Workspaces

Each workspace is an independent environment with its own:

Documents, templates, and clauses
Team members and roles
Billing and subscription
AI skills and playbooks

Users can belong to multiple workspaces and switch between them from the sidebar.

Roles

Role	Permissions
Owner	Full access + billing + can transfer ownership
Admin	Full access + team management + billing
Member	Create, edit, and share documents

Invite Members

Open team settings

Go to Settings → Team to see current members.

Send an invitation

Click "Invite" and enter the email address. Choose a role (Admin or Member).

Recipient joins

The invitee receives an email with a link. If they don't have an Optimaite account, they'll create one during the accept flow.

Remove Members

Admins can suspend a member's access from Settings → Team. Suspended members lose access to all workspace documents but their account remains active for other workspaces.

The workspace owner cannot be removed. To change ownership, the current owner must transfer it to another Admin.

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