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Whilst supports self-service signup where users can create a new workspace and account without admin intervention.

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Signup Flow

1

User visits /auth/signup

The signup form collects a workspace name and email address.
2

Organization created in WorkOS

A WorkOS organization is created programmatically via the API.
3

Database records created

A tenant_account and initial tenant_user (admin) are created.
4

Email verification

User is redirected to WorkOS for email verification.
5

Workspace ready

After verification, the user lands on their workspace dashboard.

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Inviting Team Members

After creating a workspace, admins can invite team members:
  1. Go to Settings → Users
  2. Click Invite User
  3. Enter email and select role (admin or member)
  4. The invite is sent via WorkOS (or email fallback)

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Roles

RolePermissions
AdminFull access: manage users, settings, integrations, all docs
MemberCreate and edit docs, search, use AI assistant
ViewerRead-only access to docs and search