Members & Teams

Invite colleagues, assign roles, and group people into teams for more focused collaboration.

In Kasimir, an entire company (a single "tenant") collaborates in one protected workspace. Members controls who has access and with which permissions; Teams groups those people into sub-groups for more focused collaboration and permissions. Both areas live under Administration and are reserved for administrators.

Where to find Members & Teams

Open Administration (menu on the Kasimir logo), then choose:

• Members – the list of everyone in the company plus invitations.

• Teams – sub-groups within the company.

Understanding roles

Every person in the company has exactly one company role. It determines what they can manage.

Key details:

• Inviting is allowed for Owner and Administrator.

• Removing members is reserved exclusively for the Owner. You cannot remove yourself.

• When inviting, you can only assign the Member or Administrator role. The Owner role is not assigned this way.

• Finer-grained permissions are set under Roles and permissions: a matrix per permission for Admin and Member; only the owner can change the Admin column. By default, members may for example not share agents, workflows and skills with teams, projects or the whole company, connect integrations, install skills or manage company knowledge.

• Admins can only save company settings in Administration with the Manage workspace settings permission (on by default).

Managing members

The member list

The Members page shows each person with avatar, name, and email address. On the right you see the role (Owner, Administrator, or Member) and their last sign-in, e.g. Last active 3 days ago or Never signed in. Your own entry is marked (You).

Inviting a member

1. Click + Invite member at the top right.

2. Enter the Email address in the dialog.

3. Choose the Role: Member (default) or Administrator.

4. Click Send invite.

Kasimir then sends an email titled "Invitation to [company name] on Kasimir" with a personal join link. After a successful send, the confirmation Invite sent to … appears.

Pending invitations

Until an invite is accepted, it appears under Pending invitations. Each entry shows the email address, the intended role, and the expiry date, plus a delivery status:

• Email sent – the invite was sent (possibly with the number of attempts and notes such as Reminder 2 sent).

• ⏳ Sending – the send is still in progress.

• Send failed – the send failed; the exact error message is shown next to it.

• Declined by recipient on … – the person declined the invitation via the link in the email. Resend and Copy link are then no longer available.

Three actions are available per invite:

• Resend – sends the email again and resets validity.

• Copy link – copies the direct join link (…/invite/…), which you can pass along e.g. via chat. For security reasons, the person creates their account via the link in the invitation email: opening the copied link offers to send them the confirmation link by email.

• Revoke – invalidates the invite.

What happens on acceptance

When the invited person opens the link, Kasimir automatically guides them through the right step, depending on whether an account already exists:

• Already signed in: one click on Accept invite is enough.

• Existing account with a password: Sign in & join (name optional).

• Invited but no password set yet: Set password & join.

• Brand new: create an account with name and password (at least 12 characters), then Create account & join.

Afterwards the person lands in the chat and is a member of the company. Join links are valid for 7 days. If the person doesn't accept, Kasimir automatically sends a reminder every 5 days, at most three times; each reminder makes the link valid for another 7 days. After that the invitation expires. The invited person can also decline via a link in the email – then no further reminders are sent. Expired, already-accepted, or revoked links show a corresponding notice.

Auto-join by domain

Instead of inviting each person individually, you can go to Administration → Access and, in the Auto-join by domain section, decide that everyone who signs in with a particular company domain is added as a member immediately.

• Primary company domain – prevents anyone with this domain from accidentally creating a second company.

• Domains with automatic join – anyone signing in with one of these domains via SSO or magic link becomes a member directly.

Teams

Teams group people – such as Marketing, Sales DACH or Product. Every team has its own team page with chats, artifacts, prompts, files and notebook; projects can be assigned to a team. How teams work day to day is described on the Teams page.

Creating a team

1. Under Administration → Teams, click Create team at the top right.

2. Enter a name (required) and optionally a description.

3. Confirm with Create. Whoever creates the team becomes its lead.

Members and roles

In the team detail view you add company members and give each a team role: Member, Editor (may change and remove other people’s team content) or Lead (additionally manages members, roles and the team itself). A team’s last lead cannot leave, be demoted or be removed – unless an owner or administrator does it.

Deleting a team

The lead, owners and admins delete a team via Delete team. Memberships as well as team chats, artifacts, prompts, files and the sources of team folders are removed. When you delete the team from its team room (Members tab → Delete team), you can move the team’s notebook pages into your personal area; under Administration → Teams they are always deleted too. The people remain company members.

Frequently asked questions

• An invited person did not receive an email. Check the delivery status under Pending invitations. Use Resend or Copy link and send the join link directly.

• The join link no longer works. Links expire after 7 days; each automatic reminder extends them by 7 days. Click Resend to reset validity.

• I cannot see Administration. The Members and Teams areas are only visible to the Owner and Administrator.