🛠️ How-to guide · Last updated: October 1, 2026

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WHAT IT DOES

The Workspace area is where you manage your team and their roles, your workspace settings and branding, the AI models available to your agents, and — where enabled — your plan and billing.

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People & roles

Invite teammates by email and give each a role that controls what they can do — Zammo has five built-in roles (Viewer, Editor, Publisher, Content Manager, Admin). See who's a member, who has a pending invitation, change anyone's role, and use Check access to confirm what someone can see or do. When you invite someone, Zammo emails them an invite (with a copy-link fallback), and you can set it to expire in 7 or 30 days. For a full breakdown of every role and exactly what it can do, see Roles & Permissions.

Workspace members and their roles.

Workspace members and their roles.

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TIP

Give teammates the least access they need — Viewer for stakeholders who just want to watch performance, Editor for people building agents, and Admin for the one or two people who run the workspace.

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Workspace settings

Name your workspace and set its branding so agents and the portal reflect your organization. See Workspace Settings.

Models

Review the AI models available to your agents so you can pick the right balance of quality and speed when designing an agent. See Models.

Billing & plan

Where billing is enabled for your workspace, the Plan & Billing page shows your current plan, your token usage against it, your team seats, and any add-ons — and it's where an Admin upgrades the plan, manages add-ons, or starts a free trial. If your free trial has ended, the page says so and asks you to choose a plan to continue. Only an Admin can view or change billing.

Go deeper

Roles & Permissions

Workspace Settings

Models

See also

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Need help? Contact your Customer Success representative or reach out through zammo.ai/support.

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