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

# Invite Members, Set Roles, and Control Workspace Access

> Invite team members, assign roles, and control access across your Fluorine workspace.

Invite members at any time, assign roles that match their responsibilities, and adjust access as your team grows. The level of control you have over roles and permissions depends on your plan.

## Invite team members

<Steps>
  <Step title="Open workspace settings">
    Click your workspace name in the top-left corner and select **Settings**.
  </Step>

  <Step title="Go to Members">
    Click **Members** in the Settings sidebar to see your current team roster.
  </Step>

  <Step title="Send an invitation">
    Click **Invite members**, enter email addresses separated by commas, select a role, and send. You can invite multiple people at once.
  </Step>

  <Step title="Member joins">
    Each person receives an email with a link to join. Once accepted, they appear in your Members list with the role you assigned.
  </Step>
</Steps>

<Note>
  Team members cannot sign up independently — they must be invited by a workspace admin.
</Note>

## Roles and permissions

<Tabs>
  <Tab title="Starter">
    Foundational access controls. Designate members as admins or standard members — no custom roles or per-project permission configuration.

    | Role       | What they can do                                                      |
    | ---------- | --------------------------------------------------------------------- |
    | **Admin**  | Full access to workspace settings, members, billing, and all projects |
    | **Member** | Access to assigned projects — cannot manage settings or invite others |
  </Tab>

  <Tab title="Pro">
    Role-based access controls at the project and workspace level.

    | Role        | What they can do                                                   |
    | ----------- | ------------------------------------------------------------------ |
    | **Admin**   | Full workspace access including billing, members, and all settings |
    | **Manager** | Create and manage projects, assign tasks, and invite members       |
    | **Member**  | View and contribute to assigned projects                           |
    | **Guest**   | Read-only access to specific projects you explicitly share         |
  </Tab>

  <Tab title="Business">
    Advanced roles, custom role creation, and per-project permission overrides.

    | Role             | What they can do                                                           |
    | ---------------- | -------------------------------------------------------------------------- |
    | **Super Admin**  | Unrestricted access including audit logs, security settings, and billing   |
    | **Admin**        | Workspace management without billing or security settings                  |
    | **Manager**      | Project creation, team assignment, and custom workflow management          |
    | **Member**       | Contribute to assigned projects based on specific permissions              |
    | **Guest**        | Scoped read-only or edit access configured per project                     |
    | **Custom roles** | Define your own role names and permission sets to match your org structure |
  </Tab>
</Tabs>

## Change a member's role

<Steps>
  <Step title="Open Members settings">
    Go to **Settings → Members**.
  </Step>

  <Step title="Find the member">
    Use the search field to locate them if your team is large.
  </Step>

  <Step title="Update their role">
    Click the role badge next to their name, choose the new role. The change takes effect immediately — no logout required.
  </Step>
</Steps>

<Warning>
  Changing a role can immediately restrict access to projects or settings. Make sure you intend the change before confirming.
</Warning>

## Remove a member

<Steps>
  <Step title="Open Members settings">
    Go to **Settings → Members**.
  </Step>

  <Step title="Open their menu">
    Click the three-dot menu (**⋯**) to the right of their name.
  </Step>

  <Step title="Remove them">
    Select **Remove from workspace**. Access is revoked immediately. Tasks assigned to them remain in place — reassign from the project view.
  </Step>
</Steps>

<Note>
  Removing a member doesn't delete their contributions, comments, or task history. Everything they worked on stays visible in the workspace.
</Note>

## Tips for larger teams

<AccordionGroup>
  <Accordion title="Define your role structure before inviting people">
    Decide which roles you'll use before you start inviting. Retroactively adjusting roles across a large team is painful. Document what each role can do so new admins apply the same standard.
  </Accordion>

  <Accordion title="Limit admin access">
    Only grant Admin or Super Admin to people who genuinely need to manage settings or billing. For most team leads, Manager with project-level control is enough.
  </Accordion>

  <Accordion title="Audit your members list regularly">
    Review Members after contractor engagements or team changes and remove anyone who no longer needs access. On Business, use audit logs to track who accessed what.
  </Accordion>

  <Accordion title="Use guest access for external collaborators">
    Guest roles let you share specific projects with clients, contractors, or partners without giving them broad workspace access. Keep guest access scoped to only what they need.
  </Accordion>

  <Accordion title="Business: create named roles that match your org">
    If your team uses titles like "Designer" or "Account Manager" with consistent responsibilities, create custom roles with those names. Makes it faster for admins to assign the right permissions at a glance.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Plans and pricing" icon="credit-card" href="/account/pricing">
    See which role features are included in each plan.
  </Card>

  <Card title="Security and access controls" icon="shield" href="/account/security">
    How Fluorine protects your data and how role-based permissions prevent unauthorized access.
  </Card>
</CardGroup>