> ## Documentation Index
> Fetch the complete documentation index at: https://docs.meetzy.es/llms.txt
> Use this file to discover all available pages before exploring further.
# Team Members
> Add team members to your Meetzy account and manage their access.
## Overview
The **Members** section allows account administrators to invite team members, assign them to specific agents, promote trusted teammates to admin, and control their permissions within the platform.
## Access Team Members
1. Navigate to **Account** in the main menu
2. Select **Members**
3. View all current team members
## Team Members List
The members list displays:
| Column | Description |
| ------------------------ | -------------------------------------------------------------------------------------- |
| 👤 **Avatar** | Profile picture or initial, with a status dot (green = active, gray = invite pending) |
| **Name** | Member's full name and job title |
| **Role badge** | **Admin** or **Member**, shown next to the name |
| **Invite pending badge** | Appears if the member hasn't signed in yet |
| **Email** | Member's email address |
| **Actions** | Edit permissions, Change email, Change password, Resend invite, Promote/Demote, Remove |
A gray status dot and an **Invite pending** badge next to a member's name mean they have not yet accepted their invitation or signed in for the first time. Once they log in, the dot turns green and the badge disappears.
## Invite a New Member
Click the **+ Invite** button to add a new team member.
### Required Information
| Field | Description |
| ---------------- | --------------------------------------- |
| 📧 **Email** | The member's email address (required) |
| 👤 **Name** | Full name of the team member (required) |
| 💼 **Job Title** | Role or position (optional) |
### Choose a Role
Every invitation now includes a **role selector** with two options:
| Role | Description |
| ---------- | --------------------------------------------------------------------------------------------------------------------- |
| **Member** | Standard access, limited to the permissions and agents you assign below |
| **Admin** | Full account administrator. Can manage team members, agents, and (if enabled) API tokens, just like the account owner |
Only grant the **Admin** role to people you fully trust. Admins can invite, edit, promote, and remove other team members, including other admins.
### Permission Settings
Configure what the new member can do (these settings are ignored if the role is **Admin**, since admins have full access):
| Permission | Description |
| ----------------------------- | ---------------------------------------------------------- |
| **Can edit agents** | Allow modifying agent configurations |
| **Can use advanced editor** | Access to the full Advanced Editor for agent configuration |
| **Can access CRM** | Access to the CRM module (contacts, segments, campaigns) |
| **Can view billable minutes** | See billing information and usage statistics |
| **Can view recordings** | Listen to call recordings |
### Agent Assignment
Select which agents the member can view or edit:
* Check the boxes next to each agent
* Members will only see calls and data from assigned agents
* For multi-company accounts, agents are organized by company
### Send Invitation Email
Toggle **Send invitation email** to control how the account is created:
* **On** *(default)*: Sends a welcome email with a link to set a password and sign in
* **Off**: Creates the account silently, without sending an email — useful when you plan to share credentials directly or set a password yourself
The invite button label updates automatically based on this toggle: **Create & Send Invite** when the toggle is on, **Create Member** when it's off.
Click the invite button to add the member. If the invitation email is enabled, the new teammate will show up with an **Invite pending** badge until they accept it.
## Edit Member Details
Click **Edit permissions** on any member to modify their settings:
1. Update their **Name** or **Job Title**
2. Change their **Role** (Member ↔ Admin)
3. Adjust permission toggles
4. Change agent assignments
5. Click **Save changes**
## Promote or Demote an Admin
You can change a member's role directly from the actions menu, without opening the full edit modal:
Click the **â‹®** icon on the member's row.
* Select **Promote to admin** to grant full account administrator access
* Select **Demote to member** to remove admin privileges and fall back to their configured permissions
The role badge next to the member's name updates immediately.
You cannot demote or remove yourself, and the account owner's role cannot be changed. This prevents accidentally locking yourself — or everyone else — out of the account.
## Resend a Pending Invitation
If a teammate hasn't accepted their invite yet (indicated by the **Invite pending** badge), you can resend it:
1. Open the **actions menu** (â‹®) on the member's row
2. Click **Resend invite**
3. The button shows **Sending...** while the email is dispatched
This option only appears for members whose account is still pending activation.
## Change a Teammate's Email
Administrators can update a team member's sign-in email directly from the member list:
1. Open the **actions menu** (â‹®) on the member's row
2. Click **Change email**
3. Enter the new email address
4. Confirm the change
This updates where the member signs in and receives notifications. The member may need to use the new address the next time they log in.
## Change Member Password
Administrators can reset a member's password:
1. Click **Change Password** on the member
2. Enter the new password (minimum 6 characters)
3. Click **Update Password**
The member will need to use the new password on their next login.
## Remove a Member
To remove a team member:
1. Click **Remove** on the member's row
2. Confirm the removal in the dialog
Removing a member is permanent and cannot be undone. All their data and access will be permanently deleted.
## Search Members
Use the search bar to find members by name:
* Type in the search field
* Results filter as you type
## Best Practices
1. **Principle of least privilege**: Only grant the **Admin** role or elevated permissions when a teammate truly needs them
2. **Agent-specific access**: Assign members only to agents they work with
3. **Watch pending invites**: Follow up or resend invitations that stay pending for too long
4. **Regular audits**: Periodically review member roles, permissions, and remove inactive users
5. **Secure passwords**: Use strong passwords when creating accounts without email invitations