Account

Organization Members

View as Markdown

Location: On app.smallest.ai/dashboard, click the settings icon in the bottom-left of the sidebar to open the Settings panel. Organization-level controls are grouped into tabs: Workspace, Members, Company, Usage, Alerts, Billing & Invoices, and Explore Plans.

Settings

Settings panel

Workspace

The Workspace tab shows organization-level account details:

FieldDescription
User NameYour display name
Organization IDUnique identifier for your organization (click to copy)

Members

Manage who has access to your organization from the Members tab. Invite new members and see the status of existing ones.

Invite a member

  1. Open the Settings panel and select the Members tab
  2. Under Add Guests, enter one or more email addresses (comma-separated)
  3. Click Invite
  4. The invitee receives an email to join your organization

Member details

The members table shows:

ColumnDescription
EmailThe member’s email address
StatusActive or Pending (invitation sent but not yet accepted)
RoleAdmin or Member

Roles

RoleAccess
AdminFull access. manage agents, campaigns, settings, billing, and team members
MemberStandard access. work with agents and campaigns; no team or billing management