Users and teams
Bring your colleagues into AgentOS, so they can talk to Boosty, work with your agents and share the same data. Each person has their own chats with Boosty.
Open Settings > General > Users and teams, or Users and teams in the menu under your avatar. It holds four pages:
| Page | What it is for |
|---|---|
| Users | Everyone in your system, under Active users and Inactive users. New user creates an account. |
| Invitations | The invitations you sent, with their state. Invite user to system sends new ones. |
| Categories | Groups people in any way that fits your company. |
| Teams | Groups people who work together, such as Sales or Support. |
Users and teams appears when your plan includes more than one user. Admins manage it.
Which role does a new person get?
Everyone you invite or create joins as an Admin, with access to all of AgentOS. The Role field shows Admin and needs no choice. A person who already has the User role keeps it, and you can raise them to Admin at any time.
How do I invite a colleague?
- Open Invitations and click Invite user to system.
- Enter the person's Email and choose their Language.
- To invite more people at once, click Add user for another row, up to five rows.
- Click Invite.
Each person gets an email with their sign-in details. They add their own name when they first sign in.
The Status column shows Invitation pending until the person accepts, then Invitation accepted. To withdraw a pending invitation, delete it in its row.
How do I create an account for someone?
Open Users and click New user. Fill in:
- Username and Email. The username stays as you set it.
- First name, Last name and Phone.
- Status, and Assigned teams and categories.
- A Profile picture, or a User color for their initials.
Save. The person gets an email with a generated password. To change their details later, open them in Users.
How many people can I add?
As many as your plan's Users and Admins allow. Every new person is an admin, so each one takes a user seat and an admin seat. When the seats are full, Invite and Add user tell you so. Upgrade your plan to add more people. See Plan and billing.
Do agents count as users?
No. Agents are members of your workspace too, but they never sign in and take no seat on your plan. You manage agents in Settings > AgentOS > Agents. See Your AI team.
How do I organize people into teams and categories?
- Open Teams and click Create Team. Give it a Name, and if you like a Profile picture or a Team color.
- Open each person in Users and add the team under Assigned teams and categories.
When you give a team access to a space, everyone in it gets that access, including people who join the team later.
Categories work the same way, with Create Category. One category is the Default. To change it, set another category as the default.
How do I remove someone?
Open Users and choose Archive in the person's row. They move to Inactive users and can no longer sign in. What they created stays in your system. To bring them back, choose Retrieve from the archive.
Every system keeps at least one active admin, so the last one stays active. Teams and categories are archived the same way.
Next: Your profile and security, or Talk to Boosty to see what your colleagues can do from day one.
