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

# Team

> Collaborate with your team by inviting members to your AutoSend workspace. This guide covers how to invite, manage, and remove team members.

## Overview

AutoSend's team feature lets you invite colleagues to collaborate within your workspace. With the new roles system, you have granular control over what each person can access. There are two roles available: **Admin** and **Member**.

* **Admins** have full access to the entire workspace — all projects, domains, members, billing, and usage.
* **Members** have scoped access. They can only access specific projects that an Admin has granted them, and can add or remove other members within those projects.

## Roles & Permissions

| Capability                              | Admin | Member                 |
| --------------------------------------- | ----- | ---------------------- |
| Access all projects                     | Yes   | Assigned projects only |
| Manage projects                         | Yes   | No                     |
| Manage billing & usage                  | Yes   | No                     |
| Invite & remove workspace members       | Yes   | No                     |
| Add/remove members in assigned projects | Yes   | Yes                    |

## How to Invite Someone (as an Admin)

Admins can invite new people from either [**Account Settings > Team** ](https://autosend.com/account/team)or from within a specific [**Project Settings > Team**](https://autosend.com/settings/team).

<Steps>
  <Step title="Navigate to Team Settings">
    Go to **Settings > Team** from the sidebar

    <Frame>
      <img src="https://mintcdn.com/autosend-13920f5c/N-QR6MynF2Bp5GbW/images/team/inviting-someone-1.png?fit=max&auto=format&n=N-QR6MynF2Bp5GbW&q=85&s=54428b067ef01d854b00b85965f53183" alt="navigate to team" width="2880" height="2000" data-path="images/team/inviting-someone-1.png" />
    </Frame>
  </Step>

  <Step title="Click the Invite button in the top-right corner">
    Enter the following information about the team member you want to invite:

    <Frame>
      <img src="https://mintcdn.com/autosend-13920f5c/N-QR6MynF2Bp5GbW/images/team/inviting-someone-2.png?fit=max&auto=format&n=N-QR6MynF2Bp5GbW&q=85&s=db4d3f7b3224ed64a3581eb6b20e2769" alt="Invite Team Member Modal" width="2880" height="2004" data-path="images/team/inviting-someone-2.png" />
    </Frame>

    **Required Fields:**

    * **First Name** - The team member's first name
    * **Last Name** - The team member's last name
    * **Email** - A valid email address where the invitation will be sent

    <Info>
      The email address should not be associated with any other account or workspace on AutoSend. Disposable email addresses may be blocked.
    </Info>
  </Step>

  <Step title="Invite as " stepNumber={3}>
    Select **Admin** for full workspace access, or **Member** for project-scoped access.

    If you selected **Member**, select which projects this person should have access to.

    <Frame>
      <img src="https://mintcdn.com/autosend-13920f5c/N-QR6MynF2Bp5GbW/images/team/inviting-someone-3.png?fit=max&auto=format&n=N-QR6MynF2Bp5GbW&q=85&s=53a8613483352db4d88f759d2ef66c32" alt="Adding Member As Admin 2" width="2880" height="2004" data-path="images/team/inviting-someone-3.png" />
    </Frame>
  </Step>

  <Step title="Invitation Sent">
    After successfully sending the invitation:

    * The invitee will receive an email with an invitation link.
    * The invitation will appear in your team list with a **"Pending"** status.
    * You can resend or cancel the invitation.

    <Frame>
      <img src="https://mintcdn.com/autosend-13920f5c/N-QR6MynF2Bp5GbW/images/team/inviting-someone-4.png?fit=max&auto=format&n=N-QR6MynF2Bp5GbW&q=85&s=51fb89347df8b91b6eb025f7de938131" alt="Adding Member As Admin 3" width="1440" height="1000" data-path="images/team/inviting-someone-4.png" />
    </Frame>
  </Step>
</Steps>

<Note>
  **Admins** can update a member's project access at any time from **Account Settings > Team**.
</Note>

## How to Invite Someone (as a Member)

Members can add other people directly to their project from [**Project Settings > Team**](https://autosend.com/settings/team).

