---
title: Members
description: "Invite people to your company, set each one's role and permissions, and see who is active. Settings > Members."
---

**Settings > Members** lists everyone in the company and lets an owner or admin add
and manage people.
Members are company-wide: a member sees every workspace, switching with the
selector at the bottom of the sidebar.

## The Users list

Each entry shows the person's name, their role, their email, the date they joined,
their phone number if they gave one, and their status: **Active**, **Inactive** for
a disabled member, or **Blocked**. Use **Search users…** to filter a long list.

## Roles

Three roles are offered when you add a user or change a role: **User**, **Agent**
and **Owner**. **User** is the default in the **Add New User** dialog. Choosing
**Owner** shows the app's note that owners have full access to the workspace,
including billing and team management. The list can also show **Admin** or
**Organisation Admin** for members who hold those roles; like owners, they see every
settings page.

An **Agent** works only in [Human Agent mode](/operate/human-agent-mode), the console
for supervising live calls; signing in opens it directly.

Each role comes with a default set of permissions. For a **User** or **Agent**, you
can adjust them one by one; see [Manage a member](#manage-a-member).

## Add a user

1. **Open the dialog**

    Choose **Add User** at the top of the **Users** card.

2. **Fill in the person**

    **Full name**, **Email** and **Role**. The role defaults to **User**; open the
    selector to choose **Agent** or **Owner**.

3. **Add**

    Choose **Add User**. The person appears in the list and receives an invitation
    at that email.

![The Add New User dialog.](/media/account/add-user.webp)

## Manage a member

Open the menu at the end of a member's row. It is not shown on your own row.

| Action | What it does |
|---|---|
| **Reset Password** | Sends the member a password reset email, after you confirm with **Send Reset Email**. |
| **Change Role** | Switches the member between **User**, **Agent** and **Owner**. |
| **Manage permissions** | For a **User** or **Agent** only. Lists permissions under **Features** (such as **Agents**, **Knowledge Bases**, **Campaigns**, **Phone Numbers**, **Contacts** and **Calls**) and **Settings**. Each is marked **Default**, **Added** or **Removed** against the role. Choose **Save changes**, or **Reset to role defaults**. |
| **Disable User** | Stops the member from signing in. **Enable User** lets them back in. |

## Verify

- The new name is in the **Users** list with the role you chose.
- The person can sign in and sees **AI Agents** in their sidebar.

## Troubleshooting

- **The invitee never got the email.** Check the address on the list; if it is
  wrong, add the person again with the right one and ask them to check spam.
- **A member cannot see Settings pages you can.** Pages such as **Members**,
  **Billing**, **Workspaces**, **Storage** and **APIs** need a permission their role
  does not grant. Grant it with **Manage permissions**, or change their role.

## Related

- [Workspaces](/account/workspaces)
- [Security and 2FA](/account/security-and-2fa)
- [Reporting](/account/reporting)
- [General](/account/general)