Create a Team Workspace and Invite Members

When a project needs several people to manage documents, knowledge bases, and workflows, create an independent workspace first and then invite members. The workspace isolates project data and permissions; each member can act only within the roles assigned to them.

What you will build

This tutorial models a product-support knowledge-base project: create a team workspace, invite two colleagues, and assign roles according to their responsibilities. Use test accounts or registered team accounts; do not put passwords or customer data in the tutorial.

Before you begin

  • Have an MOI account. Use MOI Cloud sign in/sign up.

  • You need permission to create workspaces and invite users.

  • Prepare the email addresses or phone numbers of two registered MOI accounts.

  • Decide what each person needs to do—for example, maintain sources versus read and ask questions.

Steps

1. Create the team workspace

  1. Sign in to MOI and open the workspace switcher.

  2. Click Create Workspace.

  3. Enter a project name such as product_support_team in Workspace name.

  4. Click OK, wait for creation to finish, and switch to the new workspace.

The workspace name identifies the project. Catalog objects, knowledge bases, workflows, and member management are all scoped to this workspace.

Completion check: The switcher shows product_support_team and the page is operating in that workspace.

2. Invite the first member

  1. In the left navigation, open User Management under User Permissions.

  2. Click Invite User.

  3. Enter the member’s display name in Member Name. The name accepts lowercase letters, numbers, and underscores.

  4. Under Invite Account, choose phone or email and enter the account they registered with.

  5. Under Roles, choose a role that matches the person’s work. If Default Role is shown, select one of the roles you selected.

  6. Optionally add a note or tags, then click Invite.

MOI creates a pending invitation. The account becomes a normal workspace member after the invite is accepted.

Completion check: A new row appears in the user list with status Pending Invitation.

3. Invite the second member with least privilege

Repeat step 2 for the second colleague. Assign only the permissions required for the job:

  • For a source maintainer, choose a role that includes data-import or knowledge-base editing permissions.

  • For someone who only reviews results and asks questions, choose a read or query role, based on the role descriptions shown in your workspace.

Do not grant the highest role to everyone for convenience. The available role list is workspace-specific; if a role is not listed, the current account cannot assign it.

4. Verify access after acceptance

  1. Ask each colleague to accept the invitation and sign in to MOI.

  2. Confirm that product_support_team appears in the workspace switcher for each person.

  3. Ask the source maintainer to open Knowledge Base and perform the expected maintenance action.

  4. Ask the read-only member to open the same knowledge base and ask a question, then verify that unauthorized editing actions are unavailable.

Before acceptance, the user remains Pending Invitation. Do not send duplicate invitations or edit the role during this state. After acceptance, use Edit Role if the person’s responsibilities change.

Tutorial complete

You have set up the team workspace:

  • created an isolated project workspace;

  • invited two members; and

  • assigned roles by responsibility.

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