Invite a teammate to a project

Add a collaborator to your Platos org or project. Pick their role; revoke any time.

The goal

A teammate signed in to the same project, with the right role for what they need to do.

Steps

1. Open the invite page.

   Org settings -> Invite (/orgs/{org}/invite).

2. Enter the email.

   Type the teammate's email address. They will receive a magic link.

3. Pick the role.

   • Owner: full org rights including billing and member management.
   • Admin: full project rights, no member management.
   • Member: read + write on agents, read on monitoring.
   • Viewer: read-only.

   Default to Member; raise as needed.

4. Send.

   Click "Send invite". The teammate gets the link; clicking it lands them on the project.

Verify

• The teammate's name appears in the org members list with the chosen role.
• They see the project and its agents on their dashboard.

Member cap on self-host

Self-hosted Platos caps project members at PLATOS_MAX_PROJECT_MEMBERS (default 2 in the OSS distribution). To raise the cap, set the env var and restart the webapp. Recent commit 00d0f005f introduced this cap; a CLAUDE.md change at the same time documented the default.

Revoke an invite

If the invite has not been accepted, the members list shows "Pending"; click the row's overflow menu -> "Revoke". If the invite was already accepted, "Remove member" instead; their session is invalidated and PATs they minted are revoked.

Next steps

• Quickstart for the new teammate's first run.
• Set a per-agent budget cap before exposing prod agents to a wider team.