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

# Member Management

> Invite team members, manage roles, and control org access from the Members panel.

The Members panel at `/admin/members` is your central hub for managing who has access to your ZeroTwo org workspace. From here you can invite new members, change roles, remove members, and handle pending invites and join requests.

<Info>
  Only users with the **Owner** or **Admin** role can access `/admin/members`. Standard Members do not have access to the admin panel.
</Info>

## The Three Tabs

The Members panel is organized into three tabs:

| Tab             | What it shows                                                |
| --------------- | ------------------------------------------------------------ |
| Active Users    | All current members with access to the org workspace         |
| Pending Invites | Invites that have been sent but not yet accepted             |
| Join Requests   | Requests from users who want to join the org (if applicable) |

## Inviting Members

Adding a new team member takes about 30 seconds. Once invited, they receive an email with a link to join your org.

<Steps>
  <Step title="Open the Members panel">
    Navigate to `/admin/members` in your admin panel.
  </Step>

  <Step title="Click Invite">
    Click the **Invite** button in the top-right corner of the Members panel.
  </Step>

  <Step title="Enter the member's email">
    Type the email address of the person you want to invite. This must match the email they'll use to sign up for or log into ZeroTwo.
  </Step>

  <Step title="Select a role">
    Choose the role for this member: Owner, Admin, or Member. The default is Member. See the roles table below for guidance.
  </Step>

  <Step title="Send the invite">
    Click **Send Invite**. The invite is created immediately.
  </Step>

  <Step title="Invite appears in Pending Invites">
    The invite shows up in the Pending Invites tab. You can see its status and revoke it from there if needed.
  </Step>

  <Step title="Member receives email">
    ZeroTwo sends the invitee an email with a unique invite link. The link is valid until used or revoked.
  </Step>

  <Step title="Member accepts and joins">
    When they click the invite link, they're guided through joining the org. Once complete, they move from Pending Invites to Active Users.
  </Step>
</Steps>

## Active Users View

The Active Users tab shows all current org members. For each member you can see:

* **Avatar and name** — their display name and profile photo
* **Email address** — the email associated with their ZeroTwo account
* **Role** — Owner, Admin, or Member
* **Join date** — when they joined the org

Click any member to open their details panel, where you can change their role or remove them.

## Roles

ZeroTwo Business uses three roles to control what team members can do in the admin panel:

| Role       | Access Level    | Key Capabilities                                                                                             |
| ---------- | --------------- | ------------------------------------------------------------------------------------------------------------ |
| **Owner**  | Full access     | All settings, billing, member management, app controls. Cannot be removed by Admins. Only one Owner per org. |
| **Admin**  | Elevated access | Member management and app controls. No access to `/admin/billing`. Cannot assign Owner role to others.       |
| **Member** | Standard access | Full access to ZeroTwo chat, tools, projects, and features. No admin panel access.                           |

<Tip>
  Use the Admin role for team leads or operations staff who need to manage membership and connectors but shouldn't have access to billing information.
</Tip>

## Changing a Member's Role

<Steps>
  <Step title="Open Active Users">
    Go to `/admin/members` → Active Users tab.
  </Step>

  <Step title="Click the member">
    Find the member whose role you want to change and click their row or name.
  </Step>

  <Step title="Change the role">
    In the member details panel, select the new role from the dropdown.
  </Step>

  <Step title="Save">
    Click Save (or the change may apply immediately, depending on the UI). The member's permissions update right away.
  </Step>
</Steps>

<Info>
  Admins can change roles between Admin and Member. Only the Owner can assign the Admin role, and the Owner role cannot be assigned through the UI — it requires contacting support.
</Info>

## Removing a Member

<Steps>
  <Step title="Find the member">
    Go to `/admin/members` → Active Users tab and click the member you want to remove.
  </Step>

  <Step title="Click Remove">
    Click the **Remove** button in their details panel.
  </Step>

  <Step title="Confirm">
    A confirmation dialog appears. Confirm the removal to proceed.
  </Step>

  <Step title="Access is revoked immediately">
    The member loses org workspace access the moment you confirm. They cannot access the admin panel, org-shared features, or any org-specific context.
  </Step>
</Steps>

<Warning>
  Removing a member **does not delete their individual data**. Their personal chats, files, and memories remain in their ZeroTwo account. Only their access to the org workspace is revoked. If the removed member had an active paid seat, remember to also reduce your seat count in `/admin/billing` to avoid being billed for an unused seat.
</Warning>

<Note>
  The **Owner cannot be removed** by Admins or other members. Ownership transfer currently requires contacting ZeroTwo support.
</Note>

## Managing Pending Invites

The Pending Invites tab shows all invites that have been sent but not yet accepted.

* **View invite status** — see who you've invited and when
* **Revoke an invite** — click the invite → Revoke. The invite link becomes immediately invalid. The recipient will not be able to join using the old link.

If an invite email was lost or expired, revoke the old invite and send a new one.

## Join Requests

If your org has join requests enabled, the Join Requests tab shows users who have requested access. From there you can approve or deny each request, and assign a role upon approval.

## Best Practices

* **Audit your member list regularly** — remove former employees promptly to prevent unauthorized access
* **Use the least-privilege role** — most team members should be Members, not Admins
* **Match seats to active members** — after removing members, update your seat count in `/admin/billing` to avoid overpaying
* **Communicate before removing** — let members know in advance when their access will be revoked so they can save any personal work