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

# Team management

> Invite teammates, assign roles, and control who has access to your Citivus workspace.

The **Team Management** page lets you invite collaborators, assign roles, and govern access across your workspace. You'll find it under **Settings > My Team** in the sidebar.

<Frame caption="The Team Management page showing all workspace members">
  <img src="https://mintcdn.com/citivus/Z-ALmNf5MICCuw14/images/team-management-overview.png?fit=max&auto=format&n=Z-ALmNf5MICCuw14&q=85&s=9205685c9ea179e09925bb2938d8cddc" alt="Team Management page with a members table listing name, email, role, status, joined date, and action buttons" width="4063" height="1533" data-path="images/team-management-overview.png" />
</Frame>

## Members table

The members table gives you a complete view of everyone in your workspace. Each row includes:

| Column        | Description                                                                             |
| ------------- | --------------------------------------------------------------------------------------- |
| **Name**      | The member's display name and avatar                                                    |
| **Email**     | Their account email address                                                             |
| **Roles**     | Current role assignment (Admin, Editor, or Viewer) with an **Edit** button to change it |
| **Status**    | Whether the member is **Active** or has a **Pending** invitation                        |
| **Joined At** | The date they joined the workspace                                                      |
| **Actions**   | A **Remove** button to revoke their access                                              |

You can sort the table by clicking any column header and filter by status using the **Status** dropdown at the top right. The search bar lets you quickly find members by name or email.

## Inviting a new member

<Steps>
  <Step title="Click Invite Member">
    Click the **+ Invite Member** button at the top right of the page.
  </Step>

  <Step title="Enter their email">
    Type the email address of the person you want to invite.
  </Step>

  <Step title="Select a role">
    Choose **Admin**, **Editor**, or **Viewer** — each role card shows a brief description, and a detailed explanation appears below your selection.
  </Step>

  <Step title="Send the invite">
    Click **Send Invite**. The invitee will receive an email with instructions to join your workspace.
  </Step>
</Steps>

<Frame caption="The Invite Member dialog with email field and role selection">
  <img src="https://mintcdn.com/citivus/Z-ALmNf5MICCuw14/images/team-invite-member.png?fit=max&auto=format&n=Z-ALmNf5MICCuw14&q=85&s=e579bcd5c744bd989258f0331f7c7add" alt="Invite Member modal showing an email input field, three role options (Admin, Editor, Viewer), role explanation panel, and Send Invite button" width="4096" height="1690" data-path="images/team-invite-member.png" />
</Frame>

## Roles and permissions

Citivus uses three roles to control what each team member can do in your workspace. When inviting or editing a member, the role explanation panel shows exactly what each role grants.

### Admin

Admins have unrestricted access to manage the entire workspace.

* Manage users, roles, and invitations
* Access and modify billing details
* Configure global workspace settings
* Remove any member from the workspace
* Full control over all content and data

### Editor

Editors drive day-to-day content creation and management.

* Create, modify, and organize prompts
* Manage brands and related assets
* Access analytics and monitoring
* Cannot access billing settings
* Cannot invite or remove users

### Viewer

Viewers have safe, read-only access to workspace insights.

* View prompts and analytics
* Access monitoring and reports
* Cannot modify any content
* Cannot invite or remove users
* Cannot access configuration or billing

<Info>
  Choose the most restrictive role that still lets the person do their job. You can always upgrade a role later using the **Edit** button in the members table.
</Info>

## Changing a member's role

Click the **Edit** button next to a member's current role in the members table. A role selector will appear, allowing you to assign a different role. The change takes effect immediately.

## Removing a member

Click the **Remove** button in the **Actions** column for the member you want to remove. You will be asked to confirm before the member is removed. Once removed, they will lose access to the workspace immediately.

<Warning>
  Removing a member is immediate. They will no longer be able to access any workspace data. If you need to restore their access, you'll have to send a new invitation.
</Warning>
