# Join and manage your teamspace

> Verified against the product on 2026-10-06

## Your teamspace

Your teamspace brings product help and knowledge, customer conversations, product connections, settings, and team membership together in Cactus.

## First entry

After you [sign in to Cactus](https://cactus.heycactus.ai/sign-in-to-cactus), Cactus opens the app if your account already belongs to a teamspace. Otherwise, it checks for a pending invitation first, then checks whether a teamspace claims your work-email domain.

If you have an invitation, the welcome page lets you accept it. If a teamspace claims your domain, you can join it or request access under its join policy. If no teamspace claims your domain, Cactus creates one and makes you an Owner. A work email creates a company teamspace; a public email creates a personal teamspace. Each account can belong to one teamspace.

## Join by email domain

| Join policy | On the welcome page | What happens |
| --- | --- | --- |
| Owner approval | Select **Request access** | Cactus emails the owners. Your request waits for an Owner to decide, and you become a Member if approved. |
| Direct joining | Select **Join** | Cactus adds you as a Member and opens the teamspace. |

Your teamspace’s join policy determines whether you can join directly or need an Owner to approve you.

|  | approval | open |
| --- | --- | --- |
| line | An owner needs to let you in. | Join it to see its products. |
| verb | Request access | Join |
| busy | Requesting… | Joining… |
| failure | Could not request access. | Could not join this teamspace. |

*Your teamspace’s join policy determines whether you can join directly or need an Owner to approve you.*

## Accept an invitation

On the welcome page, select **Accept invitation** to join with the role the invitation assigns.

- is already here: Not now, make my own teamspace; **Accept invitation** (1); Log out

*On the welcome page, select Accept invitation to join with the role the invitation assigns.*

Opening an invitation link while signed in accepts it automatically if it’s still valid and was sent to the email address on your Cactus account. If you’re signed out, sign in with that address and open the link again. Invitations expire after 7 days.

## Manage a product

For a selected product, use **Home** to read its help and knowledge, **Inbox** to review customer conversations, **Connect** to configure customer-facing surfaces, and **Settings** to manage settings. Teamspace membership is under **Settings › Members**.

If your teamspace doesn’t have a product yet, see [Create and set up a product](https://cactus.heycactus.ai/create-and-set-up-product).

## Roles

| Role | What you can manage or see |
| --- | --- |
| Owner | Manage the teamspace name, invitations, member roles, email domains, join policy, and access requests |
| Member | View the teamspace name, members, their roles, and email domains |

An Owner can make a Member an Owner. An Owner can become a Member only when another Owner remains.

```
╭───────╮     ╭────────╮
│       │     │        │
│ owner │     │ member │
│       │     │        │
╰───────╯     ╰────────╯
```

*How teamRole moves between its states*

## Change a role

In **Settings › Members**, use the person’s **Role** control to choose **Owner** or **Member**. At least one Owner must remain in the teamspace.

- detail: Remove, **Role** (1), Approve, Cancel, Deny, Add

*In Settings › Members, use the person’s Role control to choose Owner or Member.*

## Remove a member

In **Settings › Members**, select **Remove** beside the person. You can’t remove the last Owner.

## Invite teammates

Only Owners can invite teammates. In **Settings › Members**:

1. Enter the person’s email in **Email**.
2. Choose **Member** or **Owner** in **Role**.
3. Select **Send invite**. The invitation expires after 7 days.

### Cancel a pending invitation

In **Settings › Members**, under **Invitations**, select **Cancel** beside the invitation.

## Manage email domains

Owners can add only a domain that matches their own email address. A domain already claimed by another teamspace can’t be added.

### Add a domain

In **Settings › Members**, select ****Add** [email domain]** to add your email domain.

### Remove a domain

In **Settings › Members**, select **Remove** beside the domain.

## Join policies

Owners set the policy in **Settings › Members**, under **Who can join**. With no email domains listed, colleagues can join only by invitation.

### Require approval

In **Settings › Members**, under **Who can join**, select **Colleagues ask, and an owner lets them in.**

### Allow direct joining

In **Settings › Members**, under **Who can join**, select the other option to let people with a listed email domain join on sign-in.

## Access requests

Owners review requests in **Settings › Members**, under **Requests**.

### Approve a request

Select **Approve**. Cactus adds the requester as a Member and emails them.

### Deny a request

Select **Deny**. The requester is told to ask an Owner for an email invitation.

## If an invitation fails

| What you see | What it means | What to do |
| --- | --- | --- |
| “This invitation has expired. Ask for a new one.” | The invitation is no longer valid | Ask an Owner to send another invitation |
| “This invitation was sent to [Invited email]. Sign in with that account.” | You’re signed in with a different email address | Sign in with the invited account, then open the link again |
| “Saved, but the email didn’t go” while inviting | The invitation is saved, but its email wasn’t sent | Ask an Owner to send another invitation |
| “Saved, but the email didn’t go” after requesting access | Your request is saved, but the email didn’t go to the owners | Ask an Owner to check **Settings › Members**, under **Requests** |
| “[Team name] didn’t approve your request” | An Owner denied your request | Ask an Owner to invite you by email |