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

# Team Management

> Invite team members and manage roles and permissions in your workspace

## Overview

Notra workspaces support team collaboration with role-based access control. Invite team members, assign roles, and manage permissions to control who can access and modify your content and settings.

## Inviting Team Members

Add new members to your workspace through email invitations.

<Steps>
  <Step title="Navigate to Members page">
    Go to **Settings > Members** in your workspace.
  </Step>

  <Step title="Send invitation">
    Click **Invite Member** and enter the team member's email address.
  </Step>

  <Step title="Select role">
    Choose the appropriate role for the new member (Member or Admin).
  </Step>

  <Step title="Send invite">
    Click **Send Invitation**. The recipient will receive an email with a link to join your workspace.
  </Step>
</Steps>

<Info>
  Invitations are sent to the email address provided. Recipients must create a Notra account or log in with an existing account to accept the invitation.
</Info>

### Team Member Limits

The number of team members you can invite depends on your plan:

* **Free Plan**: Limited team members
* **Pro Plan**: More team members included

If you reach your plan limit, you'll need to upgrade to invite additional members.

<Note>
  When you reach your team member limit, you'll see a prompt to upgrade your plan. Click **View plans** to compare options.
</Note>

## Roles and Permissions

Notra uses a role-based permission system with three levels of access:

### Owner

The workspace creator and primary administrator.

**Permissions:**

* Full access to all workspace features
* Manage organization settings (name, slug, logo)
* Add and remove team members
* Assign and modify roles
* Delete the workspace
* Manage billing and subscriptions
* Configure integrations and API keys
* Create and manage content
* Set up automations and workflows

<Warning>
  Only the owner can delete the workspace. Ownership cannot currently be transferred.
</Warning>

### Admin

Administrators have broad access to manage workspace operations.

**Permissions:**

* Manage team members (invite, remove, change roles)
* Configure workspace settings
* Manage brand identity
* Create and manage content
* Set up automations and workflows
* Configure integrations
* Manage API keys
* View usage and analytics

**Cannot:**

* Delete the workspace
* Manage billing (owner-only)
* Remove the workspace owner

### Member

Standard team members with access to core content features.

**Permissions:**

* Create and edit content
* Use AI tools for content generation
* View content and automations
* Access workspace integrations

**Cannot:**

* Invite or remove team members
* Change workspace settings
* Modify brand identity
* Manage billing
* Configure integrations
* Delete content created by others (admin approval may be required)

## Managing Team Members

View and manage your team from the **Settings > Members** page.

### Viewing Members

The Members page displays:

* User name and profile picture
* Email address
* Current role
* Member actions

The member list shows all active team members with their assigned roles.

### Changing Member Roles

To update a team member's role:

1. Navigate to **Settings > Members**
2. Find the member in the list
3. Click the action menu (three dots) next to their name
4. Select **Change Role**
5. Choose the new role (Member or Admin)
6. Confirm the change

<Info>
  Role changes take effect immediately. The team member will have access to new permissions right away.
</Info>

### Removing Team Members

To remove a member from your workspace:

1. Navigate to **Settings > Members**
2. Find the member in the list
3. Click the action menu next to their name
4. Select **Remove Member**
5. Confirm the removal

<Warning>
  Removing a member revokes their access immediately. They will no longer be able to access the workspace or its content.
</Warning>

## Pending Invitations

Track and manage outstanding invitations from the Members page.

### Viewing Pending Invitations

1. Go to **Settings > Members**
2. Click the **Pending** tab

You'll see:

* Invited email address
* Role assigned
* Invitation status
* Date sent

### Managing Invitations

**Resend an invitation:**

1. Find the invitation in the Pending list
2. Click **Resend**
3. A new invitation email will be sent

**Cancel an invitation:**

1. Find the invitation in the Pending list
2. Click the action menu
3. Select **Cancel Invitation**
4. The invitation link will be invalidated

<Note>
  Invitation links expire after a certain period. If a team member hasn't accepted, you can resend the invitation.
</Note>

## Accepting Invitations

When you receive a workspace invitation:

<Steps>
  <Step title="Check your email">
    Look for an invitation email from Notra with the subject "You've been invited to join \[Organization Name]"
  </Step>

  <Step title="Click the invitation link">
    Open the email and click **Accept Invitation**
  </Step>

  <Step title="Create account or log in">
    If you don't have a Notra account, you'll be prompted to create one. Existing users can log in.
  </Step>

  <Step title="Access the workspace">
    After accepting, you'll be added to the workspace with the assigned role and can start collaborating.
  </Step>
</Steps>

## Team Collaboration Best Practices

<Tip>
  **Assign roles appropriately** - Give team members the minimum permissions they need. Use the Member role for content creators and Admin for team leads who need to manage settings.
</Tip>

<Tip>
  **Review team members regularly** - Periodically audit your team list and remove members who no longer need access to maintain security.
</Tip>

<Tip>
  **Use descriptive email invitations** - When inviting members, ensure they understand which workspace they're joining, especially if your organization has multiple workspaces.
</Tip>

<Tip>
  **Document your team structure** - For larger teams, maintain a record of who has which roles and why, making it easier to manage permissions as your team grows.
</Tip>

## Multiple Organizations

Team members can belong to multiple Notra workspaces with different roles in each.

### Switching Organizations

If you're a member of multiple workspaces:

1. Click your current organization name in the sidebar
2. Select a different organization from the dropdown
3. Your view will switch to the selected workspace

### Managing Your Memberships

View all workspaces you belong to:

1. Go to **Settings > Account**
2. Scroll to the **Organizations** section
3. See all workspaces where you're a member

**Actions available:**

* **View** - Switch to that workspace
* **Leave** - Remove yourself from a workspace you don't own

<Warning>
  If you leave a workspace, you'll need to be re-invited by an admin to regain access.
</Warning>