Adding and removing team members

Managing your team in Intelo is straightforward. From Settings, then Team, you can see all current members, their roles, and their status. Only users with the Admin role can add or remove team members.

To add a new team member, click "Invite Members" and enter their email address. Choose the appropriate role: Admin for full workspace control, Member for standard access, or Viewer for read-only access. The new member will receive an email invitation with a link to join your workspace. You can invite multiple people at once by entering comma-separated email addresses.

To remove a team member, find them in the team list and click the three-dot menu next to their name, then select "Remove from workspace." The removed member will immediately lose access to the workspace. Their previously synced personal data (emails, messages) is removed from the workspace, but any shared notes or contributions to team resources are preserved.

Changing a member's role is also done from the team list. Click the role label next to a member's name to see the available roles and select the new one. Role changes take effect immediately. Be careful when removing the Admin role from yourself, as you will need another Admin to restore it.