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

# Team Members

> Invite team members to your Boltcall workspace and manage their roles and access.

You can invite your team to your Boltcall workspace so they can access the dashboard, manage leads, configure agents, and more. Each member is assigned a role that controls what they can see and do.

## Roles overview

Boltcall has five built-in roles. The **Owner** role is assigned automatically to the account creator and cannot be reassigned through the Members page.

| Role        | Description                                                                                      |
| ----------- | ------------------------------------------------------------------------------------------------ |
| **Owner**   | Full access, including billing and workspace deletion. Assigned to the account creator.          |
| **Admin**   | All features except billing management and workspace deletion.                                   |
| **Manager** | Manage agents, leads, integrations, knowledge base, and view analytics.                          |
| **Agent**   | View and handle assigned calls and chats. Read-only access to leads, agents, and knowledge base. |
| **Viewer**  | Read-only access to analytics and reports.                                                       |

### Permissions by role

| Permission            | Owner | Admin | Manager | Agent | Viewer |
| --------------------- | :---: | :---: | :-----: | :---: | :----: |
| View calls and chats  |   ✓   |   ✓   |    ✓    |   ✓   |    ✓   |
| Make calls / send SMS |   ✓   |   ✓   |    ✓    |   ✓   |    —   |
| View leads            |   ✓   |   ✓   |    ✓    |   ✓   |    ✓   |
| Manage leads          |   ✓   |   ✓   |    ✓    |   —   |    —   |
| Export leads          |   ✓   |   ✓   |    ✓    |   —   |    —   |
| View analytics        |   ✓   |   ✓   |    ✓    |   —   |    ✓   |
| Export reports        |   ✓   |   ✓   |    ✓    |   —   |    —   |
| Manage agents         |   ✓   |   ✓   |    ✓    |   —   |    —   |
| Test agents           |   ✓   |   ✓   |    ✓    |   —   |    —   |
| Manage knowledge base |   ✓   |   ✓   |    ✓    |   —   |    —   |
| Manage integrations   |   ✓   |   ✓   |    ✓    |   —   |    —   |
| General settings      |   ✓   |   ✓   |    —    |   —   |    —   |
| Manage members        |   ✓   |   ✓   |    —    |   —   |    —   |
| Manage roles          |   ✓   |   ✓   |    —    |   —   |    —   |
| Manage API keys       |   ✓   |   ✓   |    —    |   —   |    —   |
| View billing          |   ✓   |   ✓   |    ✓    |   —   |    —   |
| Manage billing        |   ✓   |   —   |    —    |   —   |    —   |

<Info>
  Only the Owner can change plans, update payment methods, or delete the workspace.
</Info>

## Invite a member

<Steps>
  <Step title="Open Members settings">
    In your dashboard, go to **Settings → Members**.
  </Step>

  <Step title="Open the invite dialog">
    Click **Invite Member**.
  </Step>

  <Step title="Enter their email address">
    Type the email address of the person you want to invite.
  </Step>

  <Step title="Select a role">
    Choose the role that matches the level of access they need. You can change this later.
  </Step>

  <Step title="Send the invitation">
    Click **Send Invite**. The member will receive an email with a link to accept the invitation and create their account.
  </Step>
</Steps>

Invited members appear in the members list with an **Invited** status badge until they accept.

## Member statuses

| Status        | Meaning                                             |
| ------------- | --------------------------------------------------- |
| **Active**    | Member has accepted the invitation and can sign in. |
| **Invited**   | Invitation email sent, not yet accepted.            |
| **Pending**   | Awaiting action (e.g. email verification).          |
| **Suspended** | Access temporarily revoked.                         |

If a member has not accepted their invitation, you can resend it from the members list.

## Change a member's role

<Steps>
  <Step title="Open the member's record">
    Go to **Settings → Members** and click **Edit** next to the member's name.
  </Step>

  <Step title="Select a new role">
    Choose a role from the dropdown.
  </Step>

  <Step title="Save">
    Click **Save**. The change takes effect immediately.
  </Step>
</Steps>

## Remove a member

<Steps>
  <Step title="Find the member">
    Go to **Settings → Members** and locate the member you want to remove.
  </Step>

  <Step title="Delete their record">
    Click the trash icon next to their name and confirm the action.
  </Step>
</Steps>

Removed members lose access to the workspace immediately. Their past activity is retained in the audit log.

<Warning>
  You cannot remove the workspace Owner. Transfer ownership to another admin before removing the original owner account.
</Warning>

## Related pages

* [API Keys](/account/api-keys) — grant programmatic access with scoped permissions
* [Plans & Billing](/account/plans) — manage your subscription and token allocation