Send or revoke a workspace invitation
Send or revoke a workspace invitation in Cortex Chat: practical steps, setting explanations, result checks and troubleshooting.
A workspace invitation and a group invitation have different scope. The workspace invitation screen offers permitted roles, shows pending entries and states that invitations expire after seven days.
Before you start
The profile menu links account identity, Wallet information and workspace administration. Changes to a member role or an administrator ceiling affect shared access; they are not conversation appearance settings. Read the selected person’s email and the workspace context before saving. Member invitations, group membership and Sidekick tool access are different layers, with separate confirmation and recovery paths. A stale-data message means you should reload current information before a new mutation. For financial work, the selected Wallet account and its transaction history matter more than an isolated balance summary. Never include account tokens, recovery information or payment data in a public support screenshot.
Step-by-step
- Open Workspace members and the Invitations section.
- Enter the intended email and choose a role you are permitted to invite, then review before Send invitation.
- Inspect the saved invitation status; use Revoke for an unintended pending invitation when authorised.
What the settings mean
| Control or state | Meaning |
|---|---|
| My account | Personal account settings and identity. |
| Workspace members | People, roles and invitation/status management. |
| Administrator permissions | Owner approval for management and tool delegation. |
| Recent actions | Recorded workspace operations, separate from conversation history. |
Check the result
The intended address has the correct workspace invitation and role.
If it does not work
If an invitation already exists, inspect its status before resending. A sent invitation is not proof the person accepted and became an active member.
Continue with the right context
Return to the Cortex Chat guide index to choose another task. Keep the current account, assistant and conversation in view when following the next guide. To use the product, open Cortex Chat.
- Use the account menu and My account
- Read the Wallet balance shown in your profile
- Open the intended Add credits flow
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