Tutorial 06

Invite your first teammate

Why this matters

On the Team plan or higher, you can bring teammates into your Auxot account. Today, you’ll send your first invite. (On Free tier, your account is solo by design — bringing in others is one of the reasons to upgrade. Skip this tutorial unless you’re upgrading soon.)

Bringing a teammate in isn’t just adding a login. It’s giving them access to the agents you’ve already built, the context files you’ve already attached, and the work those things are already doing. They walk into a setup that already knows your business — they don’t have to start from scratch.

The trick is picking the right role. A standard User can chat with your agents and use them for work. An Admin can shape the system itself — invite more people, manage credentials, create company-wide context files. (On Business and Enterprise, there are additional team-level roles for finer access — Member, Admin, Owner — covered below.)

Inviting a teammate gives them access to the agents you’ve built, the context files you’ve added, and the AI models you’ve connected. They land inside a setup that’s already doing real work.

Today, send your first invite. Tomorrow, your agents are working for someone else too.

Quick start

1. Sign in — open Auxot in your browser and log in.
2. Open Users settings — click Settings in the left menu, then Users.
3. Click Invite User — top right of the Users card.
4. Fill in the form — email and an org role (User or Admin). On Business and Enterprise, also pick a team and team role.
5. Copy the invite link and send it — Auxot doesn’t auto-email; you copy the link and pass it along however you like (email, Slack, however your team communicates).

Done? Your teammate has the link. When they click it, they’ll sign up and land inside your Auxot account with the role you picked.

The agent can do that?

Inviting someone is two minutes of clicking. The Admin Agent can turn those two minutes into a whole onboarding plan. These three prompts each put a different part of his specialty to work.

1. Have the Admin Agent draft the welcome message

When you copy the invite link, you have to paste it somewhere with some context. Don’t write that context yourself — open chat with the Admin Agent and ask:

I'm about to invite [name] to my Auxot account as a [role — e.g., "head of marketing"]. Draft me a welcome message I can send along with the invite link that:
- Tells them which agents I've already built and what each one is for
- Tells them which context files exist and what they cover
- Suggests two or three things they should try in their first week
Make it sound like a real person wrote it, not a manual.

Why it’s non-obvious: The Admin Agent already knows everything about your account — every agent, every context file, every setting. You don’t have to remember and write it all yourself. He drafts a personalized “welcome to our Auxot setup” message that the new teammate can actually follow. Way better than “click the link and figure it out.”

2. Plan the new person’s first three days

Same chat, follow-up:

A new [role — e.g., "junior sales rep"] is joining our team next week. Looking at my Auxot setup, what agents should they have access to first, what context files should they read, and what's a good "first three days" plan to get them productive without overwhelming them?

Why it’s non-obvious: The Admin Agent has full visibility into your setup. Use it to plan the new person’s onboarding instead of figuring it out yourself. The output is a specific list of agents, files, and first tasks — you can paste it directly into the welcome message you just drafted.

3. Have the Admin Agent push back on the role you picked

This is the inverted-usage move. Before you click Create Invite, run the role choice past the Admin Agent:

I'm about to invite [name] to my Auxot account as [role you picked — e.g., "Org Admin"]. Given what they'll actually be doing here, is this the right role? Talk me out of it if I'm overscoping their permissions, or push for a higher role if I'm underscoping. Be blunt.

Why it’s non-obvious: Most admins, when they’re uncertain about a role, default up — make everyone an Admin to avoid the awkwardness of having to grant permissions later. That’s how you end up with five admins and a fuzzy audit trail. The Admin Agent reads what the person will actually do and pushes back if you’re overscoping. Small-scale governance you didn’t have to schedule a meeting for.

Go deeper

The two role hierarchies — org and team

Auxot has two layers of roles, and which ones you see depends on your plan.

Org-level roles (always present):

• User — uses the system. Chats with agents, creates Personal context files, manages their own API keys.
• Admin — manages the system. Everything a User does, plus inviting and removing users, managing licenses and credentials, creating Org-scoped context files.

Team-level roles (Business and Enterprise only):

• Member — uses the team’s agents and shared resources.
• Admin — configures the team’s agents, tool policies, and context files; manages team membership.
• Owner — same as Admin, plus exclusive authority over membership and role changes for that team.

A person can be a User at the org level and an Admin or Owner at the team level — those are independent. Someone might have only “use the system” rights for the company overall but full management rights inside their own team.

Why no automatic email

Auxot in its current version doesn’t send the invite email for you — it generates a link, you share it. The form copy mentions “send an email invite,” which is a known mismatch with the actual behavior; the link-copy flow is the real one.

There’s an upside: you control the message. You can paste the link into a Slack thread that already has context, into an email with your own welcome note, or into a project management tool where the new person is already expected. (And you can run the welcome note through the Admin Agent first — see Power Move 1 above.)

