaction (5 min)
    β”œβ”€β”€ βœ… Start first conversation
    β”œβ”€β”€ βœ… Try file analysis
    └── βœ… Explore available tools

Training and Resources

Interactive Tutorials

Hands-on learning experiences for new users:
Training Modules
πŸ“š Available Tutorials:
β”œβ”€β”€ 🎯 Basics: "Your First AI Conversation"
β”œβ”€β”€ πŸ”§ Tools: "Using Integrations Effectively"
β”œβ”€β”€ πŸ€– Agents: "Creating Your First Agent"
β”œβ”€β”€ πŸ‘₯ Collaboration: "Working with Your Team"
β”œβ”€β”€ πŸ“Š Advanced: "Data Analysis with AI"
└── πŸ”’ Security: "Best Practices and Compliance"

⏱️ Estimated completion: 30 minutes total
πŸ† Completion badge: "mixus Certified"

Team-Specific Onboarding

Customized training based on role and department:
Role-Based Training
{
  "marketing_team": {
    "required_modules": [
      "social_media_integration",
      "content_creation_agents",
      "analytics_tools"
    ],
    "optional_modules": [
      "advanced_automation",
      "custom_integrations"
    ]
  },
  "engineering_team": {
    "required_modules": [
      "code_generation_tools", 
      "github_integration",
      "technical_documentation"
    ],
    "optional_modules": [
      "deployment_automation",
      "monitoring_agents"
    ]
  }
}

Team Organization

Department Structure

Organizational Hierarchy

Structure teams for effective collaboration:
Organization Structure
🏒 Company Organization:
β”œβ”€β”€ πŸ‘” Executive Team
β”‚   β”œβ”€β”€ πŸ‘€ CEO (Admin)
β”‚   β”œβ”€β”€ πŸ‘€ CTO (Admin)
β”‚   └── πŸ‘€ CMO (Admin)
β”œβ”€β”€ πŸ’» Engineering
β”‚   β”œβ”€β”€ πŸ‘€ Tech Lead (Admin)
β”‚   β”œβ”€β”€ πŸ‘₯ Senior Engineers (Member)
β”‚   └── πŸ‘₯ Junior Engineers (Member)
β”œβ”€β”€ πŸ“ˆ Marketing
β”‚   β”œβ”€β”€ πŸ‘€ Marketing Director (Admin)
β”‚   β”œβ”€β”€ πŸ‘₯ Marketing Managers (Member)
β”‚   └── πŸ‘₯ Content Creators (Member)
└── πŸ’Ό Sales
    β”œβ”€β”€ πŸ‘€ Sales Director (Admin)
    β”œβ”€β”€ πŸ‘₯ Account Managers (Member)
    └── πŸ‘₯ Sales Development (Member)

Cross-Functional Teams

Create project-based teams across departments:
Cross-Functional Setup
🎯 Project Teams:
β”œβ”€β”€ πŸš€ Product Launch Team
β”‚   β”œβ”€β”€ πŸ‘₯ Product (3 members)
β”‚   β”œβ”€β”€ πŸ‘₯ Engineering (4 members)
β”‚   β”œβ”€β”€ πŸ‘₯ Marketing (2 members)
β”‚   └── πŸ‘₯ Sales (2 members)
β”œβ”€β”€ πŸ”§ Platform Team
β”‚   β”œβ”€β”€ πŸ‘₯ Engineering (6 members)
β”‚   β”œβ”€β”€ πŸ‘₯ DevOps (2 members)
β”‚   └── πŸ‘₯ Product (1 member)
└── πŸ“Š Analytics Team
    β”œβ”€β”€ πŸ‘₯ Data Science (3 members)
    β”œβ”€β”€ πŸ‘₯ Engineering (2 members)
    └── πŸ‘₯ Business (2 members)

Access Management

Team Spaces

Organize collaboration around shared objectives:
Team Space Configuration
πŸ“ Marketing Team Space:
β”œβ”€β”€ πŸ€– Shared Agents: Content Creator, Social Media Manager
β”œβ”€β”€ πŸ“Š Shared Files: Brand guidelines, campaign assets
β”œβ”€β”€ πŸ”— Integrations: Social platforms, email tools
β”œβ”€β”€ πŸ’¬ Team Chats: Strategy, campaigns, analytics
└── πŸ“š Knowledge Base: Marketing playbooks, templates

πŸ” Access Control:
β”œβ”€β”€ βœ… Marketing team: Full access
β”œβ”€β”€ βœ… Leadership: View access
β”œβ”€β”€ βœ… Related teams: Specific resource access
└── ❌ Other departments: No access

