> For the complete documentation index, see [llms.txt](https://chatlyst.gitbook.io/chatlyst-user-guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://chatlyst.gitbook.io/chatlyst-user-guide/settings/team.md).

# Team

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

<div data-with-frame="true"><figure><img src="https://1646628841-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBW7n4ClAhZvbgvusylCd%2Fuploads%2F3HZlCH651rzusuALZy7L%2Fimage.png?alt=media&amp;token=2b001252-d632-4369-b9bf-d4119e8b39e6" alt=""><figcaption></figcaption></figure></div>

***

### Invite Team Members

{% stepper %}
{% step %}
Select **Invite Member.**

<div data-with-frame="true"><figure><img src="https://1646628841-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBW7n4ClAhZvbgvusylCd%2Fuploads%2F28ZIJvETntnyn2mJfAML%2Fimage.png?alt=media&amp;token=0cea5d67-9c24-43b7-ba72-0b6be25c6f0a" alt=""><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}
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. Select **Send Invitation**.

{% 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 %}

<div data-with-frame="true"><figure><img src="https://1646628841-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBW7n4ClAhZvbgvusylCd%2Fuploads%2Fy3V0cx4zXd1RTV7256oB%2Fimage.png?alt=media&amp;token=ac4188d6-9f56-4f8c-97a4-237736b1faf0" alt=""><figcaption></figcaption></figure></div>
{% endstep %}
{% endstepper %}

***

### Member Onboarding

{% stepper %}
{% step %}
The invited member receives an email invitation with instructions for joining the workspace and completing the initial sign-in steps.

<div data-with-frame="true"><img src="https://1646628841-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBW7n4ClAhZvbgvusylCd%2Fuploads%2F72PNvpnludo1iPCwHKjP%2Fattachment%3A362ce5ea%20355a%2047cc%20be60%2006a8d5bdf5bd%3AScreenshot_2026%2004%2023_at_9.41.31_PM.png?alt=media&amp;token=b406bbbf-0da5-4058-beb2-212cdb90e53c" alt="" width="563"></div>
{% endstep %}

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

<div data-with-frame="true"><img src="https://1646628841-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBW7n4ClAhZvbgvusylCd%2Fuploads%2FhxtKGx24E1qMVY2OPbCL%2Fattachment%3Ab5f43912%201094%204cfe%20bf1b%202707f3bf1fec%3AScreenshot_2026%2004%2023_at_9.50.54_PM.png?alt=media&amp;token=2d59b1ad-782a-4ece-aafe-c01e088c86be" alt="" width="563"></div>
{% endstep %}

{% step %}
The invited member can then log in.

<div data-with-frame="true"><img src="https://1646628841-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBW7n4ClAhZvbgvusylCd%2Fuploads%2F2gmEda7ytmELlSD5W51t%2Fattachment%3A424ad2db%20f185%204242%20a11f%2023305828c99a%3Aimage.png?alt=media&amp;token=bf3efc70-7a96-4e15-8f73-823009b5c5ce" alt="" width="563"></div>
{% endstep %}

{% step %}
The **Team Member** **list** and **Invitations** **list** update automatically after the invited member login.&#x20;

<div data-with-frame="true"><figure><img src="https://1646628841-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBW7n4ClAhZvbgvusylCd%2Fuploads%2Fhyv6G77U4OskdBtqphOk%2Fimage.png?alt=media&amp;token=3bc3a1f7-5ce8-4ce9-99e3-004a21818b38" alt="" width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}
The Team Member list shows the full list of workspace members and key details for each person, including role and current status.

<div align="left" data-with-frame="true"><img src="https://1646628841-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBW7n4ClAhZvbgvusylCd%2Fuploads%2FBbd0CxCAdxjN1krB8xcw%2Fattachment%3Aff11c019%20f7e9%204150%208699%2083e8f1cb4b05%3Aimage.png?alt=media&amp;token=8a96202c-363a-4a4c-8426-4ec52deb73d5" alt=""></div>
{% endstep %}

{% step %}
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.

<div data-with-frame="true"><img src="https://1646628841-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBW7n4ClAhZvbgvusylCd%2Fuploads%2F7uxyc0mHa6RrFZ22Rkfe%2Fattachment%3A12f4f650%206c81%204ed9%2080ed%20d4a18c47314e%3Aimage.png?alt=media&amp;token=f44b915f-474f-4db6-8740-3e3fad618483" alt=""></div>
{% endstep %}

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

<div data-with-frame="true"><img src="https://1646628841-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBW7n4ClAhZvbgvusylCd%2Fuploads%2FDqymU1nVHmBczXdUHYRz%2Fattachment%3Ac60646fa%20e2c2%2047d0%209a4b%20db7517ee6458%3Aimage.png?alt=media&amp;token=bc071a83-8ddd-4edf-b52b-02757062f1f1" alt=""></div>
{% endstep %}
{% endstepper %}

***

### Mange Access

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

{% stepper %}
{% step %}
Select the member and open the menu next to the member’s name.

<div data-with-frame="true"><img src="https://1646628841-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBW7n4ClAhZvbgvusylCd%2Fuploads%2FsKnJAE5zY0oa3UC4vCiB%2Fattachment%3A0249d2c8%20cfc2%204c82%20a509%20335ca65c6495%3Aimage.png?alt=media&amp;token=c7c3102a-7c5d-4c65-804f-4ae7ee15d033" alt=""></div>
{% endstep %}

{% step %}
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

<div data-with-frame="true"><img src="https://1646628841-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBW7n4ClAhZvbgvusylCd%2Fuploads%2FCdIeCLmG0mHTIKk7zWf6%2Fattachment%3A8d3184ac%209293%204d6a%208c30%200f8dcba6fdaf%3Ac0809156%20c524%20410f%208529%20ae7d3a4aa3f9.png?alt=media&amp;token=641943db-a535-45cb-a875-1b9b50461c4b" alt=""></div>
{% endstep %}
{% endstepper %}

***

### Manage Invitations

The following guide shows how to manage invitations:

{% stepper %}
{% step %}
Select the invitation and open the menu next to the invited person’s name.

<div data-with-frame="true"><img src="https://1646628841-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBW7n4ClAhZvbgvusylCd%2Fuploads%2FNWTCgt5E2yEB7lVeSFbo%2Fattachment%3A4ee13e5a%2079d5%20460e%20b85f%20d96a099630f0%3Aimage.png?alt=media&amp;token=196e103f-44f9-457e-982e-d2b754007096" alt=""></div>
{% endstep %}

{% step %}
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).

<div data-with-frame="true"><img src="https://1646628841-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBW7n4ClAhZvbgvusylCd%2Fuploads%2FCAIniXxOARva1jV6BGcl%2Fattachment%3Ac1c80183%20db1c%20488e%208cc5%20cff4019df77b%3A20472384%205965%20424b%208f3e%2032999906d016.png?alt=media&amp;token=7a804349-223c-4994-8d21-1f09d2b6b6d7" alt=""></div>
{% endstep %}
{% endstepper %}
