Run the workspace

This page is for the workspace owner and admins. You are the one who prepares the ground for the team: you open the company's tools, invite your colleagues and give them a seat. Once that is done, everyone links their own accounts and works from their assistant.

If you are a team member, there is nothing for you to do here: you link your accounts in Your connections. Your password, Microsoft sign-in, security code and account deletion are in My account.

Everything happens in three sections of the console:

• Modules, to open a tool: https://mitogen.ai/console/modules ↗
• Team, for people and seats: https://mitogen.ai/console/team ↗
• Billing, to add seats: https://mitogen.ai/console/billing ↗

Who can do what

• The owner is responsible for the workspace. They invite people, assign seats, open tools and see billing.
• An admin does the same job day to day: team, tools, billing and seats.
• A member can see the team, but cannot invite, change a role or assign a seat. They work in their cases and link their own accounts.

Open a tool for the team

Each tool has its own guide in Tools: Odoo, Outlook, Teams, Microsoft files, Google files, Gmail and Telegram. The guide says what to prepare, what each screen shows, the rights, and what to do if something blocks.

The direct link to a tool is https://mitogen.ai/console/modules/ followed by the tool, for example https://mitogen.ai/console/modules/odoo ↗ or https://mitogen.ai/console/modules/outlook ↗.

Removing a binding

If you remove a binding, the accounts your colleagues linked to it are revoked. If it was the tool's last binding, the tool goes back to the modules catalogue.

Invite someone

Before your first invite, the console may ask you to confirm your email address: see My account.

1. Open Team.
2. Click Add members. The Invite window opens.
3. Enter the person's email address, their role and a free seat. If no free seat is left, the page tells you.
4. Click Send invite.

The person receives an email with a link. They create their account, or sign in if they already have one, and join your workspace.

If you are short of a seat, add one in Billing, then come back to the invite. The seat walks you through it.

Assign, change or remove a seat

In Team, on the person's row, click Assign seat or Change seat.

Remove plan disables the person's connections: they no longer count, and the assistant can no longer use them. If you give them a new seat later, they re-enable the connections themselves, one by one, in Connections, as long as there is room.

What next?

• Your tools are open and your colleagues invited: each of them can now connect Mitogen to their assistant, then link their accounts in Your connections.
• To learn what a seat includes and how connections are counted, see The seat.