People & flow · Users

Everyone in the room, and exactly what they can do

Add people by email, from your company or with a room link, and give each one a role: Owner, Editor, User or Guest. The room’s AI project manager works with the same people, so tasks and follow-ups go to someone who is actually in the room.

Users

Northwind rollout
Share room

Waiting Guests/Users

SM

Sana M

guest

AllowDeny
  • PS

    Priya S

    priya@northwind.co

    Creator / Owner
  • DK

    Dev K

    dev@northwind.co

    Editor
  • AM

    Arjun M

    arjun@northwind.co

    User
  • RN

    Riya N

    riya@contoso.com

    Guest
  • SM

    Sana M

    sana@contoso.com

    Just allowedGuest
4 people in this room1 waiting

Add user

Email addresses

arjun.m@fabrikam.comops@northwind.co
Enter email...
Select company users

User role

Owner

Full control

Editor

Can edit

User

Can view

Guest

No waiting

Add to room schedules

Include new users in existing schedules

Add user
AI project manager

The agent knows who is in the room

An agentic room is a team plus its AI project manager. The member list is how the agent knows who it is working with and who to hand work to.

  1. 01

    Adds people when you ask

    Ask the agent to add someone to a room, a workspace or the company, and it comes back with a card listing who was added.

  2. 02

    Assigns work to members

    Action items from a meeting become tasks assigned to the room member who was named, not to a free-text name nobody owns.

  3. 03

    Reaches the right people

    Announcements and approvals go to the members of the room, so who you let in decides who is kept informed and who is asked to sign off.

Capabilities

Let the right people in, at the right level

Adding someone, setting their role and letting them through the door all happen on one screen inside the room.

Add by email or from your company

Type email addresses, or pick from your company’s users, and choose the role they join with.

Four roles

Owner has full control, Editor can edit, User can view, and Guest joins as a visitor. Owners and Editors can change roles from the list.

Share the room

Copy the room link, download its QR code, or send an invitation by email, Google Calendar, Outlook or a calendar file.

Waiting room and access requests

People who ask to join wait for an Owner or Editor to allow or deny them, with the role they asked for shown beside them.

Added to existing schedules

When you add people, include them in the room’s existing schedules so they are already on the next meeting.

Scan a business card

Photograph a printed business card to pick up the person’s details and add them without typing.

Roles

One list, four levels of access

Every person in the room has one role. It decides what they can change, and the room’s other apps read it too.

  • Owner — full control

    Owners manage the room and its settings, and only an Owner can make somebody else an Owner.

  • Editor — can edit

    Editors work on everything in the room and can add people and change the roles of Users and Guests.

  • User — can view

    Users take part in the room; settings such as who can request approvals can be limited to Editors and above.

  • Guest — a visitor

    Guests are invited in for a purpose, such as a one-on-one room, where Guest is the only role offered.

Signed in as

Change role

  • PSPriya SCreator / Owner
  • DKDev KEditor
    OwnerEditorUser
  • AMArjun MUser
    OwnerEditorUser
  • RNRiya NGuest
    OwnerEditorUserGuest
Flow through the room

Who you add decides who hears about it

The member list feeds every app in the room that sends, asks or assigns.

In practice

Who runs on Users

Client services

Clients as guests in their own room

Invite a client’s team as Guests or Users, keep editing to your account team, and let the waiting room catch anyone who arrives by link.

Operations

One room per team

Add the whole team from your company’s users, make the leads Editors, and include everyone in the standing meetings in one step.

Education

Classes with the right labels

In a university account the same roles read as Facilitator, Instructor, Student and Guest.

Works with

One room, every app reading the same state

All room apps
Questions

Users, answered

Owner, Editor, User and Guest. Owners have full control, Editors can edit, Users can view and Guests join as visitors. In university accounts they are labelled Facilitator, Instructor, Student and Guest.

Owners and Editors. Only an Owner can make somebody else an Owner, and the room’s creator stays its owner.

Invite them by email, or share the room link, QR code or a calendar invitation. People who ask for access wait until an Owner or Editor allows them in.

Yes. Ask the agent to add someone to a room, workspace or company and it shows a card with who was added.

Users

Deploy an AI project manager with Users

Every agentic room comes with its apps and its AI project manager. Start free, or walk through it with us.