Settings → Team

Audience

Workspace owners and admins.

The Team tab shows everyone with access to this workspace, their role, their last activity, and the controls to invite, promote, or remove members.

What you see

A table of members:

Column	Detail
Name	Display name
Email	Login email (cannot change in BOS; change in PLANA account)
Role	Owner / Admin / Member
2FA	On / Off
Last active	Last time they used BOS (or "Never")
Joined	Date they accepted their invitation
Actions	Change role · Remove

The row of the current Owner has a crown icon and cannot be removed from the team — first transfer ownership to another admin.

Inviting a new member

Click + Invite member at the top of the table:

Field	What to enter
Email	Their work email (must match the PLANA account they will sign in with)
Role	Member (default) or Admin
Send to	Pre-checked: their email; can add additional emails for notification (e.g. their manager)

Click Send invitation. The invitee receives an email with a one-time link. They have 7 days to accept; after that, the invitation expires and you have to re-send.

If they already have a PLANA account, they go straight to the workspace on accepting. If not, they create their account through the invite flow.

Pending invitations

Pending invites appear below the active members table with a yellow Pending badge. You can:

• Resend — email the invitation link again (resets the 7-day clock)
• Revoke — cancel the invitation; the link stops working

A pending invitation does not count as an active member for billing.

Changing someone's role

Click Change role in the row:

From	To	Effect
Member	Admin	Promote — full access to BOS settings
Admin	Member	Demote — loses team management + settings edit
Admin	Owner	Transfer ownership; previous Owner becomes Admin
Owner	Admin / Member	Only by transferring ownership first

There can be only one Owner. To "swap" owners (transfer ownership), promote a member to Admin first, then transfer ownership.

Removing a member

Click Remove in the row → confirm:

• The user is signed out of BOS immediately
• Their pa_token is invalidated
• Their pa_live_… workspace API keys (if any) are revoked
• The workspace's Matrix support room loses them as a member
• Their chat history remains in BOS for the workspace's retention period
• Their tool calls remain in the Execution log

The user is not removed from PLANA Business Cloud (the underlying Odoo) — if they had ERP access, you must remove them in Odoo's Settings → Users as a separate step.

Audit

Every role change and invite is logged. View the audit feed at Settings → Audit (Admins and Owner only). Entries include:

• Who made the change
• Who was changed
• The before / after role
• Timestamp

The audit is retained 90 days.

Self-service for members

A team member can:

• Edit their own name and avatar in Top-right avatar → Settings
• Set their personal time zone, language, default landing view
• Set their personal chat retention (within the workspace's max)
• Enrol / change their TOTP
• Issue and revoke their own workspace API keys

They cannot:

• See others' API keys
• Change their own role
• Invite others to the workspace
• Edit workspace settings

Billing implications

The number of active members drives part of the subscription cost on the Pro and Enterprise tiers. Starter has a flat user limit; exceeding it requires upgrading the edition.

Tier	Active members included
Starter	Up to 5
Pro	Up to 20; additional members at the per-seat rate
Enterprise	Negotiated

Active = anyone who has signed in within the last 30 days. Pending invitations do not count.

Where to read more

• Workspace — workspace-wide settings
• Alert thresholds — what triggers alerts
• API keys — workspace automation
• Getting started → Your workspace — what a workspace is