Team management
Manage members, roles, and access to Doana agents on your team.
Doana supports multi-user teams with roles and per-agent access.
Roles
| Role | Access |
|---|---|
| Owner | Full access — agents, members, billing, settings |
| Admin | Agent and member management — no billing |
| Operator | Document processing and exports — no agent admin |
| Viewer | Exports and history only |
Invite a member
- Go to Settings → Team.
- Click Invite member.
- Enter the email address and role.
- The member receives an invitation link by email.
Access by agent
You can limit an operator to selected agents. For example:
- The UK team can use
agent-outlook-customs-ukbut not the Canada agents - The AOG team can read and write
agent-aog-slack
Set per-agent permissions in Settings → Team → [Member name] → Allowed agents.
Team notifications
Members can receive email or Slack/Teams notifications for:
- A new document processed with a compliance alert
- An export generated and ready to download
- A watched mailbox that lost its connection
Configure notifications in Settings → Notifications.