# Team

Use Team to manage workspace members and invitations. Add or remove people, assign roles and permissions, and review pending invitations.

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### Invite Team Members

1. Select **Invite Member.**

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2. Enter the team member’s details (First Name, Last Name and Email Address) and select the correct role based on the access level you want to grant.
3. Select **Send Invitation**.

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{% hint style="info" %}
Roles in Chatlyst:

* **Member** — basic access for managing chats.
* **Admin** — broader administrative access to most features, excluding Billing.
* **Owner** — full access.
  {% endhint %}

### Member Onboarding

1. The invited member receives an email invitation with instructions for joining the workspace and completing the initial sign-in steps.

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2. On first login, the invited member reviews and completes account details and sets a password to finish the initial account setup.

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3. The invited member can then log in.

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4. The **Team Member** list and **Invitations** list update automatically after the invited member login.&#x20;

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5\. The Team Member list shows the full list of workspace members and key details for each person, including role and current status.

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6. The Invitations list shows the status of each invite so the owner can confirm whether an invite is pending, accepted, or needs to be resent.

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7. If the latest changes do not appear right away, select **Refresh** to fetch the most up-to-date information.

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### Mange Access

The following guide shows how to manage a member’s access:

1. Select the member.
2. Open the menu next to the member’s name.

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3. Use the menu to:
   * Update the member’s role and access level
   * Suspend the member to temporarily remove access
   * Remove the member from the workspace

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### Manage Invitations

The following guide shows how to manage invitations:

1. Select the invitation.
2. Open the menu next to the invited person’s name.

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3. Use the menu to:
   * **Resend Invitation** (if the original email was missed or expired).
   * **Revoke Invitation** (if it was sent in error or is no longer needed).

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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://chatlyst.gitbook.io/chatlyst-user-guide/settings/team.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