Resource Sharing

Control access to agents, files, and integrations:
Resource Sharing Configuration
{
  "shared_agents": {
    "customer_support_bot": {
      "access": ["support", "sales", "leadership"],
      "permissions": {
        "support": "full",
        "sales": "run_only", 
        "leadership": "view_only"
      }
    }
  },
  "shared_integrations": {
    "salesforce": {
      "access": ["sales", "marketing", "support"],
      "data_scope": {
        "sales": "full_access",
        "marketing": "read_leads",
        "support": "read_customers"
      }
    }
  }
}

Best Practices

Invitation Strategy

  1. Plan Your Team Structure
    Planning Checklist
πŸ“‹ Pre-Invitation Planning: β”œβ”€β”€ 🎯 Define team objectives and use cases β”œβ”€β”€ πŸ‘₯ Identify key stakeholders and champions β”œβ”€β”€ πŸ” Plan permission and access levels β”œβ”€β”€ πŸ“š Prepare onboarding materials β”œβ”€β”€ πŸ”— Set up necessary integrations └── πŸ“ˆ Define success metrics

2. **Gradual Rollout Approach**
   ```text Rollout Strategy
πŸ“ˆ Phased Implementation:
   
   Phase 1: Core Team (Week 1-2)
   - Invite team leads and champions
   - Set up basic workflows and agents
   - Gather initial feedback
   
   Phase 2: Extended Team (Week 3-4)
   - Invite power users and early adopters
   - Expand integration usage
   - Refine processes based on feedback
   
   Phase 3: Full Organization (Week 5+)
   - Invite remaining team members
   - Scale successful workflows
   - Provide ongoing training and support
  1. Communication and Change Management
    Communication Plan
πŸ“’ Communication Strategy: β”œβ”€β”€ πŸ“§ Pre-announcement: β€œAI tools coming to our team” β”œβ”€β”€ πŸŽ“ Training sessions: Hands-on workshops β”œβ”€β”€ πŸ‘₯ Champions program: Internal advocates β”œβ”€β”€ πŸ“Š Regular updates: Progress and success stories └── πŸ’¬ Feedback loops: Continuous improvement

### Security and Compliance

1. **Access Control Best Practices**
   - Use principle of least privilege
   - Regularly review and audit permissions
   - Implement approval workflows for sensitive operations
   - Monitor user activity and access patterns

2. **Data Protection**
   - Ensure new members understand data policies
   - Configure appropriate data retention settings
   - Limit access to sensitive information
   - Regular security training and updates

3. **Compliance Management**
   - Document all permission changes
   - Maintain audit trails for access grants
   - Regular compliance reviews and assessments
   - Incident response procedures

## Troubleshooting

### Common Invitation Issues

#### Email Delivery Problems
**Problem**: Invitation emails not being received  
**Solutions**:
- Check spam/junk folders
- Verify email address spelling
- Add mixus.ai to email whitelist
- Try alternative email address
- Contact email administrator about filtering

#### Account Setup Difficulties
**Problem**: Users cannot complete account setup  
**Solutions**:
- Verify invitation link hasn't expired
- Clear browser cache and cookies
- Try different browser or device
- Check corporate firewall settings
- Resend invitation with fresh link

#### Permission Access Issues
**Problem**: New users cannot access expected resources  
**Solutions**:
- Verify role assignment is correct
- Check department-specific permissions
- Confirm team space memberships
- Review integration access settings
- Allow time for permission propagation

### Organization Management

#### Role Assignment Conflicts
**Problem**: Users have incorrect or conflicting permissions  
**Solutions**:
- Review organizational hierarchy
- Check for overlapping role assignments
- Verify department mappings
- Use bulk update tools for consistency
- Document permission inheritance rules

#### Integration Access Problems
**Problem**: Team members cannot access shared integrations  
**Solutions**:
- Verify integration sharing settings
- Check individual user permissions
- Confirm integration authentication status
- Review organization-level integration policies
- Test integration access with test account

## Related Features

- [Real-time Collaboration](/multiplayer/realtime) - Work together on AI projects
- [Team Spaces](/multiplayer/spaces) - Organize team collaboration
- [Security Settings](/security/overview) - Manage organizational security
- [Organization Management](/organization/overview) - Advanced org administration

## What's Next?

Ready to build your AI-powered team? Here are your next steps:

1. **[Plan your team structure](/organization/planning)** and identify key members
2. **[Set up integrations](/integrations/setup)** your team will need
3. **[Create shared agents](/agents/creating)** for common workflows
4. **[Configure team spaces](/multiplayer/spaces)** for organized collaboration

---

*Need help with team invitations or organization setup? Contact our [team success specialists](mailto:support@mixus.com) or schedule a [team onboarding session](/support/onboarding).* 
⌘I