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Overview

The Members section under Workspace Settings in FirstQuadrant allows you to manage your team’s access and configuration. Here, you can add new team members, view existing ones, and configure settings that determine how the AI interacts on behalf of each user.

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Adding new team members

To invite a new member to your workspace:
  1. Navigate to Settings → Workspace → Members.
  2. Click the New membership button in the top right.
  3. Enter the team member’s name and email address.
  4. Click Invite member.
Note: Team members can join without needing to set a password, as long as they use the same email address.
Scaleup plan benefit: If your workspace is on the Scaleup plan, you can add unlimited team members for free—there are no per-user or per-seat charges. Invite your entire team at no additional cost.

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Viewing and editing member details

Once a member is added, they appear in the membership list. Clicking on a member opens a detailed side panel with the following configurable fields: You can add a scheduling link (e.g., from cal.com, Calendly, etc.). FirstQuadrant uses this link whenever it needs to schedule meetings on behalf of the team member. If this field is empty, the AI will not include scheduling links in messages.

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Signature

This is the closing signature that will be used in automated emails sent from this user’s identity.

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Advanced options

  • Reply-to address:
    Specify the email address where replies should be directed. This is useful if you want responses to go to a different inbox from the one used for sending.

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Managing memberships

To manage or remove an existing membership:
  1. In the Members overview page, click on the three-dot menu next to a member’s name.
  2. Choose one of the following options:
    • Deactivate: The member loses access to FirstQuadrant, but their email addresses will still be synced.
    • Delete: The member is fully removed and access is permanently revoked.