Troubleshooting

• The Invite User button is grayed out or missing. Your role doesn’t have permission to invite — typically because you’re a User, not an Admin. Ask whoever admins the account.
• You’re on Free tier. Free tier is solo-only and the invite functionality is disabled. The page itself says: “On the Free plan, this workspace is limited to one user on one team. Upgrade when you are ready to invite others.”
• Your teammate clicked the link and got an error. The link expired (7-day limit) or was revoked. Create a fresh invite from the Users page and send the new link.
• You picked the wrong role. Open Active Invites, find the pending invite, and adjust the role from there before they accept. After acceptance, you can change roles from the Users card.
• Your teammate signed up but doesn’t see the agents you built. They probably got assigned to a different team than the one with those agents. On Business/Enterprise, check their team assignment in the Users card.

Variations & edge cases

• One person, multiple teams. On Business and Enterprise, a single user can belong to multiple teams with a different role per team. Useful for managers who oversee several teams without being a global Org Admin.
• Promoting and demoting. Role changes happen in the Users card after the person has joined. Promotions and demotions are immediate; no notification is sent.
• Revoking an invite. Go to Active Invites, find the pending invite, and revoke it. The link stops working immediately. The same email can be re-invited later.
• Re-inviting after expiry. Expired invites stay listed under Active Invites until you revoke them. To re-invite, revoke the old one and create a new one.
• Teams require Business or Enterprise. On Team plan, every user is in the single auto-created team — you can’t have multiple teams. To split your account into separate teams (sales vs. engineering, etc.), you’d upgrade to Business.

Walkthrough

Step 1: Sign in

Open Auxot in your browser and sign in.

Step 2: Open Users settings

Click Settings in the left menu, then Users. You’ll see a card listing everyone currently on the account, plus a card called Active Invites where pending invitations live until they’re accepted.

The page’s own helper text explains what each tier can do here. On Team plan: “On a Team plan, you can invite teammates and manage roles in your workspace team.” On Business or Enterprise: “On a Business plan, you can invite teammates, assign them to teams, and choose organization-wide or team roles for each person.”

Step 3: Click Invite User

Click Invite User at the top of the Users card. A modal opens with the title Invite User and the description: “Send an email invite with a sign-up link. New users join as team members; assign org or team admin roles after they accept.”

(Worth noting now: despite that copy saying “send an email invite,” Auxot doesn’t actually send the email — it generates a link for you to share manually. More on that in Step 5.)

Step 4: Fill in the form

A few fields, with what each one means:

a. Email. Your teammate’s email address. This is what the invite is keyed to — when they click the invite link, they’ll create an account with this email.

b. Org role. Two choices:

• User — standard access. Chats with agents, uses what’s been set up, can create their own personal context files. Cannot invite other people, manage credentials, or create company-wide context files.
• Admin — full management access. Everything a User can do, plus inviting and removing other users, managing credentials and licenses, creating Org-scoped context files, configuring agents.

Tip: When in doubt, pick User. You can promote someone to Admin later. Most teammates don’t actually need Admin access — they just need to use what you’ve built.

c. Team (only appears on Business or Enterprise plans). Pick which team the new person belongs to. The form’s own helper says: “Choose the team they should join when your plan has more than one team; on a single-team plan, the default team is used.”

d. Team role (only appears if you picked a team):

• Member — uses the team’s agents and credentials.
• Admin — configures the team’s agents, tool policies, and context files; manages team members.
• Owner — same as Admin, plus exclusive control over team membership and role changes for that team.

When you’re done, click Create Invite.

Step 5: Copy the invite link and send it

After you submit the form, Auxot generates an invite link and shows it to you with a copy button. Click Copy and paste the link into wherever you talk to your teammates — email, Slack, Teams, a text message, anywhere.

The link is good for 7 days. If your teammate doesn’t click within a week, the link expires; you’d just create a new invite. You can also revoke an invite anytime from the Active Invites card if plans change.

When your teammate clicks the link, they land on a sign-up page, set their password and name, and they’re in — already a member of your Auxot account, with the role you picked.

What’s next

• → Tutorial 07: Create an agent from scratch — now that there’s more than one of you, build agents that serve specific people on your team.
• → Tutorial 08: Define a tool policy — control what your agents can actually do, especially as more teammates start using them.
• → Tutorial 11: Create a shared Team API Key — for automations the whole team relies on, a Team API Key keeps working as people come and go.

Reference

• Pages in Auxot: Settings → Users
• Org roles: User, Admin
• Team roles (Business/Enterprise only): Member, Admin, Owner
• Invite delivery: manual link (copy and share); no auto-email
• Invite expiry: 7 days
• See also: Tutorial 04: Add your first context file, Tutorial 05: Give your agent its job description