Manage your team

Invite teammates, change roles, remove people, and see what admins and members can do.

Account and login4 min read
On this page
  1. Overview
  2. Invite people
  3. Change a role
  4. Remove someone
  5. What admins and members can do
  6. Related articles

Viktor has two roles: admin and member. Admins manage the team in Settings > Team, and any member can open the page to see who is on it. Inviting people doesn't change what you pay for your plan, because there are no per-seat charges. See Change your plan.

Invite people

Only admins can invite.

  1. Open Team in Settings. You land on the People tab.

  2. Type an email address in the search box, or paste a whole list.

  3. Under Invite by email, click Send invite.

Tip

In a Slack workspace, the Invite your teammates to Viktor list shows people in Slack who haven't joined yet. Click Invite via Slack next to a person. In Microsoft Teams, the same card has Open in Teams, which copies an invite message and opens a new Teams chat.

After you invite someone

  1. They get the invite as a Slack message if their email is in your Slack workspace, and by email if not.

  2. They show under Pending invites until they accept. From there you can click Resend, or open More options and choose Revoke invite.

  3. They sign in with the email address the invite went to, and join as a member.

  4. An invite is valid for 7 days. After that, send it again.

Good to know

In Slack, people can already talk to Viktor in channels without joining the team. Joining lets them connect their own tools and manage their own Spaces.

Viktor can also invite people himself. With Automatic teammate invites on, Viktor sends a direct message to people in your connected Slack workspace inviting them to join. Admins can turn it on or off on the Settings tab of Team.

Change a role

Only admins can change roles.

  1. On the People tab, click the person.

  2. On the Access tab, choose Admin or Member under Role. The change saves right away.

Good to know

You can't change your own role. If your workspace has no admin left, see An admin left, or I need admin rights.

Remove someone

Only admins can remove people.

  1. On the People tab, open More options on the person's row and choose Remove member.

  2. Click Remove to confirm.

What changes:

  • The person is signed out of the workspace in the Viktor app.
  • Their personal API keys stop working.
  • A workspace admin takes over the access settings of Spaces they managed, and can pick a new access manager for docs they managed. See Take your work with you or hand it over.
  • You can't remove yourself this way. To leave a workspace, see Delete your account and data.

In a Slack workspace, Check Slack members on the People tab checks every member against Slack and removes anyone Slack marks as deactivated or deleted.

Good to know

Removing someone from the team doesn't block them from messaging Viktor in Slack. To block a person there, an admin adds them to Blocked people under Who can use Viktor in Settings > Permissions.

What admins and members can do

WhatAdminsMembers
Chat with Viktor and use docs, Spaces, skills and scheduled tasksYesYes
Connect appsYesYes, unless an admin turned off Connect new integrations in Permissions
Invite and remove people, change rolesYesNo
Create groupsYesNo
See UsageYesNo
Open PermissionsYesNo
BillingCan change the plan and payment detailsCan open the page, but not change it
Choose who can open a doc or SpaceAny doc or SpaceThe ones they manage
Create API keysPersonal and team keysPersonal keys

Groups, on the Groups tab, bundle teammates so Spaces and private integrations can be shared with many people at once.

Need a hand?

Can't remove someone, or see a message that a record owns Viktor's workspace data? Email support@viktor.com with your workspace name.

Did this help?

4 min read. Part of Account and login.

Still stuck?

Email User Operations and tell us what you tried.

support@viktor.com