Team & Workspace

Gilito AI organizes everything around workspaces. A workspace is the shared environment where your team accesses signals, portfolios, agents, and settings. Every Gilito AI account belongs to at least one workspace.

What is a Workspace?

A workspace is the top-level organizational unit in Gilito AI. It contains all your data — watchlists, portfolios, agents, strategy results, and settings. When you sign up for Gilito AI, a workspace is automatically created for you, and you become its super-admin (owner).

All team members within a workspace share the same plan, data, and resources. The workspace's subscription plan determines the limits for the entire team — not per user.

User Roles

Gilito AI uses a three-tier role system to control what each team member can do within a workspace:

Super-Admin (Owner)

The super-admin is the workspace owner — the person who created the workspace. There is exactly one super-admin per workspace. The super-admin has full control over everything:

• Full access to all features, data, and settings
• Manage subscription and billing
• Invite and remove team members
• Assign and change user roles
• Create and revoke API keys
• Delete the workspace

Account-Admin

Account-admins are trusted team members who can manage most workspace settings. They have the same access as super-admins, except they cannot delete the workspace or change the super-admin role:

• Full access to all features and data
• Manage subscription and billing
• Invite and remove team members
• Assign roles (except promoting to super-admin)
• Create and revoke API keys

User (Standard)

Standard users have access to all core research features but cannot manage workspace settings, billing, or team membership:

• Access signals, strategy results, rankings, and all research data
• Create and manage watchlists, portfolios, and agents
• View the weekly digest and personal notifications
• Cannot manage billing, subscription, or team settings
• Cannot create or revoke API keys
• Cannot invite or remove team members

Inviting Team Members

To invite a new team member to your workspace:

1. Go to Settings > Team in your dashboard.
2. Click Invite Member.
3. Enter the email address of the person you want to invite and select their role (account-admin or user).
4. Click Send Invite. The invitee receives an email with a link to join your workspace.

The invited person will receive an email with a link to accept the invitation. If they already have a Gilito AI account, they will be added to your workspace. If they are new, they will create an account and be automatically added.

Managing Roles and Permissions

To change a team member's role:

1. Go to Settings > Team in your dashboard.
2. Find the team member in the members list.
3. Click the role dropdown next to their name and select the new role.
4. Confirm the change.

Role changes take effect immediately. The affected user will see their updated permissions the next time they load the dashboard. Only super-admins and account-admins can change roles. The super-admin role cannot be transferred or assigned through this interface — it is always tied to the workspace creator.

Seat Limits by Plan

Each plan has a maximum number of seats (team members) that can belong to a workspace:

If you need more seats than your current plan allows, you will need to upgrade. Pending invitations also count toward your seat limit — so if you have sent an invite that has not been accepted yet, it still occupies a seat slot.

Removing Team Members

To remove a team member from your workspace:

1. Go to Settings > Team in your dashboard.
2. Find the team member you want to remove.
3. Click the Remove button (or the three-dot menu and select Remove from workspace).
4. Confirm the removal.

Removing a member immediately revokes their access to the workspace. They will no longer be able to view any workspace data. Their personal Gilito AI account is not deleted — they simply lose access to your workspace. Any data they created (agents, portfolios, etc.) remains in the workspace.