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

# How do I invite and manage teammates?

> Add your team to Klipy as Admin or Member. Here's how to send invitations, manage roles, and remove team members.

Klipy supports team workspaces. You can invite colleagues to join your workspace so everyone works from the same contact database, shares meeting notes, and coordinates on accounts.

## Roles

Klipy has two roles:

| Role       | What they can do                                                                                                  |
| ---------- | ----------------------------------------------------------------------------------------------------------------- |
| **Admin**  | Manage workspace settings, billing, invite/remove members, and access all features                                |
| **Member** | Use all core Klipy features — email, meetings, contacts, drafts — but cannot manage billing or workspace settings |

Every workspace must have at least one Admin.

## How to invite a teammate

<Steps>
  <Step title="Go to Settings → Members">
    Click your avatar or initials in the top-right corner and select **Settings**, then **Members**.
  </Step>

  <Step title="Click Invite member">
    Enter your teammate's email address and select their role (Admin or Member).
  </Step>

  <Step title="Send the invitation">
    Click **Send invitation**. Your teammate will receive an email with a link to create their account and join the workspace.
  </Step>
</Steps>

## What happens when a teammate joins

When a teammate accepts an invitation and creates their account, they:

* Connect their own email and calendar (each person's email is theirs alone — it's not shared)
* Configure their own language and channel preferences
* Get access to the shared contact database and workspace meetings

## Managing existing team members

From **Settings → Members** you can:

* **Change a member's role** — promote a Member to Admin or demote an Admin to Member
* **Remove a member** — revoke their access to the workspace
* **Resend or revoke invitations** — if a teammate hasn't accepted yet, their invitation appears as pending with an option to resend or cancel

<Note>
  Removing a member does not delete their data. Contacts, meetings, and notes they contributed remain in the workspace.
</Note>

## Reinviting a teammate whose invitation expired

Magic link invitations expire after 10 minutes. If a teammate's invitation link has expired, their invitation will show as **Expired** in the Members list.

<Steps>
  <Step title="Go to Settings → Members">
    Open **Settings**, then **Members**.
  </Step>

  <Step title="Find the expired invitation">
    The teammate will appear with an **Expired** status badge.
  </Step>

  <Step title="Revoke and re-invite">
    Click to revoke the expired invitation, then click **Invite Member** to send a fresh invitation to the same email address.
  </Step>
</Steps>

<CardGroup cols={2}>
  <Card title="Magic link login" icon="link" href="/docs/faq/magic-link">
    What to do when a magic link expires.
  </Card>

  <Card title="Plans and limits" icon="coins" href="/docs/guides/billing/plans-and-limits">
    How team member seats affect your plan.
  </Card>
</CardGroup>
