The everyday moves of running a team, each one spelled out.
Invite a teammate
Open Team, then People, paste one email or a whole list, and pick the role. Owners and Admins can invite. Each person accepts and signs in with any method they like. They are in, with the role you chose.
Change a role
An Owner or an Admin sets each person's role. Admins can set Admin, Member and Viewer. Only an Owner can make somebody else an Owner, or change an existing Owner's role, so the top of a workspace can never be handed over by someone who is not already at the top of it. The change takes effect at once. See Roles and permissions.
Leave a workspace
You can leave a workspace any time. The one exception is the only Owner of a workspace that still has other people in it, who makes someone else an Owner first, so the workspace is never left without one. If you are the last person in a workspace, leaving closes it.
Delete an account
Settings, then Privacy, then Delete account. It is a hard delete. Your account goes, and so do the calls you recorded in every workspace you still belong to, with their transcripts, briefs, recordings and search data. A workspace where you are the only person closes with it, Knowledge Base included. When it is gone, it is gone.
Two things to know first. If you are the only Owner of a workspace that has other people in it, Sayli asks you to hand ownership on before it deletes anything. And if you want a copy, download your data from the same page first: it is one file, and it is the only copy you will have.
How sign-in works
Sign in with Google, with Apple, or with a six-digit code emailed to you. There is no password, so there is nothing to forget and nothing to reset. Whichever door you use, the same email address is the same account, so a teammate who signs in with Google one day and an emailed code the next keeps one workspace and one history.