> ## Documentation Index > Fetch the complete documentation index at: https://docs.datalyr.com/llms.txt > Use this file to discover all available pages before exploring further. # Team Management > Invite team members and manage workspace access and permissions Team Management lets you invite team members to your DATALYR workspace, control access levels, and collaborate on analytics and campaigns. ## What It Does **Manage Team Access:** * Invite team members by email * Set role-based permissions * Control workspace access * Remove team members **Roles Available:** * Owner (full access) * Admin (manage team, settings) * Member (view and edit) * Viewer (read-only) ## Key Features ### Invite Team Members Add team members in seconds: **Invite Flow:** ``` 1. Go to Settings → Team 2. Click "Invite Member" 3. Enter email address 4. Select role 5. Send invitation ``` Invited member receives email with signup link. ### Role Permissions **Owner:** * Full access to everything * Manage billing and subscription * Delete workspace * Transfer ownership **Admin:** * Invite and remove team members * Change member roles * Manage workspace settings * Cannot manage billing **Member:** * View all data and reports * Create and edit campaigns * Manage integrations * Cannot manage team or billing **Viewer:** * Read-only access * View dashboards and reports * Cannot make changes * Cannot edit settings ### Team List See all workspace members: **Per Member:** * Name and email * Role * Last active * Invitation status (pending/active) **Actions:** * Change role * Resend invitation * Remove from workspace ### Pending Invitations Track invitation status: **Pending Invites:** * Shows who hasn't accepted yet * Resend invitation email * Cancel invitation * Set expiration (7 days) ## Use Cases **Marketing Team Collaboration** ``` Owner: Marketing Director (manages billing) Admins: Team Leads (invite members, settings) Members: Marketers (create campaigns, track) Viewers: Executives (view reports only) ``` **Agency Client Access** ``` Owner: Agency (manages everything) Viewer: Client (read-only reports) Result: Client sees performance without editing ``` **Department Access Control** ``` Separate workspaces per department Marketing: Full team access Sales: Viewer access to reports Finance: Viewer for revenue data ``` **Contractor Management** ``` Invite freelancer as Member Grant campaign access Remove when project complete Maintain security ``` **Audit and Compliance** ``` Viewer access for auditors Read-only financial data No editing capabilities Track who views what ``` ## How It Works ### Invitations **Email Invitation:** ``` 1. Invite sent to email 2. Recipient clicks link 3. Signs up or logs in 4. Automatically added to workspace ``` Invitation expires in 7 days if not accepted. ### Role Changes Change member roles anytime: **Process:** ``` 1. Go to Team settings 2. Click member dropdown 3. Select new role 4. Confirm change ``` Takes effect immediately. Member sees updated access on next login. ### Workspace Switching Members can be in multiple workspaces: **Workspace Selector:** * Dropdown in top nav * Switch between workspaces instantly * Each workspace has own permissions **Example:** ``` User is Admin in Workspace A User is Viewer in Workspace B Different access per workspace ``` ### Billing Impact **Team Size Limits:** * Free plan: 1 user * Starter: 3 users * Pro: 10 users * Enterprise: Unlimited Upgrade plan to add more team members. ## Best Practices **Use Least Privilege:** * Start with Viewer role * Grant more access as needed * Don't make everyone Admin **Regular Audits:** * Review team list monthly * Remove inactive members * Update roles as needed **Separate Workspaces:** * One workspace per brand/client * Clear separation of data * Easier permission management **Document Roles:** * Create role guidelines * Define responsibilities * Share with team **Onboarding Process:** * Welcome email with training * Assign mentor for first week * Schedule check-in after 30 days ## Security **Access Control:** * Role-based permissions enforced * Cannot escalate own privileges * Audit log of all changes **Data Privacy:** * Members only see workspace data * No cross-workspace access * GDPR compliant **Session Management:** * Automatic logout after inactivity * Secure authentication * 2FA available ## Limitations **Cannot Downgrade Owner:** * Workspace must have one Owner * Transfer ownership before downgrading * Prevents accidental lockout **Invitation Email Required:** * Must have valid email address * Cannot invite by username * No guest access **Role Restrictions:** * Viewers cannot export data * Members cannot manage billing * Only Owners can delete workspace ## Next Steps Share with your team Collaborate on analysis Configure workspace Upgrade for more seats