Manage workspace members

The Settings > Team page controls the active business name and workspace access. Owners and administrators can invite and remove members.

Change the business name

Choose Change beside the business name, enter the new name, and save it. Apantio AI uses this name across the dashboard and customer-facing details.

Invite a member

Open Team

Go to Settings > Team.

Enter the member details

Click Invite, enter the teammate's email address, and choose a role.

Send the invitation

Submit the form. Apantio AI emails a time-limited invitation to that address.

The recipient must sign in with the invited email address before accepting the invitation.

Choose a role

| Role | Access | | --- | --- | | Owner | Full workspace access, including team administration. | | Admin | Manages members, workspace settings, and operations. | | Viewer | Views operational dashboard data without team administration. |

Revoke or remove access

Cancel a pending invitation when the recipient no longer needs access. Remove an existing member to end their access to the business. Workspace owners cannot be removed from this page.