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

# Team Management

> Invite team members, assign roles, and collaborate on your workspace.

## Workspaces

Every Sonara account operates within a workspace. Workspaces let you collaborate with your team  - sharing agents, knowledge bases, phone numbers, and other resources.

## Team roles

| Role       | Permissions                                                                                                              |
| ---------- | ------------------------------------------------------------------------------------------------------------------------ |
| **Owner**  | Full access. Can manage billing, delete workspace, and manage all members. One per workspace.                            |
| **Admin**  | Can manage agents, knowledge bases, phone numbers, and invite/remove members. Cannot manage billing or delete workspace. |
| **Member** | Can view and use agents, make calls, and access analytics. Cannot manage settings or invite others.                      |

## Inviting team members

<Steps>
  <Step title="Navigate to Workspace">
    From the sidebar, click **Workspace**.
  </Step>

  <Step title="Go to Team Members tab">
    You'll see a list of all current members and any pending invitations.
  </Step>

  <Step title="Click Invite Member">
    Click the **Invite Member** button (available to Owners and Admins).
  </Step>

  <Step title="Enter details">
    Provide:

    * **Email**  - The person's email address
    * **Role**  - Member or Admin
  </Step>

  <Step title="Send invitation">
    Click **Send**. The invitee receives an email with a link to join your workspace.
  </Step>
</Steps>

## Managing members

### Viewing members

The Team Members tab shows:

* Member name and email
* Role (with color-coded badge)
* Status (active or pending)

### Pending invitations

Invitations that haven't been accepted yet appear in the **Pending Invitations** section, showing:

* Invited email
* Assigned role
* Expiration date

### Removing members

Owners and Admins can remove members by clicking the remove button next to their name. This revokes their access to the workspace immediately.

## Switching workspaces

If you're a member of multiple workspaces, use the workspace switcher in the sidebar to switch between them. Your current workspace is highlighted.