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Gately AI Teams

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Team Features Overview

Converting to a team account is a permanent change. You cannot revert back to a personal account once upgraded.

Member Management

Invite and manage up to 50 team members

Role Assignment

Control access with granular permissions

Usage Analytics

Track resource usage per team member

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Team Roles

  • Single owner per team
  • Full administrative access
  • Cannot transfer ownership
  • Can manage all team settings
  • Edit all Gately AI settings
  • Manage memberships
  • Handle billing and purchases
  • Access usage analytics
  • Access all account resources
  • Cannot manage members
  • No billing access
  • View team analytics
  • Access own resources only
  • Cannot view team resources
  • Limited functionality
  • Basic analytics access
  • Manage payments
  • Handle invoices
  • Control subscriptions
  • View billing history

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Inviting Team Members

Navigate to Dashboard

  1. Visit https://app.gately.ai/dashboard/home
  2. Sign in to your account
Dashboard Home

Access Profile Settings

  1. Click the Account dropdown in top navigation
  2. Select “Profile” from the menu
Profile Menu Access

Open Members Tab

  1. Navigate to the Members tab
  2. View current team members and pending invitations
Members Tab

Send Invitation

  1. Click “Invite Member” button
  2. Enter member’s email address
  3. Select appropriate role
  4. Click “Send Invitation”
Open Invite Member Form

Fill Invitation Details

Send Invitation

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Managing Team Members

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Editing Member Roles

Access Member Settings

  1. Find member in the team list
  2. Click the settings icon (⚙️) next to their name
Edit Member Role

Update Role

  1. Select “Edit Role” from the menu
  2. Choose the new role from the dropdown
  3. Click “Save” to apply changes

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Removing Members

Initiate Member Removal

  1. Locate the member you want to remove
  2. Click the settings icon (⚙️)
  3. Select “Remove” from the menu
Remove Member

Confirm Removal

  1. Review the removal confirmation
  2. Click “Confirm” to remove the member
  3. Member will lose access immediately

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Audit Logs

Only Owner and Admin roles can access audit logs to track team activities.
Track important actions:
  • Member management
  • Role changes
  • Resource access
  • Settings modifications
Team members must log out and back in for role changes to take effect.

Need Help?

For team-related support, contact our support team