Members and teamspaces
Shared workspaces have members and, optionally, teamspaces. This page covers how to invite people, what each role can do, and how to group members into teamspaces when one workspace serves multiple sub-teams.
Roles
Every member of a shared workspace has one of three roles. Roles control what a person can change, not what they can ask Cloa.
| Role | Chat with Cloa | Manage members | Edit workspace settings | Manage billing |
|---|---|---|---|---|
| Owner | Yes | Yes | Yes | Yes |
| Admin | Yes | Yes | Yes | No |
| Member | Yes | No | No | No |
A workspace has exactly one Owner. Ownership can be transferred to another member as a separate action (it isn't done through the role picker). Admins can do everything an Owner can except change the plan, update payment methods, or delete the workspace.
Inviting members
The simplest way to bring people in is an invite link — generate it once and share it however you like.
- Open the workspace and go to Workspace Settings → Teamspaces & Members.
- In the Invite people card, tap Generate Invite Link.
- Copy or Share the link with the people you want to add.
Anyone who opens the link signs in to Cloa (or creates an account if they don't have one yet), confirms they want to join, and lands in the workspace — they show up in the members list and can start chatting with the workspace Cloa right away. New members join as Member and are added to the default teamspace.
If a link has been shared too widely, you can Regenerate it (which replaces the old one) or Revoke it from the Invite Link section of Workspace Settings. Anyone holding the old link can no longer join.
Inviting by email
You can also invite a specific person by email. On the Workspace Settings page, tap Invite by Email, then:
- Enter the person's email address.
- Choose a role — Admin or Member.
- For Organization workspaces with more than one teamspace, optionally pick which teamspaces they join.
- Tap Send Invite.
Removing a member
To remove someone from the workspace:
- Go to Workspace Settings → Teamspaces & Members → All Workspace Members.
- Tap the ⋯ menu next to the member you want to remove.
- Tap Remove from Workspace.
Removed members lose access to the workspace channel and any teamspaces they belonged to. Their personal Cloa account is unaffected.
Owners cannot be removed directly. To remove an Owner, first transfer ownership to another member, then remove the previous Owner.
Teamspaces
Teamspaces are nested groups within a workspace. Each teamspace has its own member list and its own agent. Use teamspaces when one workspace serves multiple sub-teams that want their own Cloa context.
A member of a teamspace must also be a member of the parent workspace. Removing someone from the workspace removes them from every teamspace they belonged to.
When to use teamspaces
Teamspaces fit situations where one billing entity covers several distinct teams that want their own agent and context. Common examples:
- A company with separate Engineering, Design, and Operations teams who each want their own agent.
- An agency that runs multiple client projects under one workspace and keeps each client in its own teamspace.
- A founding team that adds a dedicated teamspace for advisors or contractors without folding them into the main team.
If your workspace only has one team, you don't need teamspaces.
Creating a teamspace
- Go to Workspace Settings → Teamspaces & Members.
- Tap New Teamspace.
- Enter a name and pick an emoji.
- Optionally add members from the workspace, then tap Create.
The person who creates a teamspace is added as its first member automatically.
Adding members to a teamspace
Open the teamspace detail screen and tap Add. You can only add people who are already members of the parent workspace. Tap a name from the list to add them.
To remove someone from a teamspace without removing them from the workspace, open the teamspace, tap the ⋯ menu next to their name, and choose Remove from Teamspace.
What each teamspace gets
Every teamspace has:
- Its own member list, separate from the parent workspace's full roster.
- Its own agent, so each sub-team has a dedicated Cloa to talk to.
- Shared workspace memory, for now. Cloa draws on the parent workspace's context when answering inside a teamspace.
Coming soon
A few teamspace capabilities are on the roadmap:
- Granular per-teamspace memory, so each teamspace builds its own context independent of the parent workspace.