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Invite colleagues from Settings, then Members, at dashboard.brilo.ai/settings/members. There is no per person charge on any plan. Only the workspace owner can send invitations, and everyone who accepts gets the same access to your workspace, apart from the owner’s control of billing and membership.

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Before you start

  • You must be the workspace owner. If you are not, the Invite Members button is not shown, and the owner is whoever created the workspace.
  • The email address each person will use to sign in. An invitation is tied to that address.
  • Inviting people is free on every plan, including Free. See Plans and what they include.

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Steps

1

Open Settings, then Members

Go to dashboard.brilo.ai/settings/members, or open Settings in the dashboard and choose Members. You will see everyone currently in the workspace, with the owner marked Owner.
2

Choose Invite Members

Select Invite Members. If you cannot see the button, you are not the workspace owner, and the owner needs to send the invitation instead.
3

Enter their email address

Type the address into Invitee Email. Use the address they will actually sign in with, since the invitation is tied to it, and check the spelling before you send: a typo means the invitation goes nowhere and nothing tells you.
4

Send it

Send the invitation. You will see Invite sent successfully, and the pending invitation appears in the Members list until it is accepted.
5

Have them accept it

They get an email with a link. Following it creates their account and joins them to your workspace. Invitations expire, so ask them to accept it rather than leaving it a fortnight.

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You will know it worked when

  • They appear in the Members list.
  • They can sign in and see your agents, your call history, and your reports.

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What your colleagues can do

Everyone in the workspace shares the same access, so treat an invitation as full access to the workspace rather than a limited view. There are no configurable roles, so you cannot currently give somebody a read only view or hide call recordings from them. See Who can do what.

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Cancelling an invitation before it is accepted

A pending invitation can be withdrawn. Open its options in the Members list and choose Delete Invite. Do that if you sent it to the wrong address, then send a fresh one to the right one.

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Removing somebody

The owner removes a member from the Members list using Delete. Do it the day they leave rather than at the end of the month, since a member keeps full access to your agents and your call recordings until they are removed. Removing somebody does not delete anything they created. Their agents, uploads, and call history stay in the workspace.

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If it did not work

You cannot see the invite control. You are not the workspace owner. Ask whoever created the workspace. Your colleague never got the email. Ask them to check spam, and confirm the address you used is the one they read mail on. If it has been a while, the invitation may have expired: send a new one. They accepted but see nothing. Check they signed in with the invited address rather than a different one, which is the usual cause.

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FAQ

There is no per person limit or charge on any plan, so invite everyone who needs to hear calls or read reports. Every plan includes team members, including Free.
No. Brilo charges for your plan, your call minutes, and your phone numbers, not per user. Adding five colleagues costs nothing. See How billing works.
Only the workspace owner, which is whoever created the workspace. Everyone else does not see the invite control at all, so if it is missing you are not the owner.
Not today. Everyone in the workspace can see agents, calls, and recordings, and there are no configurable roles or permissions. Invite people on that basis, and if you need restricted access, tell support@brilo.ai so it counts towards building it.
Yes. Everyone in the workspace can edit agents, upload knowledge, and change actions. If you want to protect a working agent from an accidental edit, save a version first so you can roll back. See Versions.
No. A workspace has one owner, who controls billing and membership. Bear that in mind when deciding whose account creates the workspace, since the owner is the only person who can manage the subscription.
The owner opens their options in the Members list and chooses Delete. Do it the day they leave, because until then they keep full access to your agents and your call recordings. Nothing they created is deleted.
Usually spam, a mistyped address, or an invitation that has expired. Confirm the address, cancel the old one with Delete Invite, then send a fresh invitation rather than waiting on it.
Yes. Open the pending invitation’s options in the Members list and choose Delete Invite. Do that whenever one has gone to the wrong address, rather than leaving it live.