Team & Roles

Documentation Index

Fetch the complete documentation index at: https://docs.heymilo.ai/llms.txt

Use this file to discover all available pages before exploring further.

​

How to Add a Teammate

1

Step 1 — Go to Settings → Team

2

Step 2

Enter the email address of the person you want to invite

3

Step 3

Select a role for them (Admin, Recruiter, Viewer, or a custom role)

4

Step 4 — Click Invite

• The invited user will receive an email to join your workspace. Until they accept, they’ll appear as “Pending Invite.”

​

Roles & Permissions

​

How to Set Up Custom Roles

1

Step 1

Go to Settings → Roles

2

Step 2 — Click Create Role

3

Step 3

Name your role and configure permissions

4

Step 4 — Save

• You can then assign this custom role to any teammate from the Team page.

​

Managing Teammates

​

Enabling PBAC for Your Workspace

​

Teams in Your Workspace

1

Go to Settings → Team → Teams Tab and Create Team or manage teams.

2

Name each team (e.g. “Sales Recruiting,” “West Region”) and add members as needed.

• Optionally add a quick description so members know what the team is for

3

The new team appears in your workspace and can be used when creating or organizing agents

• When you create an agent, it is created in the team space you’re currently in (or the team you have selected). That agent then “lives” in that team and is visible to others based on team membership and permissions.
• Agents are scoped to one team at a time.