> For the complete documentation index, see [llms.txt](https://docs.ipaware.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ipaware.io/dashboard/images-and-media.md).

# Team

Collaborate with your team by inviting members to your organization and managing their access levels.

### Overview

The Team tab allows you to:

* Invite new members via email
* Assign and manage roles
* View member status and activity
* Transfer organization ownership
* Update organization details
* Remove members

***

### Inviting Team Members

**Steps:**

1. **Open Invitation Modal**
   * Navigate to the **Team** tab
   * Click **+ Invite Member**
2. **Enter Details**
   * **Email:** Enter the team member's email address
   * **Role:** Select their initial role from the dropdown
     * You can change this later
3. **Send Invitation**
   * Click **Send Invite**
   * An invitation email is sent immediately
4. **Track Status**

   * Invited users appear in the table with "Pending" status
   * They have 7 days to accept the invitation 

   **Invitation Email Contains:**

* Link to create an account
* Organization name
* Assigned role
* Expiration notice

***

### Managing Team Members

#### Team Table

The table displays all members and pending invitations:

| Column      | Description                                      |
| ----------- | ------------------------------------------------ |
| **Email**   | Member's email address                           |
| **Roles**   | Assigned role badges (can have multiple)         |
| **Status**  | ACTIVE or PENDING                                |
| **Joined**  | Date they joined the organization                |
| **Actions** | Manage Roles, Transfer Ownership, Remove buttons |

#### Member Statuses

**ACTIVE** (Green Badge)

* Member has accepted invitation
* Has full access based on assigned roles
* Can use the console and API 

**PENDING** (Yellow Badge)

* Invitation sent but not yet accepted
* Shows "(Invited)" instead of roles
* Has Resend and Revoke options

***

### Managing Roles

#### Assigning Roles

Give members additional responsibilities: 

**Steps:**

1. Click **Manage Roles** next to the member
2. View their current roles in the modal
3. Select a new role from the dropdown
4. Click **Assign**
5. The role is added immediately

> **Note:** Members can have multiple roles. Their effective permissions are the union of all assigned roles.

#### Revoking Roles

Remove specific roles from a member: 

**Steps:**

1. Click **Manage Roles** next to the member
2. Find the role you want to remove
3. Click **Revoke** next to that role
4. Confirm the action
5. The role is removed immediately 

**Effects:**

* Member loses permissions associated with that role
* Other roles remain active
* Member is notified of the change

***

### Invitation Management

#### Resending Invitations

If a team member didn't receive the invitation: 

**Steps:**

1. Find the pending invitation in the table
2. Click **Resend**
3. A new invitation email is sent
4. The expiration timer resets

#### Revoking Invitations

Cancel a pending invitation: 

**Steps:**

1. Find the pending invitation
2. Click **Revoke**
3. Confirm the action

**Effects:**

* Invitation link becomes invalid
* User cannot join using that link
* Entry is removed from the table

***

### Removing Members

Permanently remove a member from your organization: 

**Steps:**

1. Click **Remove** next to the member
2. Read the warning
3. Click **Remove** to confirm 

**Effects:**

* Member loses all access immediately
* Their API keys are deactivated
* They're signed out of active sessions
* Cannot be undone (must re-invite)

> **Important:** You cannot remove yourself. Use the ownership transfer feature and delete your account if you want to leave.

***

### Organization Ownership

#### Transferring Ownership

Transfer full control of the organization to another member: 

**Requirements:**

* You must be the current owner
* Target member must have ACTIVE status
* You must verify with your password 

**Steps:**

1. Click **Transfer Ownership** next to the target member
2. Read the warning carefully:
   * You will be demoted to Admin
   * The new owner has full control
   * This action cannot be undone
3. Enter your password to confirm
4. Click **Transfer Ownership** 

**What Happens:**

* Target member becomes Organization Owner
* You become an Admin
* Page reloads to reflect changes

> **Use Case:** When leaving the company, changing leadership, or restructuring the organization.

***

### Organization Details

#### Viewing Details

Organization information is displayed at the top of the Team tab:

* Organization name
* Current plan
* Member count

#### Editing Organization Details

Update your organization's billing and contact information: 

**Requirements:**

* `organization.update` permission

**Steps:**

1. Click **Edit Details** (visible only if you have permission)
2. Update any of these fields:
   * **Name:** Organization display name
   * **Website:** Company website URL
   * **Address:** Street address
   * **City:** City name
   * **Country:** 2-letter country code (e.g., "US")
   * **Postal Code:** ZIP or postal code
   * **Tax ID:** VAT or tax identification number
3. Click **Save Changes** 

**Use Case:**

* Required for invoicing
* Needed for tax compliance
* Displayed on receipts

***

### Roles and Permissions

#### Default Roles

**Organization Owner**

* Full control over everything
* Cannot be removed
* Can transfer ownership
* Only one per organization 

**Organization Admin**

* Manage members and settings
* Create and manage API keys
* View billing information
* Cannot transfer ownership 

**Member**

* Basic access to organization resources
* Can view usage statistics
* Limited management capabilities

#### Custom Roles

### Organizations can create custom roles with specific permissions. See [Roles & Permissions](/dashboard/interactive-blocks.md) for details.

### Best Practices

#### Invitation Management

* **Use work emails:** Ensure members use company email addresses
* **Assign minimal roles:** Start with basic access, add more as needed
* **Clean up pending invites:** Revoke old, unused invitations
* **Document role assignments:** Keep track of who has what access

#### Security

* **Regular audits:** Review team members quarterly
* **Remove immediately:** Deactivate access for departing employees
* **Principle of least privilege:** Give only necessary permissions
* **Monitor activity:** Check for unusual access patterns

#### Organization

* **Clear naming:** Use full names or clear identifiers
* **Role documentation:** Document what each role should do
* **Onboarding process:** Have a standard process for new members
* **Offboarding checklist:** Ensure all access is removed when members leave

***

### Troubleshooting

#### Invitation Not Received

**Solutions:**

1. Check spam/junk folder
2. Verify email address is correct
3. Click **Resend** to send again
4. Contact support if issues persist

#### Can't Assign Role

**Possible causes:**

* You don't have `roles.assign` permission
* Target role doesn't exist
* Member already has that role 

**Solutions:**

* Ask an Owner or Admin to assign the role
* Verify the role exists in Roles & Permissions
* Check current roles in Manage Roles modal

#### Can't Remove Member

**Possible causes:**

* Trying to remove yourself
* Don't have `organization.remove` permission
* Member is the organization owner 

**Solutions:**

* Ask another Admin to remove you
* Request permission from Owner
* Transfer ownership first, then remove

***

### Permissions Required

To manage team members, you need:

* **Invite members:** `organization.invite`
* **Remove members:** `organization.remove`
* **Assign roles:** `roles.assign`
* **Revoke roles:** `roles.revoke`
* **Update organization:** `organization.update`

***

### Next Steps

* Configure custom roles for granular access control
* Set up API keys for team members
* Review permissions to understand access levels
* Monitor usage across your team