The Team Board manages people who can operate inside the business workspace. Roles control who can administer the company, manage records, and invite others.
The Team Board manages people who can operate inside the business workspace. Roles control who can administer the company, manage records, and invite others.
Invite team members by email and track pending invitations.
Assign workspace roles as Owner, Administrator, Member, or Viewer according to the access model.
Owner is above Administrator and remains required for business settings edits and ownership-level controls.
Administrators manage sensitive workspace areas and team access, but they do not edit business settings unless they are also the owner.
Members do day-to-day work without Business Memory, accounting, payroll, analytics, automations, company-wide AI action history, integrations, imports, team management, employee management, or business settings access, while chat action history still shows their own permitted Maximo AI actions.
Viewers are read-only for allowed workspace areas and do not get create, edit, delete, send, approve, export, connect, sync, run, refund, credit, AI Images, or AI Docs access.
Edit job titles, change roles, resend invites, and remove members from the Team Board.
Team capacity follows plan limits: Free has owner-only access, Plus has 2 members, Pro has 10, and Max has 50.
Team invite acceptance happens through the public Accept Invite flow, then the user joins the company workspace.
Employee Viewer accounts remain restricted until promoted by an administrator.
Open Business Settings, complete the company profile, set the currency, upload the logo, confirm billing, then add clients, inventory, or leads depending on what the business sells.
The app checks the active workspace's effective subscription, subscription state, and usage caps before opening or changing protected records. Owner-created workspaces can inherit the owner's account plan from another billing-home workspace, while joined team workspaces use that company's owner plan. A 402 response usually means the effective plan is free, inactive, or has reached a limit for that feature. File Manager checks file count, storage, and per-file upload size: Free 50 MB, Plus 250 MB, Pro 2 GB, and Max 10 GB. AI Images checks image credits, daily and personal caps, model access, source limits, File Manager count, and storage. Maximo Cloud Computer checks computer minutes, daily/monthly caps, max run length, and concurrency. Gemini Live starts on Pro, while Grok Voice remains available on paid plans. Support also follows the plan: Free uses guide, community, and email; Pro and Max include monthly Google Meet allowances.
RPB means Real Performance Benchmark. It is MyTabulon's evidence-adjusted public model score for real agentic business work, combining task completion, tool call accuracy, reasoning, safety, user sentiment, latency, and cost efficiency.
Global search can find feature pages plus clients, leads, inventory, invoices, quotes, deals, projects, tasks, files, expenses, team members, and AI chats within the active company when the signed-in user's role allows it. Member file results are limited to files and folders they uploaded, added, or generated, and sensitive owner/admin destinations stay hidden.
Use Ctrl K or Meta K for the command palette, ? or Ctrl / for the reference, Ctrl B or Meta B for the sidebar, g chords for navigation, n chords for quick create, and r r to refresh page data.
Payment links use long random tokens. Share the generated link, receipt, PDF, or email with customers, not a dashboard URL. The invoice number helps the business identify a document but is not the secret.
Owners can edit business settings and handle owner-level controls. Administrators can manage sensitive workspace areas such as Business Memory, company-wide AI Actions, AI Automations, Analytics, Accounting, Payroll, Imports, Team, Employees, Integrations, MCP, and Agent Skills, but business settings edits remain owner-only. Members can work in day-to-day modules but cannot access sensitive company memory or admin areas; File Manager and AI Docs are scoped to files, source files, and jobs they uploaded, added, or generated, usage counters remain business-wide, and chat action history is scoped to their own permitted Maximo AI actions. Viewers are read-only for allowed pages. Employee Viewers only get assigned tasks, calendar, support, profile, security, and notifications.
Business Memory stores durable company knowledge for Maximo AI: facts, preferences, style, source records, private notes, approved memories, retention rules, provenance, and conflict checks. It is available only to business owners and administrators. Company memories describe shared business facts; first-person or personal work memories stay private to the originating user. Members, Viewers, and Employee Viewers cannot open memory, search it through Maximo chat or voice, receive selected memory in AI context, or have their chats silently captured into company memory.
Can Members access company memory through Maximo chat or voice?
No. Member roles are blocked from Business Memory at every layer: frontend page access, memory APIs, selected memory prompt context, Maximo memory tools, live voice tool calls, global search, and background memory capture. Member chat and voice context is also scoped to that user's own or assigned work, and chat sessions are user-owned, so Maximo must not describe another teammate's leads, files, AI Docs jobs, prior chats, or private memories as the current user's activity.
Not by default. Employee Viewer accounts can access assigned tasks, calendar, support, profile settings, security, and personal notifications until an administrator promotes them. Promotion can make them a Member, Administrator, or another allowed team role, but sensitive company areas still depend on the final role.
Who can add or manage Bring Your Own Model (BYOM) connections?
Only Business Owners and Administrators have permissions to manage BYOM connections and import/edit models under Settings > Integrations > Bring Your Own Model. Workspace Members and Viewers cannot manage connections.
Are BYOM models available to everyone in the workspace?
Yes, once a BYOM model is configured and enabled by an owner or administrator, it is available company-wide to all workspace members (Owners, Admins, Members, Viewers) through the model selector in Maximo AI chat.
