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.

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Adding Users & Teammates

Manage your team members and control what they can do in your workspace with role-based permissions.

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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.”

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Roles & Permissions

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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.

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Managing Teammates

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Enabling PBAC for Your Workspace

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Teams in Your Workspace

1

Step 1 — Go to **Settings → Team → Teams Tab** and **Create Team** or manage teams.

2

Step 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

Step 3

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

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Agents and team space

• 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.