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

# Team members

> Invite teammates, give them access to workspaces, set what each one can view and manage, and remove access. Covers re-inviting someone who is already on the account.

Team members are the people who can sign in to your Nedzo account. Each member has a role, a set of workspaces they can reach, and permissions that decide which pages they can view or manage.

You manage members in two places:

| Page             | Where                                   | Use it to                                                                                                    |
| ---------------- | --------------------------------------- | ------------------------------------------------------------------------------------------------------------ |
| **Users**        | **Settings > Admin > Users**            | See everyone on the account, invite with any role, and change any member's workspaces, role, and permissions |
| **Team Members** | **Settings > Workspace > Team Members** | See who can reach the current workspace, invite someone into it, and remove someone from it                  |

Only **owners** and **admins** see the **Invite User** button and the row actions.

## Roles

| Role      | Access                                                                                                                 |
| --------- | ---------------------------------------------------------------------------------------------------------------------- |
| **Owner** | Reaches every workspace and every setting. There is one owner per account. The owner role can't be changed or invited. |
| **Admin** | Full access to all features and settings                                                                               |
| **User**  | Standard access to the workspaces they are given, limited by their permissions                                         |

Only the owner can change another member's role.

## Invite a member

1. Open **Settings > Admin > Users** and click **Invite User**.
2. Enter an **Email Address**. **First Name** and **Last Name** are optional.
3. Pick a **Role**: User or Admin.
4. Under **Workspace Access**, pick at least one workspace.
5. For a **User**, open **Permissions** and pick what they can view and manage.
6. Click **Send Invite**.

The new member gets an email with a link to set their password. They appear in the list straight away.

Inviting from **Settings > Workspace > Team Members** works the same way, with two differences: the member is always invited as a **User**, and they get access to the current workspace.

### Permissions

Permissions apply only to the **User** role. Admins and the owner can reach everything.

Each page has a **View** switch and a **Manage** switch.

| Page              | What it covers                                                        |
| ----------------- | --------------------------------------------------------------------- |
| Dashboard         | Workspace analytics and overview. View only: Manage is not available. |
| Unibox            | The unified inbox for all conversations                               |
| Agents            | Creating and managing AI voice agents                                 |
| Contacts          | Contact lists and records                                             |
| Workflows         | Creating and managing automation workflows                            |
| Conversation Logs | Viewing and managing call conversations                               |
| Phone Numbers     | Phone numbers and DIDs                                                |
| Integrations      | Third-party integrations                                              |
| Settings          | Workspace settings                                                    |

* Every switch starts off.
* Turning on **Manage** also turns on **View**. Turning off **View** also turns off **Manage**.
* Click the **View** or **Manage** header to switch the whole column.
* [Campaigns](/campaigns/overview) has no permission switch. Every workspace member can use it.

### Seats

The invite window shows how many seats you use, for example *"4 of 5 seats used."* Only members who accepted their invite count.

At the limit, **Send Invite** is turned off. Buy an extra seat for \$29 a month under **Billing** first. See [Seats](/billing/plans#seats). Unlimited plans show no seat count.

### Invite errors

| Message                                 | What it means                                                                               |
| --------------------------------------- | ------------------------------------------------------------------------------------------- |
| Email is required                       | The email box is empty                                                                      |
| At least one workspace must be selected | Pick a workspace under Workspace Access                                                     |
| This email is already in use            | The email is taken and can't be invited. The window shows Nedzo's reason when there is one. |
| Only admins can invite members          | Your role can't invite                                                                      |
| Your account has no available seats     | Buy an extra seat in Billing first                                                          |

## Re-invite someone already on the account

If you invite an email that already belongs to a member of this account, Nedzo does not send a second invite. The invite window says:

> *\<email>* is already on this account.

It then offers a **Give access to \<workspaces>** button for the workspaces you picked. Click it to add them to those workspaces. You see *"\<email> now has access to \<workspaces>"* when it is done.

* Workspaces they can already reach are skipped.
* They get the permissions they already have on this account. Any permissions you set in the invite window are not used. Change them afterwards from the member list.
* If you didn't pick a workspace, pick one above, or edit their access from the member list.
* **Send Invite** stays off while this panel shows. Change the email to start over.

This is the way to bring back someone who lost access to a workspace.

## Change a member's workspaces and permissions

1. Open **Settings > Admin > Users** and click the member.
2. In the drawer, change **Workspace Access** and **Permissions**.
3. Click **Save Changes**.

How saving works:

* **Permissions carry over.** When you add a workspace, the member gets the same permissions they have in their other workspaces. If they have no workspace right now, they get the permissions they had before. The drawer notes this. Only change the switches if you want something different.
* **Permissions are shared.** A User's permissions apply to every workspace they can reach.
* **Permissions only save when you change a switch**, or when you change the member to the User role. Adding a workspace alone keeps their current permissions.
* **You can't remove yourself** from a workspace. Ask another admin to do it.
* If some workspace changes fail, Nedzo says which ones and why, and does not save the permissions. Click **Save Changes** again to retry.

The member gets an email each time they are added to or removed from a workspace. Every change is also written to the account's audit log.

## Remove a member from a workspace

1. Open **Settings > Workspace > Team Members** in the workspace.
2. Click **Remove** on the member's row and confirm.

They lose access to that workspace only. Their permissions are kept, so if you add them back later they get the same access they had.

## Delete a member

To remove someone from the whole account, open them in **Settings > Admin > Users** and click **Delete**. They lose access to every workspace. This can't be undone. You can't delete the owner or yourself.