Documentation

Team Management

Invite team members to your workspace and manage their access with role-based permissions.

Roles and Permissions

Instructionly has four workspace roles with hierarchical permissions:

Role Permissions
Owner Full control, can delete workspace, manage billing
Admin Manage members, skills, settings, and invitations
Maintainer Create and edit skills and instructions
Member View skills and use the workspace via MCP

Detailed Permission Matrix

Action Owner Admin Maintainer Member
View workspace
Use MCP tools
Create skills -
Edit skills -
Delete skills -
Manage instructions -
Invite members - -
Remove members - -
Change member roles - -
Edit workspace settings - -
Link billing account - - -
Delete workspace - - -

Inviting Members

  1. Navigate to Invitations in your workspace
  2. Click Invite Member
  3. Enter the member's email address
  4. Select their role (Admin, Maintainer, or Member)
  5. Click Send Invitation

The member will receive an email invitation to join your workspace.

Managing Pending Invitations

View and manage pending invitations:

  • Resend — Send the invitation email again
  • Cancel — Revoke the invitation before it's accepted

Changing Member Roles

Owners and Admins can change member roles:

  1. Go to the Members page
  2. Find the member
  3. Click the edit icon
  4. Select the new role
  5. Save changes

Removing Members

To remove a member:

  1. Go to the Members page
  2. Find the member
  3. Click the remove icon
  4. Confirm the removal

Accepting an Invitation

When you receive an invitation:

  1. Click the invitation link in your email
  2. Sign in or create an account
  3. Click Accept Invitation
  4. You'll be added to the workspace with the assigned role