Manage teams, invite members, and understand YokeBot's authentication system.
On YokeBot Cloud, two OAuth providers are available:
For self-hosted instances, you configure your own Supabase project and can enable whichever auth providers Supabase supports (email/password, Google, GitHub, Apple, etc.).
SUPABASE_URL=https://your-project.supabase.co
SUPABASE_ANON_KEY=your_anon_key
SUPABASE_SERVICE_ROLE_KEY=your_service_role_keyThe engine uses the service role key for server-side operations. The dashboard uses the anon key for client-side authentication.
Teams are the top-level organizational unit. All agents, chat, knowledge bases, data tables, and tasks belong to a team. Every user has a personal team created automatically on sign-up.
Business Context is the information your agents use to tailor their work to your company. It includes your company name, industry, target market, goals, and a free-form notes field for anything else your agents should know.
To set it up, go to Settings > Business Context. The more detail you provide, the better your agents will perform — think of it like onboarding a new employee.
| Field | Purpose |
|---|---|
| Company Name | Used in agent outputs and communications. |
| Industry | Helps agents understand your market and use appropriate terminology. |
| Target Market | Guides agents when creating content, doing research, or drafting outreach. |
| Primary Goal | Keeps agents focused on what matters most to your business. |
| Additional Context | Free-form notes, ongoing memories, and context that agents reference continuously. |
Every agent on your team automatically receives this context in their system prompt, so you only need to set it once.
| Role | Permissions |
|---|---|
| Owner | Full access. Can delete the team, manage billing, and change roles. |
| Admin | Can manage agents, tasks, KB, data tables, and invite members. |
| Member | Can use agents, chat, and view tasks. Cannot change team settings. |
Team owners and admins can invite new members from Settings > Team > Members. Enter the invitee's email address and select a role. They will receive an invitation email with a link to join.
If you belong to multiple teams, use the team switcher in the top-left corner of the dashboard. Your current team context determines which agents, chat, and data you see.