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

# Add and manage team members

> Invite people to work on a chatbot, choose their role, and remove them.

Team members can work on a chatbot with you. Each member has a role that controls what they can do.

## Before you start

* **Plan:** the number of team members depends on the chatbot owner's plan. See [Plans and limits](/docs/reference/plans-and-limits).
* **Role:** you need to be a Manager, Admin, or Super Admin on the chatbot to open **Members**.
* **Have ready:** the email address of each person you want to invite.

## Roles

The chatbot creator is the owner and is always a Super Admin. Each member you invite gets one role.

| What the member can do                                                                | Agent | Manager | Admin | Super Admin |
| ------------------------------------------------------------------------------------- | ----- | ------- | ----- | ----------- |
| View the dashboard and analytics                                                      | Yes   | Yes     | Yes   | Yes         |
| Read conversations, reply, take over, and resolve                                     | Yes   | Yes     | Yes   | Yes         |
| Delete conversations                                                                  | No    | Yes     | Yes   | Yes         |
| View, edit, and delete leads                                                          | Yes   | Yes     | Yes   | Yes         |
| Add, edit, and delete content                                                         | No    | Yes     | Yes   | Yes         |
| Change appearance, conversation starters, follow-up suggestions, and human support    | No    | Yes     | Yes   | Yes         |
| Change settings (General, Chat Modes, Localization, Personas, Instructions, Webhooks) | No    | Yes     | Yes   | Yes         |
| Set up integrations                                                                   | No    | Yes     | Yes   | Yes         |
| See installation code                                                                 | No    | Yes     | Yes   | Yes         |
| Open the **Members** page                                                             | No    | Yes     | Yes   | Yes         |
| Invite and remove Agents                                                              | No    | Yes     | Yes   | Yes         |
| Invite and remove Managers and Admins                                                 | No    | No      | Yes   | Yes         |
| Invite and remove Super Admins                                                        | No    | No      | No    | Yes         |
| Delete the chatbot                                                                    | No    | No      | No    | Yes         |
| Transfer the chatbot to another owner                                                 | No    | No      | No    | Yes         |

Every role can use the [SiteGPT iPhone app](/docs/guides/human-support/iphone-app), and every role can do everything in the app, including deleting leads.

Billing is not part of any role. Each person sees only their own plan and billing. See [Manage your plan and billing](/docs/guides/account/billing).

## How the member limit works

* The limit comes from the plan of the person who owns the chatbot.
* One person counts once, even if they are a member of several of your chatbots.
* You count as one member.
* Pending invites count toward the limit until you delete them or the person accepts.

When you reach the limit, the **Members** page shows an **Upgrade** banner and you cannot send more invites.

## Invite a team member

<Steps>
  <Step title="Open Members">
    In the chatbot sidebar, under **Advanced**, select **Members**.
  </Step>

  <Step title="Enter the email address">
    Type the person's email address in the field **Enter an email address...**.
  </Step>

  <Step title="Choose a role">
    Open the role menu and select a role. The menu shows only the roles you are allowed to invite. The default is **Agent**.
  </Step>

  <Step title="Send the invite">
    Select **Send Invite**.
  </Step>
</Steps>

SiteGPT sends the person an email with a sign-in link. They select the link to join. They do not need a password. If they do not have a SiteGPT account yet, the link creates one.

<Warning>
  The sign-in link in the invite email expires after 1 hour. The invite itself stays pending. Signing in without this link does not accept the invite. If the link expired, delete the pending invite and send a new one.
</Warning>

### Check that it works

The invite shows under **Pending Invitations** with the role you chose. When the person accepts, they move to the members list.

## Change a member's role

You cannot change a role directly.

<Steps>
  <Step title="Remove the member">
    On the **Members** page, select **Remove** next to the member, and confirm.
  </Step>

  <Step title="Invite them again">
    Invite the same email address with the new role. See [Invite a team member](#invite-a-team-member).
  </Step>
</Steps>

### Check that it works

The invite shows under **Pending Invitations** with the new role. After the person accepts, the members list shows the new role.

## Remove a team member

<Steps>
  <Step title="Open Members">
    In the chatbot sidebar, under **Advanced**, select **Members**.
  </Step>

  <Step title="Remove the member">
    Select **Remove** next to the member, and confirm.
  </Step>
</Steps>

You can remove members only if your role is allowed to manage their role. See the [roles table](#roles).

To cancel an invite that was not accepted, select **Delete** next to it under **Pending Invitations**.

### Check that it works

The member is no longer in the list. They can no longer open the chatbot.

## Leave a chatbot

To leave a chatbot that someone else owns, select **Leave** next to your own name on the **Members** page, and confirm. After you leave, you cannot open the chatbot unless someone invites you again.

Agents cannot open the **Members** page. If you are an Agent, ask a Manager, Admin, or Super Admin of the chatbot to remove you.

The owner cannot leave or be removed. To hand the chatbot to someone else, [transfer it](/docs/guides/account/manage-chatbots#transfer-a-chatbot-to-another-owner).

## Related

* [Transfer a chatbot to another owner](/docs/guides/account/manage-chatbots#transfer-a-chatbot-to-another-owner)
* [Glossary](/docs/reference/glossary)