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Guide

Add User to Team

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Overview

The Exa API Dashboard allows you to manage team access to your project, enabling collaboration among developers and team members. When you need to add someone new to your project—whether a colleague, contractor, or team member—you invite them through the Team Settings interface. Once invited, they will receive an email with access details and can begin using the API within your project's environment. This is essential for teams building AI applications that integrate live web data through Exa, as it ensures the right people have the appropriate access to manage API keys, usage, and project settings.

Before you begin

  • You have an active Exa API Dashboard account at dashboard.exa.ai with admin or team management permissions
  • You are logged in to your Exa dashboard
  • You have the email address of the person you want to invite to your team
  • The person you are inviting does not already have access to your project

Step by step

1
ClickTeam Settings

Navigate to Team Settings by clicking the Team Settings link in the dashboard navigation. This page displays your current team members and provides options to manage team access.

Tip. Team Settings is usually located in the main navigation menu or under account/organization settings. If you cannot locate it, look for a 'Team' or 'Members' option in the top navigation bar.
Step 1
2
ClickInvite team member

Click the 'Invite team member' button to open the invitation dialog or form where you can enter the email address of the person you want to add.

Tip. This button may be labeled 'Add member', 'Invite user', or similar text. Look for a button or link with a plus icon or 'Invite' text on the Team Settings page.
Step 2
3
TypeEmail address

Enter the email address of the team member you want to invite in the 'Email address' field. Make sure the email is spelled correctly and in a valid format (e.g., firstname.lastname@company.com).

Tip. If you are inviting multiple team members, some dashboards allow you to paste multiple email addresses separated by commas or semicolons. Check if this option is available in your invitation dialog.
4
ClickSend invite

Click the 'Send invite' button to dispatch the invitation email to the team member. They will receive an email with instructions on how to access the project.

Tip. After sending, you should see a confirmation message indicating the invitation was successful. Keep this confirmation visible for your records.
Warning. Once sent, the invitation cannot be unsent. If you entered the wrong email address, you may need to send a new invitation to the correct address or ask your team member to disregard the incorrect invitation.
Step 4

Confirm it worked

  1. 1The Team Settings page loads and displays the list of current team members
  2. 2The 'Invite team member' dialog or form appears after clicking the invite button
  3. 3The email address you entered is visible in the invitation form before sending
  4. 4A confirmation message appears indicating the invitation has been sent successfully, and the invited user receives an email with access instructions

Common issues

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