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

# Team Management

> Manage platform members with role-based access control

<Frame>
  <img src="https://voicebot-cdn.s3.eu-central-1.amazonaws.com/dashboard/team-management-overview.png" alt="Team Management Overview" />
</Frame>

## Team Management

Manage your organization's members with granular role-based access control. Search and filter members based on any information available in the member list.

## Member Roles

<CardGroup cols={2}>
  <Card title="Company Admin" icon="building-user">
    Full platform access with ability to:

    * Manage all platform features
    * Add/remove other admins
    * Modify any member's roles
  </Card>

  <Card title="Team Member" icon="users">
    Customizable access with:

    * Feature-specific permissions
    * Granular access control
    * Role-based restrictions
  </Card>
</CardGroup>

## Adding Team Members

<Frame>
  <img src="https://voicebot-cdn.s3.eu-central-1.amazonaws.com/dashboard/add-team-members.png" alt="Add Team Members Dialog" />
</Frame>

### Invitation Process

<Steps>
  1. Click "Add Team Member" button
  2. Enter member email(s)
  3. Select role (Company Admin or Team Member)
  4. Configure permissions (for Team Members)
  5. Send invitations
</Steps>

<Note>
  Invited users will receive an email with instructions to join your organization. Existing users can also access the organization through their dashboard.
</Note>

### Permission Levels

<CardGroup cols={3}>
  <Card title="Editor" icon="pen-to-square">
    Full feature access:

    * Create and modify
    * Delete and manage
    * Full control
  </Card>

  <Card title="Viewer" icon="eye">
    Read-only access:

    * View content
    * Access reports
    * No modifications
  </Card>

  <Card title="Restricted" icon="lock">
    No access:

    * Feature hidden
    * Access denied
  </Card>
</CardGroup>

## Feature Permissions

<AccordionGroup>
  <Accordion title="Platform Features" icon="puzzle-piece">
    Configure access for:

    * Workflows
    * Assistants
    * Multi Agent
    * Knowledge Base
    * Tools
    * Phone Numbers
  </Accordion>

  <Accordion title="Administrative Features" icon="shield">
    Manage access to:

    * Team Management
    * Billing
    * Analytics
    * Call Logs
  </Accordion>
</AccordionGroup>

<Note>
  Call Logs and Analytics are limited to Viewer or Restricted access as they are read-only features.
</Note>

## Managing Members

<Frame>
  <img src="https://voicebot-cdn.s3.eu-central-1.amazonaws.com/dashboard/edit-member-permissions.png" alt="Edit Member Permissions" />
</Frame>

### Available Actions

<CardGroup cols={2}>
  <Card title="Role Management" icon="user-gear">
    * Change member roles
    * Update permissions
    * Modify access levels

    *Company Admin required for role changes*
  </Card>

  <Card title="Member Administration" icon="users-gear">
    * Remove members
    * Edit permissions
    * Manage invitations

    *Available to admins and authorized team members*
  </Card>
</CardGroup>

### Permission Management Rules

<Steps>
  1. Company Admins can:
     * Modify any member's role or permissions
     * Add/remove other Company Admins
     * Manage all aspects of the organization

  2. Team Members with Edit access can:
     * Add/remove other Team Members
     * Modify Team Member permissions
     * Cannot modify Company Admin roles
</Steps>

## User States

<CardGroup cols={2}>
  <Card title="Active" icon="circle-check">
    Member has accepted invitation and completed setup
  </Card>

  <Card title="Pending" icon="clock">
    Invitation sent, awaiting user acceptance
  </Card>
</CardGroup>

<Note>
  New users will be guided through the signup process with their email pre-filled. Existing users can access the organization immediately after accepting the invitation.
</Note>