Team & Organization

Vector Data Loader supports team collaboration through organizations. Each organization can have multiple members with different roles and permissions.

Roles and Permissions

Your organization supports three distinct roles, each with specific permissions:

Role	Description
Owner	Full access to everything including billing, settings, sources, and member management
Admin	Can manage sources, settings, invite members, and work with documents (no billing access)
Member	Can view and sync documents only

Permission Matrix

Feature	Owner	Admin	Member
View Dashboard & Documents	✅	✅	✅
Sync Documents	✅	✅	✅
Tag Documents	✅	✅	✅
Use Playground (Search & Chat)	✅	✅	✅
Create/Delete Sources	✅	✅	❌
Configure Embedding Settings	✅	✅	❌
Configure Vector Store	✅	✅	❌
Configure LLM Settings	✅	✅	❌
Invite New Members	✅	✅	❌
Access Billing & Invoices	✅	❌	❌

Viewing Team Members

To view your organization's team members:

1. Navigate to Settings from the sidebar
2. The Organization Details card shows your organization name and plan
3. The Team Members card lists all current members with:
   • Profile picture (or initials)
   • Display name
   • Job title (if set)
   • Join date
   • Role badge (Owner, Admin, or Member)

Inviting New Members

Owners and Admins can invite new team members to join the organization.

How to Send an Invitation

1. Go to Settings in the sidebar
2. Scroll to the Team Members section
3. Click the "Invite Member" button
4. In the dialog that appears:
   • Enter the email address of the person you want to invite
   • Select their role (Admin or Member)
5. Click "Send Invitation"

The invitee will receive an email with a magic link to join your organization.

Important Notes

• New Users Only: You can only invite people who don't already have an account
• Invitation Expiration: Invitations expire after 24 hours
• Email Delivery: Ask invitees to check their spam folder if they don't see the invitation

Managing Pending Invitations

Pending invitations appear below the Team Members list.

Each pending invite shows:

• Email address of the invitee
• Role they'll receive when they join
• Sent date (when the invitation was created)
• Status badge: "Pending"

To revoke an invitation:

1. Find the invitation in the pending list
2. Click the trash icon (🗑️) on the right
3. Confirm the revocation in the dialog