> ## Documentation Index
> Fetch the complete documentation index at: https://docs.parsalink.io/llms.txt
> Use this file to discover all available pages before exploring further.
# Team Management
> Invite team members, manage roles, and control access to your ParsaLink workspace.
Team
## Team Members Overview
Go to **Settings → Team** to see all current members of your workspace, their roles, and their invitation status.
Each row shows:
* Name and profile picture
* Email address
* Role (Admin, User, or Client Viewer)
* Status (Active, Invited, or Deactivated)
* Date joined
***
Invitations
## Inviting Members
Invite new members to your workspace and assign roles.
From the Team page, click **Invite Member** in the top right.
Enter the invitee's email address and select their role. You can invite multiple people at once by entering comma-separated email addresses.
Click **Send Invite**. Each person receives an email with a link to accept the invitation and create their account. Invitations expire after 7 days.
If the invitee doesn't receive the email or the link expires, click **Resend Invite** next to their name in the Team list.
***
Roles
## Roles and Permissions
ParsaLink has three roles:
### Admin
Full access to the entire workspace, including:
* All CRM data (contacts, leads, accounts, opportunities, cases, proposals)
* Automations (create, edit, activate, delete)
* Email templates and bulk sending
* All integrations and API settings
* Team management (invite, change roles, deactivate)
* Billing and subscription management
* Workspace settings (name, branding, data export, deletion)
Admins can see and edit all records, including those assigned to other users.
### User
Standard team member access:
* All CRM data — create, read, update, delete
* Automations — create and manage their own; view all
* Email templates and sending
* Calendar and booking links
* AI chat and analytics
Users **cannot**:
* Access billing or change workspace settings
* Invite or remove team members
* Delete the workspace or export all workspace data
### Client Viewer
A limited, read-only role designed for giving clients visibility into their account data:
* Read-only access to CRM records explicitly shared with them or linked to their account
* Cannot create, edit, or delete any records
* Cannot see records belonging to other accounts
* Cannot access automations, email settings, or integrations
* Cannot see other team members' activity
Client Viewers are billed at a reduced seat rate. See **Settings → Billing** for pricing details.
***
Management
## Changing a Member's Role
1. Find the team member in the Team list.
2. Click the role dropdown next to their name.
3. Select the new role.
4. The change takes effect immediately — no confirmation email is sent.
## Deactivating a Member
When a team member leaves your organization:
1. Find them in the Team list.
2. Click **Deactivate**.
3. Confirm the action.
A deactivated member loses access to the workspace immediately. Their records, activity history, and any assigned CRM records remain intact. You can reassign their records to an active team member from the CRM bulk actions.
Deactivated members do not count against your active seat limit in billing.
## Reactivating a Member
To restore a deactivated member's access:
1. Find them in the Team list (use the **Deactivated** filter).
2. Click **Reactivate**.
3. They can log in again with their existing password.
## Transferring Ownership
The workspace owner (the person who created the workspace) can transfer ownership to another admin:
1. Go to **Settings → Team**.
2. Find the admin to promote.
3. Click **Make Owner**.
Transferring ownership does not remove your admin access — you remain an admin unless someone else changes your role.