> ## 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 and nothing more.

## Roles

There are three roles you can assign, plus the owner.

| Role | Access |
| - | - |
| **Owner** | Full access to all settings, billing, and organization configuration. Assigned automatically to whoever created the account, and not assignable to anyone else. |
| **Administrator** | Full management of team, stores, and organization settings. Everything except transferring ownership. |
| **Technical Specialist** | Management of store configurations, API [integrations](https://egentify.com/docs/integrations.md), and developer settings. Can also manage team members. No billing access. |
| **Chat Supervisor** | Monitoring and direct supervision of AI-customer conversations, plus working tickets. No billing or store settings, and integration settings are read-only. Can be scoped to specific stores. |

> [!NOTE]
>
> A Technical Specialist can manage the team but cannot promote anyone to Administrator.

## Inviting team members

**1. Open the Team page**

Go to your org dashboard at [egentify.com](https://egentify.com) and click **Team** in the left sidebar.

**2. Start the invite**

Click **Invite team member**.

**3. Enter their details**

Enter the team member's email address and select the role that matches their responsibilities.

**4. 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.

## 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, so update that list separately.


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