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Inviting Team Members

You can invite people to collaborate inside a company. Each invited member gets their own login, sees the company's chats, and uses the company's shared knowledge, integrations, and credits.

Inviting a member

  1. Click your profile avatar in the top-right corner.
  2. Click Invite Members.
  3. Type or paste one or more email addresses (separated by spaces, commas, or new lines).
  4. Choose a role: Member or Admin.
  5. Click Invite Members.

The invited people receive an email with a sign-up link. Once they accept, they appear in the members list.

Roles

Toffu has three roles inside a company:

RoleCan do
OwnerEverything. Manages billing, invites, removes anyone, deletes the company. There is exactly one Owner per company - the person who created it. The Owner cannot be removed.
AdminInvites and removes members, changes roles, manages integrations and knowledge. Cannot delete the company or change billing.
MemberUses the company: chats, runs tasks, uses integrations and knowledge. Cannot invite or remove anyone.

Only the Owner and Admins can invite, remove, or change roles.

Member limits per plan

How many people you can invite depends on your plan:

PlanMembers
Free1 (you)
Business1 (you)
ScaleUp to 3
GrowthUp to 5
AgencyUnlimited
EnterpriseUnlimited

If you try to invite past your limit, you'll be prompted to upgrade.

Changing a member's role

  1. Open Invite Members from your profile menu.
  2. Find the member in the list.
  3. Use the role dropdown next to their name to switch between Member and Admin.

Removing a member

  1. Open Invite Members.
  2. Find the member in the list.
  3. Click the trash icon and confirm.

The Owner cannot be removed. To transfer ownership, contact support@toffu.ai.

Teams (optional, for larger companies)

Inside a company you can also create Teams - smaller groups for organizing work (for example, "SEO Team" or "Paid Ads Team"). Teams are optional and only useful when many people share the same company.

A team has its own roles:

  • Lead - manages the team's members
  • Member - belongs to the team

To create a team, go to Teams in the sidebar and click Create Team. To add people to a team, open the team and use Add Members (you can only add people who are already members of the company).

Common questions

Do invited members each need their own credits? No. Credits are per company, not per user. Every member shares the same credit pool.

Can a member belong to more than one company? Yes. Someone can be invited to multiple companies and switch between them using the company switcher in the top-right.

What happens to a member's chats when they're removed? Chats remain in the company. Removing a member only revokes their access.

How do I get the Owner role transferred to someone else? Email support@toffu.ai.