Manage your team

A Dash workspace maps to one Slack workspace or Microsoft Teams tenant. Everyone in the workspace can talk to Dash, but what they can configure depends on their role.

Roles

There are three roles, each a superset of the one before it:

• Member. Can talk to Dash, use connected tools (subject to access scope), and create their own scheduled tasks. Cannot change workspace settings or manage other people’s access.
• Admin. Everything a member can do, plus: invite and remove teammates, change roles, connect and disconnect tools, set tool run modes and approvers, manage skills, and configure workspace settings.
• Owner. Everything an admin can do, plus: transfer ownership to another person (which demotes the current owner to admin). There is exactly one owner per workspace.

Invite a teammate

You can invite people from Slack, Teams, or the web dashboard.

From Slack or Teams:

@Dash invite [email protected]

Dash sends an invitation email. When the person signs in, they’re added as a member by default.

From the web dashboard:

Go to app.dashpup.ai, open the Team page, and click Invite teammate. Enter their email and pick a role.

You can invite anyone with a valid email address. The invitation works regardless of whether your company has claimed a domain.

Change a role

From the Team page on the web dashboard, click the role next to a person’s name and pick the new role. You can also ask Dash:

@Dash make Sarah an admin

Only admins and the owner can change roles. The owner role can only be transferred by the current owner.

Remove a member

From the Team page, click the menu next to a person’s name and select Remove. Or ask Dash:

@Dash remove [email protected] from the workspace

Removing someone revokes their access to Dash, disconnects any tool connections scoped to them, and unlinks their SMS/Text phone number if they had one linked. Their past conversations and activity are kept for audit purposes. The owner cannot be removed (transfer ownership first).

Some members are marked Slack-managed or Teams-managed. Slack or Teams governs their membership: remove them there (or downgrade them to a guest) and Dash deactivates them automatically. An admin can also click Deactivate to cut someone’s access right away while keeping them on the list, and Reactivate them later.

Control who Dash replies to

Dash only treats members of your Dash workspace as teammates. For people from outside your organization, such as guests, Slack Connect members, or external Teams members, a workspace admin sets the rules on the Security page at app.dashpup.ai:

• External access decides how Dash behaves in channels that include outsiders: Don’t reply, Reply with limited access, or Reply with full access.
• Reply to people outside your workspace decides whether Dash answers outsiders at all, including in DMs. When it’s off, Dash declines with a short note.

What’s next

• Connect your first tool to give your newly invited teammates something to work with.
• How approvals work to understand what your team can and can’t do without approval.