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

# User Management

> Invite, manage, and remove team members in your organization

Manage who has access to your Bizzy organization by inviting team members,
assigning roles, and controlling seat allocation.

## Prerequisites

* You must be an **Owner** or **Admin** to manage users
* Available seats in your organization

## Inviting Team Members

To invite a new team member:

1. Navigate to **Settings > Organization > Members**
2. Click **Invite Member**
3. Enter the invitee's email address
4. Select a role: **Admin** or **User** (Owners cannot be invited—ownership must
   be transferred)
5. Click **Send Invite**

The invitee receives an email with a unique invitation link. They must create a
Bizzy account (or sign in to an existing one) to join your organization.

<Note>
  Invitations expire after 7 days by default. You can resend or revoke
  invitations from the pending invites list.
</Note>

### Invitation Statuses

| Status   | Description                      |
| -------- | -------------------------------- |
| Pending  | Invite sent, awaiting acceptance |
| Accepted | User has joined the organization |
| Expired  | Invite link has expired (7 days) |
| Revoked  | Invite was manually cancelled    |

## Managing Team Members

### Viewing Members

The Members page displays all organization members with:

* Name and email
* Role (Owner, Admin, User)
* Join date
* Status

### Changing Roles

Only Owners can change member roles:

1. Find the member in the list
2. Click the role dropdown
3. Select the new role

<Note>
  You cannot demote yourself. An organization must always have at least one
  Owner.
</Note>

### Role Capabilities

| Action                      | Owner | Admin | User      |
| --------------------------- | ----- | ----- | --------- |
| View organization data      | Yes   | Yes   | Yes       |
| Manage contacts & customers | Yes   | Yes   | Read-only |
| Send messages               | Yes   | Yes   | No        |
| Invite members              | Yes   | Yes   | No        |
| Remove members              | Yes   | No    | No        |
| Change member roles         | Yes   | No    | No        |
| Manage API keys             | Yes   | No    | No        |
| Billing & subscription      | Yes   | No    | No        |
| Delete organization         | Yes   | No    | No        |

See [Roles & Permissions](/admin-guide/organization/permissions) for detailed
permission information.

## Removing Members

Only Owners can remove members from the organization.

To remove a member:

1. Navigate to **Settings > Organization > Members**
2. Find the member to remove
3. Click the **Remove** button (trash icon)
4. Confirm the removal

<Note>
  Removing a member revokes their access immediately. Their data and activity
  history remain in the organization for audit purposes.
</Note>

### What Happens When a Member is Removed

* Immediate loss of organization access
* Active sessions are terminated
* Personal API keys are revoked
* Email connections remain active (organization-owned)
* Assigned tasks may need reassignment

## Seat Management

Your organization has a maximum number of seats based on your subscription plan.

### Checking Seat Usage

View your current seat allocation in **Settings > Organization > Members**:

* **Used seats**: Active members
* **Available seats**: Remaining capacity
* **Pending invites**: Reserved but not yet accepted

### Seat Limits

| Scenario                 | Behavior                                |
| ------------------------ | --------------------------------------- |
| At seat limit            | Cannot send new invites                 |
| Invite accepted at limit | Invite fails, user notified             |
| Member removed           | Seat freed immediately                  |
| Pending invite           | Reserves a seat until expiry/revocation |

<Note>
  To add more seats, upgrade your subscription plan in **Settings > Billing**.
</Note>

## Transferring Ownership

Organization ownership can be transferred to another Admin:

1. Navigate to **Settings > Organization > Members**
2. Find the Admin to promote
3. Click **Transfer Ownership**
4. Confirm the transfer

After transfer:

* The new Owner has full control
* You become an Admin
* This action cannot be undone without the new Owner's consent

## Next Steps

<CardGroup cols={2}>
  <Card title="Roles & Permissions" icon="shield-check" href="/admin-guide/organization/permissions">
    Understand permission scopes for each role
  </Card>

  <Card title="API Keys" icon="key" href="/admin-guide/security/api-keys">
    Create API keys for programmatic access
  </Card>
</CardGroup>