Workspace Management
Your workspace is where everything in Agently lives: Jarvis, your knowledge, cards, pages, connections and team. This guide covers settings, your team, and how to give Jarvis the right context.
Settings
Choose Settings in the sidebar. It has seven tabs:
- Profile, your name and account
- Workspace, the workspace name, and for the owner, deleting the workspace
- Models, connecting your own Claude or ChatGPT plan
- Billing, your plan, credits and invoices (owner only)
- Team, members and pending invitations
- API keys, credentials for the MCP server
- Privacy, downloading your data, cookie choices, and deleting your account
Your team
Inviting someone
- Go to Settings → Team.
- Add a team member by email and send the invitation.
They get an email with a link. It opens in the browser: they choose Sign in to accept and sign in with the email the invitation was sent to. Invitations expire after 7 days. Pending invitations show on the same page, where you can cancel them.
Roles
| Role | What they can do |
|---|---|
| Owner | Everything: billing, deleting the workspace, transferring ownership. One per workspace |
| Admin | Manage the workspace and its members. No billing |
| Member | Use everything: Jarvis, Brain, Work, Routines, Pages. Their personal knowledge stays private |
New people join as Members. Owners and admins can invite and remove members, and the owner can transfer ownership from Settings → Team.
Removing someone
Owners and admins can remove a member from Settings → Team. They lose access to the workspace straight away.
The company profile
Jarvis works best when it knows your business. During setup, Agently reads your website and builds a company profile: what you do, your products and pricing, who you sell to, your market and your voice. It's in Brain → Company, with where each fact came from. Choose Read the Brain again to refresh it as you add knowledge, and add brand guidelines and key messaging to the Brain as notes or documents.
More than one workspace
You can belong to several workspaces, for example if you run more than one business or work with clients who each have their own. Switch between them from the workspace menu in the sidebar. Each workspace has its own Brain, connections, billing and team.
Deleting a workspace
Only the owner can, from Settings → Workspace, under the danger zone. Cancel any paid plan first. Deleting is permanent.
Tips
- Feed the Brain first. Fifteen minutes of key documents and notes makes a big difference.
- One workspace per business. Keep unrelated work apart.
- Connect shared tools once. Most connections serve the whole team; mail and calendar are personal to each member.
Related Pages
- Getting Started, set up your workspace step by step
- Pricing, Plans & Billing, plans and limits
- Security & Privacy, roles and access control
- Integrations, connecting your tools