Invite and manage people on your Hedy Team

Owners and admins add people to a Hedy Team from People & seats in Team admin at web.hedy.ai. Each invitation goes to one email address. From the link, the person creates a Team account or joins with the Hedy account they already have. Invitations unlock once your organization has subscribed.

Roles: member, admin, and owner

• Member uses Hedy.
• Admin also invites people and manages seats.
• Owner also manages billing. The person who created the organization is the owner.

An admin can remove members, but not other admins or the owner. You choose the role when you invite someone, and you can’t change it in Team admin afterwards. To change a role, email support@hedy.bot.

Invite someone

1. In Team admin, open People & seats and select Invite people.
2. Enter their Email address. It can be a new address or one they already use with Hedy.
3. Choose Member or Admin.
4. Leave Give them a seat checked so they can start using Hedy right away.
5. Select Send invite.

Hedy emails them a link with setup instructions. The invitation shows as Invited in your list until they accept. What they see is covered in Join your team on Hedy.

Invite someone who already uses Hedy

If the address already has a personal Hedy account, you see “Invitation sent. They can sign in with their existing Hedy account and choose to join your team. Joining is permanent.” They keep their Sessions and Topics, and you can’t see those unless they assign a Session to a team Topic. The steps on their side are in Join your team on Hedy.

Hedy doesn’t send the invitation in these cases:

• The account is stored in a different data region from your team. The person needs to export their data, delete their personal account, then accept a new invitation and import the file in the Hedy app.
• The account already belongs to a team. An account can belong to only one.
• You removed the person from your team earlier. Use Reinstate on their row instead.

Resend, copy, or cancel an invitation

Open the menu on an Invited row:

• Resend sends the email again.
• Copy link copies the invitation link so you can send it another way.
• Cancel withdraws the invitation. The old link stops working.

Assign or remove a seat

A seat lets someone use Hedy. Use the seat switch on a person’s row in People & seats.

Removing a seat keeps the person in your organization with their account and sessions, but Hedy is locked for them until a seat is assigned again. Nothing is deleted.

Owners and admins can hold a seat too. If you manage the team but don’t use Hedy yourself, turn your own seat off to free it. You can still use Team admin without a seat.

When every seat is taken, you can still invite people without a seat, or add seats in Manage Hedy Team seats and billing.

Remove someone from the team

Open the menu on their row, select Remove, and confirm with Remove member. Their access ends immediately and their seat is freed. Their data isn’t deleted. What the organization keeps depends on your Cloud Sync setting.

To bring someone back, select Reinstate on their row. They return without a seat, so assign one afterwards.

You can’t remove yourself.