> For the complete documentation index, see [llms.txt](https://docs.workfx.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.workfx.ai/workfx-companion-agent-knowledge/workspace/members.md).

# Members

### 1 Introduction

The Members page is used to manage who can access the current project, including inviting new users and setting their roles.

### 2 Open Members Page

1. In the left navigation, click Members.
2. The page shows:
   * Current project members list
   * Role column for each member
   * Pending invitations section

<figure><img src="https://4046886348-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYf4L4Z4IuV1CQn3whQYb%2Fuploads%2F2XPcZiQCIVnhI5lZC5Gx%2Fimage.png?alt=media&amp;token=d950123f-405d-42de-a8c1-aafb02b49fa7" alt=""><figcaption></figcaption></figure>

### 3 Invite Users to the Current Project

1. Click Invite by Email (top-right).
2. In the invite panel:
   * Email addresses: enter one or more emails (separated by commas)
   * Role: choose the role for the invited users
3. Click Send Invites.

{% hint style="info" %}
Invited members will consume credits from this project when using AI features.
{% endhint %}

<figure><img src="https://4046886348-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYf4L4Z4IuV1CQn3whQYb%2Fuploads%2FzQE69i7UECDPjtPNMXVc%2Fimage.png?alt=media&amp;token=6ae40590-d53d-44de-aa2a-10854e24fc77" alt=""><figcaption></figcaption></figure>

### 4 Switch Project / Rename Current Project

The top-left project selector (next to the project name) supports:

* Switch Project: select another project from the dropdown list
* Rename Current Project: rename the current project from the same menu

  <figure><img src="https://4046886348-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYf4L4Z4IuV1CQn3whQYb%2Fuploads%2FST5F3fPFgMC9lkJA4IZG%2Fimage.png?alt=media&amp;token=106733cb-749d-4a86-b477-d6ddf5bea652" alt=""><figcaption></figcaption></figure>

***

### 5 Manage Member Roles

1. In the members table, locate the user you want to update.
2. Under the Role column, click the role dropdown.
3. Select one of the available roles:
   * **Administrator**: full access to the project (management permissions).
   * **Contributor**: can contribute and operate within the project, but with limited admin capabilities.
   * **Reader**: read-only access.

<figure><img src="https://4046886348-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYf4L4Z4IuV1CQn3whQYb%2Fuploads%2F2vAr9ePGRv5rlvLlQ6KH%2Fimage.png?alt=media&amp;token=2b10ae39-0061-4a30-a968-b7aac0c1bfa2" alt=""><figcaption></figcaption></figure>

### 6 Pending Invitations

* The Pending Invitations section lists invitations that have not been accepted yet.
* You can click Cancel to revoke a pending invitation.


---

# Agent Instructions
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