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

# Team Management

> Invite and manage team members

Collaborate with your team by inviting members to your workspace. Each member can help manage replies, clients, and connections.

## Inviting Team Members

<Steps>
  <Step title="Go to Team Settings">
    Navigate to **Settings → Team** in the sidebar.
  </Step>

  <Step title="Send an invitation">
    1. Click **Invite Member**
    2. Enter their email address
    3. Select their role (Admin or Member)
    4. Click **Send Invite**
  </Step>

  <Step title="Team member accepts">
    They'll receive an email with a link to join your workspace. Once accepted, they can log in and start working.
  </Step>
</Steps>

<Info>
  Invited users can accept the invitation and create an account, or join with an existing Replyify account.
</Info>

## Roles & Permissions

### Owner

The workspace creator with full administrative access.

**Permissions:**

* All Admin permissions
* Delete workspace
* Transfer ownership
* Access billing and payments

<Warning>
  Each workspace has exactly one owner. Ownership can only be transferred manually.
</Warning>

### Admin

Full access to manage the workspace and team.

**Permissions:**

* View and respond to all replies
* Manage clients and connections
* Invite and remove team members
* Change member roles
* Access all settings
* **Cannot** access billing or delete workspace

### Member

Standard team member access for day-to-day work.

**Permissions:**

* View and respond to replies
* Manage connections
* View clients (read-only)
* View analytics

**Cannot:**

* Invite team members
* Change settings
* Access billing
* Delete data

## Managing Team Members

### Changing Roles

Admins and owners can change team member roles:

1. Go to **Settings → Team**
2. Find the team member
3. Click the role dropdown
4. Select the new role

### Removing Members

To remove a team member:

1. Go to **Settings → Team**
2. Find the team member
3. Click **Remove**
4. Confirm the removal

<Info>
  Removed members lose access immediately. Any work they did (sent replies, etc.) remains in the system.
</Info>

## Pending Invitations

### Viewing Invitations

See pending invitations in **Settings → Team**. Each invitation shows:

* Email address
* Role assigned
* Date sent
* Status (pending/accepted)

### Resending Invitations

If an invitation expired or was lost:

1. Find the pending invitation
2. Click **Resend**
3. A new invitation email is sent

### Canceling Invitations

To cancel a pending invitation:

1. Find the invitation in the list
2. Click **Cancel**
3. The invitation link becomes invalid

## Best Practices

### Role Assignment

<AccordionGroup>
  <Accordion title="When to use Admin role">
    * Team leads who need to manage members
    * Account managers who configure clients
    * Senior staff who need full access
  </Accordion>

  <Accordion title="When to use Member role">
    * Team members focused on responding to leads
    * New hires during onboarding
    * Contractors with limited access needs
  </Accordion>
</AccordionGroup>

### Security Tips

1. **Regular audits**: Review team members quarterly
2. **Role minimization**: Give the least access needed
3. **Remove promptly**: Remove members who leave immediately
4. **Owner backup**: Consider having a trusted Admin who could take over

## Multiple Workspaces

Team members can belong to multiple workspaces:

* Each workspace has separate settings and data
* Switch between workspaces using the workspace selector
* Roles are workspace-specific (Admin in one, Member in another)

<Tip>
  Agencies often create separate workspaces per major client to keep data and teams organized.
</Tip>