# Invite your team and choose roles

> Send invitations, give each member the access they need, and accept an invitation yourself.

A workspace is shared by your team. Invite people, give each one the role their work needs, and change their access as the team changes. Only Owners and Admins can invite people and manage the team.

## Send an invitation

1. Open **Invitations** and select **Send Invitation**. On the **Members** page, **Invite Members** does the same.
2. Enter the **Email Address**, and optionally a **First Name** and **Last Name**.
3. Choose a **Role**: **Admin**, **Member** or **Viewer**.
4. Under **Expires In (Days)**, choose how long the invitation stays valid: 3, 7 (the default), 14 or 30 days.
5. Add a **Personal Message (Optional)** of up to 500 characters if you like.
6. Select **Send Invitation**. help.ai emails the invitation.

A few cases work differently:

- **Already an active member:** no invitation is created.
- **A disabled member:** you're asked to enable them instead. Open their row on **Members** and select **Enable**.
- **Already invited:** the pending invitation is reused, its role is updated, and the email goes out again.

## Track invitations

The **Invitations** list shows **Pending** invitations. Switch the filter to **All** to see the rest.

- **Copy link** copies the invitation link so you can share it yourself.
- The row menu (⋯) lets you **Edit** the role or expiry, **Resend** the email, or **Revoke** the invitation.

An expired invitation can't be resent or edited. Invite the same email again to send a new one.

## Roles

| What they can do | Owner | Admin | Member | Viewer |
| --- | --- | --- | --- | --- |
| Invite people, manage invitations, see **Members** and **Invitations**, change roles, disable members | ✓ | ✓ | | |
| Make someone an **Owner**, or change an Owner's role | ✓ | | | |
| Create and edit agents, deployments and forms | ✓ | ✓ | ✓ | |
| Add integrations, and change the ones they added | ✓ | ✓ | ✓ | |
| Change anyone's integrations, and who can use them | ✓ | ✓ | | |
| Take over **Inbox** conversations | ✓ | ✓ | ✓ | |
| Edit workspace **Settings** | ✓ | ✓ | | |
| Buy plans and credits, cancel a subscription, add or remove payment methods | ✓ | ✓ | | |
| Use **AI Chat**, edit **My Profile**, manage your own **API Keys** | ✓ | ✓ | ✓ | ✓ |

Everyone can see **Settings** and **Plan & Billing**, but only Owners and Admins can change them. Viewers can look around the workspace but can't create, change or delete agents, deployments, forms or integrations, or take over Inbox conversations.

The invitation form offers **Admin**, **Member** and **Viewer**. To make someone an Owner, an Owner opens their row on **Members**, selects **Edit** and sets **Role** to **Owner**. You can't make someone else an Owner of your personal workspace.

## Manage members

**Members** lists everyone in the workspace with their **Status**, **Role**, **Joined**, **Last Updated** and **Last seen**. Filter it by **All**, **Enabled** or **Disabled**. Select someone's **Last seen** to see their **First seen**, **Last seen** and **Sessions**.

From a member's row menu (⋯):

- **Edit** changes their **Role**, or turns **Enabled** off to suspend their access without removing them. Select **Save changes**.
- **Disable** turns their access off straight away, and **Enable** gives it back.

There's no way to remove a member, so disable them to cut their access. You can't change your own role: on your own row, the menu shows **Edit profile** instead.

## Your profile in this workspace

**My Profile** holds how you appear in this workspace: **Full Name**, **Display Name (Nickname)**, **Job Title / Position**, **Photo**, **Contact Email**, **Contact Phone**, **Timezone** and **Status / Mood**. Select **Edit Profile** to change them. They apply to this workspace only. Your sign-in email and password belong to your account, under **My Account**.

## Operators

Owners, Admins and Members can take over visitor conversations in **Inbox**. The **Operator** card in the sidebar tells help.ai you're available, so visitors who ask for a person hear that someone can answer. See [Take over a conversation in Inbox](https://support.help.ai/inbox-and-cases/take-over-a-conversation-in-inbox) and [Let visitors talk to a person](https://support.help.ai/inbox-and-cases/let-visitors-talk-to-a-person).

## Accept an invitation

When someone invites you:

1. Open the link in the invitation email, or one another workspace member shared with you. The page shows who invited you, your **Role**, when it **Expires** and any message.
2. If you're signed out, select **Login**, or **Create Account** if you don't have an account yet. Use the email address the invitation was sent to.
3. Select **Accept Invitation**, or **Decline**.

If you're signed in with a different email address, you see **Invitation Not For You**. Sign out and sign in with the invited address. An expired invitation says "This invitation has expired", so ask for a new one.

Invitations to your email address also show in the sidebar as a count, such as "1 invitation". It opens **My Invitations** in your account, where each row has **Accept** and **Decline**.

<Tip>
Start new members as **Member**, and keep **Admin** for people who manage the team, settings and billing. **Viewer** suits people who only need to read, such as a stakeholder reviewing conversations.
</Tip>