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

# Members

> Manage your team members, roles, and permissions in Lancey.

## Overview

The Members section allows you to invite team members, manage their roles, and control who can access your Lancey workspace.

<Warning>
  Only Admins can invite members, change roles, and remove team members from the workspace.
</Warning>

## User roles and permissions

Lancey supports two roles with different permission levels:

| Capability                                   | Admin | Member |
| -------------------------------------------- | ----- | ------ |
| **Full access to workspace settings**        | ✓     | ✗      |
| **Invite and remove team members**           | ✓     | ✗      |
| **Change roles and permissions**             | ✓     | ✗      |
| **Access billing and subscription settings** | ✓     | ✗      |
| **Create and modify integrations**           | ✓     | ✗      |
| **View and manage tasks**                    | ✓     | ✓      |
| **Create new tasks**                         | ✓     | ✓      |
| **Approve or dismiss suggestions**           | ✓     | ✓      |

## Inviting team members

<Steps>
  <Step title="Navigate to Members">
    Go to **Settings → Members** in your dashboard
  </Step>

  <Step title="Add new invitation">
    Click the **+** button in the Invitations section
  </Step>

  <Step title="Enter email addresses">
    Input the email address of the team member you want to invite
  </Step>

  <Step title="Select a role">
    Choose a role (Admin or Member) for the invitee
  </Step>

  <Step title="Send invitation">
    Click **Send**. The team member will receive an email with an invite link
  </Step>
</Steps>

## Managing team members

### Viewing team members

Your Members page displays all current team members with:

* Name and email
* Role (Admin or Member)
* Join date
* Status (Active or Pending)

### Changing a member's role

1. Find the team member in the Members list
2. Click the role dropdown next to their name
3. Select the new role
4. Click **Update**

### Removing a team member

1. Click the menu icon next to the team member
2. Select **Remove from workspace**
3. Confirm the removal

<Warning>
  Removing a team member will revoke their access immediately. Consider exporting any important work first.
</Warning>

## Pending invitations

Members with "Pending" status haven't accepted their invitation yet:

* **Resend invitation** - Click the menu and select "Resend" to send the invite email again
* **Cancel invitation** - Click the menu and select "Cancel" to revoke the pending invite
* **Auto-expire** - Invitations expire after 30 days

## Best practices

<Accordion title="Assign appropriate roles">
  Give team members the minimum permissions they need. Start with Member role and escalate to Admin only when necessary.
</Accordion>

<Accordion title="Regularly review team access">
  Monthly, review your Members list to ensure everyone still needs their access level and remove inactive users.
</Accordion>

<Accordion title="Use separate Admin accounts">
  Have multiple admins for your workspace in case one is unavailable. At least one other admin should be able to manage billing and settings.
</Accordion>

<Accordion title="Monitor pending invitations">
  Follow up with team members if their invitations are still pending after a few days.
</Accordion>

## Troubleshooting

<Accordion title="Team member didn't receive invitation?">
  * Check that the email address is correct
  * Ask them to check spam/junk folders
  * Resend the invitation from the Members page
  * Verify their email domain isn't blocking Lancey
</Accordion>

<Accordion title="Member can't access the workspace?">
  Verify that:

  * They clicked the invite link in the email
  * They created their account successfully
  * Their status shows "Active" (not "Pending")
  * They're using the correct email address
</Accordion>

<Accordion title="How do I transfer Admin to another user?">
  You can change a Member's role to Admin by:

  1. Going to **Settings → Members**
  2. Clicking the role dropdown next to their name
  3. Selecting "Admin"
  4. Clicking "Update"
</Accordion>

<Note>
  Questions about managing your team? Reach out via the livechat widget on our platform or [schedule a call](https://cal.com/pateladi/support) with our team.
</Note>