---
title: Team members & roles
description: Invite people to your account and control what each of them can change.
---

An account can have more than one person on it. Each person holds a role, and
the role decides what they are allowed to change.

## The roles

| Role | What they can do |
| --- | --- |
| **Owner** | Everything, including plan and billing. |
| **Admin** | Manage workspaces and members. Cannot change billing. |
| **Member** | Use and edit operational content — agents, knowledge, campaigns. |

Billing is the clearest line between the roles: only the Owner can change the
plan or the payment method. An Admin who opens the billing page is told that
billing is owner-managed and shown plan usage instead.

The Owner role is not something you hand out from the members list — it is not
offered when inviting someone or when changing an existing member's role.

## Inviting someone

1. Open **Manage** on the workspace to reach the members list.
2. Choose to invite a member.
3. Enter their **email address**.
4. Choose their **Account role** — Member, or Admin if you are the Owner.
5. Send the invitation. They receive an email with a link that adds them to the
   account once they accept it.

Who can invite whom follows the roles: **Owners can invite Admins or Members;
Admins can invite Members only.** The role selector shows just the roles you
are allowed to hand out.

## Invitations waiting to be accepted

A pending invitation stays in the members list until it is accepted. From there
you can **resend** it — useful when the first email was missed — or **revoke**
it, which cancels the invitation so the link no longer works.

## Changing or removing a member

The members list lets you change a member's role or remove them from the
account. Removing someone revokes their access; it does not delete the agents,
knowledge, or campaigns they created, which stay in the workspace they belong
to.

## Access scope

Members added today have access across the whole account, so a role means the
same thing in every workspace.

Accounts that existed before that was true can still have members limited to
particular workspaces. Those members show an **Upgrade to account-wide access**
action, which only the Owner can use, and which moves them onto the current
model. It is a one-way change — there is no control to narrow someone back down
to individual workspaces.

## Related

- [Workspaces](./workspaces.md) — what a workspace holds, and what is shared
  across the account instead.
- [Plan & billing](./plan-billing.md) — the part only the Owner controls.