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

# Members and roles

> Invite colleagues into your workspace, choose their role, and manage who has access.

Your workspace isn't just for you — invite colleagues and work on your agents together. Members are managed on the **Members** tab of [Settings](/workspace/settings), and the rule is simple: **admins manage members; users have full product access. The workspace always keeps at least one admin.**

Both roles can do everything day to day — build agents, add knowledge, review sessions. The difference is workspace management: only an **Admin** can invite and remove members, edit the business profile and account details, or delete the workspace.

<Note>
  Only workspace admins can invite, remove or change members — the Members tab doesn't appear for members with the User role.
</Note>

## Invite a colleague

<Steps>
  <Step title="Open the Members tab">
    Go to **Settings** and choose the **Members** tab. You'll see everyone in the workspace — joined members and any outstanding invitations.
  </Step>

  <Step title="Select Invite member">
    Enter your colleague's **Email** and choose their **Role** — **User** or **Admin**. You can add their **Name** too: it's applied if they already have an account, and new invitees set their own name when they sign up.
  </Step>

  <Step title="Select Invite">
    They appear in the list straight away with the status **Invited**, and stay there until they accept.
  </Step>
</Steps>

## What your colleague sees

The invited person gets one email with a link to join your workspace. They follow it, sign in — or create an account if they don't have one — and land straight in your workspace. Back on the Members tab, their status changes from **Invited** to **Joined**.

Invitation links last **7 days**. If the link runs out, the row shows **Invitation expired** — just resend it.

## Resend or cancel an invitation

While an invitation is pending you can act on it from its row:

* **Resend** — sends a fresh invitation email. The previous link stops working, so this is also the fix for an expired invitation.
* **Cancel** — select the bin icon and confirm. Their invitation link stops working immediately.

## Change a member's name or role

Click a joined member to edit them. Their email can't be changed, but you can update their name or switch their role between **User** and **Admin**. If they're the only admin, their role is locked — promote another member first.

You can't edit a pending invitation; cancel it and invite again with the right details.

## Remove a member

Select the bin icon on a joined member's row and confirm. They lose access to the workspace straight away. The sole admin can't be removed — the workspace must always have at least one admin, so make someone else an admin before removing them.