<Steps>
  <Step title="Navigate to the project you want to add someone to.">
    Select the appropriate project from the dropdown

    <Frame>
      <img src="https://mintcdn.com/autosend-13920f5c/N-QR6MynF2Bp5GbW/images/team/inviting-someone-as-member-1.png?fit=max&auto=format&n=N-QR6MynF2Bp5GbW&q=85&s=0ff38d68b048a0c6a92e657103558507" alt="Adding Member As Member 1" width="1440" height="1000" data-path="images/team/inviting-someone-as-member-1.png" />
    </Frame>
  </Step>

  <Step title="Click the Invite button in the top-right corner">
    Enter the following information about the team member you want to invite:

    <Frame>
      <img src="https://mintcdn.com/autosend-13920f5c/N-QR6MynF2Bp5GbW/images/team/inviting-someone-as-member-2.png?fit=max&auto=format&n=N-QR6MynF2Bp5GbW&q=85&s=71d9b1a090fdbecc1d1c571e9a975405" alt="Adding Member As Member 2" width="2880" height="2004" data-path="images/team/inviting-someone-as-member-2.png" />
    </Frame>
  </Step>

  <Step title="Invitation Sent" stepNumber={3}>
    After successfully sending the invitation:

    * The invitee will receive an email with an invitation link.
    * The invitation will appear in your team list with a **"Pending"** status.
    * You can resend or cancel the invitation.

    <Frame>
      <img src="https://mintcdn.com/autosend-13920f5c/N-QR6MynF2Bp5GbW/images/team/inviting-someone-as-member-3.png?fit=max&auto=format&n=N-QR6MynF2Bp5GbW&q=85&s=d84c83e83b3327b06e3a84f67593c5ae" alt="Invitation Sent" width="1440" height="1000" data-path="images/team/inviting-someone-as-member-3.png" />
    </Frame>

    **Required Fields:**

    * **First Name** - The team member's first name
    * **Last Name** - The team member's last name
    * **Email** - A valid email address where the invitation will be sent

    <Info>
      When a Member sends an invite, the new person is automatically added as a Member scoped to that project. There is no option to choose a role or assign additional projects. That can only be done by an Admin.
    </Info>
  </Step>
</Steps>

## FAQs

<AccordionGroup>
  <Accordion title="Can I change a member's role after they've joined?">
    Yes, Admins can update a team member's role from [**Account Settings > Team**](https://autosend.com/account/team) at any time.
  </Accordion>

  <Accordion title="Can I update which projects a Member has access to?">
    Yes, Admins can edit a Member's project access from [**Account Settings > Team**](https://autosend.com/account/team).
  </Accordion>

  <Accordion title="Can a Member invite someone as an Admin?">
    No. When a Member invites someone, they are automatically added as a Member scoped to that
    project. Only Admins can assign the Admin role.
  </Accordion>

  <Accordion title="How many team members can I invite?">
    There is no limit on the number of team members you can invite.
  </Accordion>

  <Accordion title="Do invitations expire?">
    Yes, invitations expire after 7 days. If an invitation expires, simply send a new one to the same
    email address.
  </Accordion>

  <Accordion title="How do I remove a team member?">
    Admins can remove any team member from [**Account Settings > Team**](https://autosend.com/account/team). Members can remove other members from  [**Project Settings > Team**](https://autosend.com/settings/team) for their assigned projects.
  </Accordion>

  <Accordion title="Can someone be part of multiple workspaces?">
    No, a user can accept invitation only from single workspace. They have to use a different email if
    they want to join another workspace.
  </Accordion>

  <Accordion title="What happens if I delete a pending invitation?">
    The invitation link becomes invalid immediately, and the invitee will not be able to join your
    workspace using that link. You can send a new invitation if needed.
  </Accordion>

  <Accordion title="Can I edit an invitation after sending?">
    No, you cannot edit an invitation after it's sent. If you made a mistake, cancel the invitation and send a new one with the correct information.
  </Accordion>
</AccordionGroup>
