> ## Documentation Index
> Fetch the complete documentation index at: https://docs.adriel.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing members

> Invite members to a workspace, assign roles, and organize them into teams.

Members are the users who have access to a workspace. Each member has a **role** that decides what they can do, and can be organized into **teams** that get access to specific teamspaces.

## Member roles

Every member has one of three workspace-level roles:

* **Admin** — full control. Can invite and remove members, change roles, create and delete teamspaces, connect data sources, edit workspace settings, and take every dashboard-level action.
* **View and edit** — can create and edit dashboards, connect data sources they're given access to, and take widget-level actions like turning campaigns on and off. Can't invite members or change workspace settings.
* **View only** — can view dashboards they have access to and their data. Can't edit dashboards, take campaign actions, or invite members.

## Invite a member

Only Admin members can invite. From workspace settings, open the **Members** section.

<Steps>
  <Step title="Open the invite flow">
    Click the invite action on the Members page. An invite form opens.
  </Step>

  <Step title="Add email addresses">
    Enter one or more email addresses. Each row can be assigned its own role.
  </Step>

  <Step title="Assign a team (optional)">
    Pick an existing team, or type a new team name to create one. Team assignment controls which teamspaces the new member can access.
  </Step>

  <Step title="Send the invitations">
    Confirm. Each recipient receives an email with a signup link. Members that sign up appear as active in the Members page; pending invites show as "Pending" until accepted.
  </Step>
</Steps>

## Seat cap

Some plans limit how many active members a workspace can have. If a plan is at cap, sending a new invite prompts to upgrade the plan first. Existing members that haven't accepted don't count against the cap until they sign up.

## Change a member's role

Only Admin members can change a role.

* From the Members page, find the member and open the role dropdown on their row.
* Pick the new role. The change takes effect immediately.
* A member can't lower or remove their own Admin role while they're the only Admin in the workspace — the workspace always needs at least one Admin.

## Remove a member

Only Admin members can remove members.

* From the Members page, use the row action to remove a member.
* Removed members lose access to every teamspace and dashboard in the workspace. Their user account itself isn't deleted; they can still access other workspaces they belong to.

## Teams

A **team** is a group of members that can be granted access to teamspaces together. Teams are optional but useful when a workspace has multiple teamspaces and different groups of members need access to different subsets.

For example, a marketing agency might create:

* A **Client A team** with the account managers on that account.
* A **Client B team** with a different set of account managers.
* A **Leadership team** with people who need visibility across every client.

Each team can then be added to the corresponding teamspaces from that teamspace's [settings](/workspace-and-access/teamspace-settings#members).

<Note>
  When a team is added to a teamspace, **any new member added to that team in the future automatically gets access to the teamspace**. Team-based teamspace access stays in sync with team membership — no need to re-grant access every time a new member is added to a team.
</Note>

## Permissions

* Only **Admin** members can invite, change roles, or remove members.
* Any member can leave a workspace they belong to from their own account settings.

## Related

<CardGroup cols={2}>
  <Card title="Teamspace settings" href="/workspace-and-access/teamspace-settings">
    Add teams and members to a specific teamspace.
  </Card>

  <Card title="Workspace concepts" href="/workspace-and-access/workspace-concepts">
    The workspace-teamspace-folder-dashboard hierarchy.
  </Card>
</CardGroup>
