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

# Manage Team Members and Roles in Your Egentify Workspace

> Invite team members, assign the right role for each person, and control who can access tickets, settings, and billing in Egentify.

Egentify's role system lets you give each team member the right level of access for their job. Whether you're onboarding a developer, a support agent, or a store manager, you can grant exactly the permissions they need — nothing more.

## Roles

| Role                            | Access                                                                                                                           |
| ------------------------------- | -------------------------------------------------------------------------------------------------------------------------------- |
| **Owner**                       | Full access to all settings, billing management, and org-level configuration. Automatically assigned to the account creator.     |
| **Admin**                       | Manage stores, team members, and all project settings. No restrictions except ownership transfer.                                |
| **IT / Technical Specialist**   | Configure chat, voice, and ticket settings; manage team members. No billing access.                                              |
| **Assistant / Chat Supervisor** | Monitor conversations and manage tickets. No access to billing or project settings. Can be scoped to specific stores.            |
| **Member**                      | Default role for new invites. Limited access suitable for general team members who need visibility without configuration rights. |

## Inviting team members

<Steps>
  <Step title="Open the Team page">
    Go to your org dashboard at [egentify.com](https://egentify.com) and click **Team** in the left sidebar.
  </Step>

  <Step title="Start the invite">
    Click **Invite team member**.
  </Step>

  <Step title="Enter their details">
    Enter the team member's email address and select the role that matches their responsibilities.
  </Step>

  <Step title="Send the invite">
    Click **Send invite**. They'll receive an email with a link to join your workspace. Invites expire after **7 days** — if the link isn't used in time, send a new invite from the Team page.
  </Step>
</Steps>

## Removing a team member

From the **Team** page, click the **⋯** menu next to the team member you want to remove and select **Remove**. Their access is revoked immediately — they will no longer be able to log in to your workspace or view any tickets or conversations.

<Note>
  If you use round-robin ticket assignment, only team members added to the round-robin participant list in Agent Settings will receive auto-assigned tickets. Removing someone from the team does not automatically remove them from the round-robin list — update that list separately.
</Note>