# Team Members



Collaborate with your team by inviting members to your workspace. Control access with role-based permissions.

## Roles Overview [#roles-overview]

VitalSentinel has three roles with different permissions:

| Permission          | Owner | Admin | Member          |
| ------------------- | ----- | ----- | --------------- |
| View domains & data | Yes   | Yes   | Yes (read-only) |
| Add/edit domains    | Yes   | Yes   | No              |
| Configure alerts    | Yes   | Yes   | No              |
| Manage integrations | Yes   | Yes   | No              |
| Invite members      | Yes   | Yes   | No              |
| Manage member roles | Yes   | Yes   | No              |
| Remove members      | Yes   | Yes   | No              |
| Manage billing      | Yes   | No    | No              |
| Cancel subscription | Yes   | No    | No              |
| Transfer ownership  | Yes   | No    | No              |

### Owner [#owner]

* Full control over the workspace
* Only one owner per workspace
* Can transfer ownership to another member
* Can manage billing and subscription
* Can cancel the subscription

### Admin [#admin]

* Can manage domains, alerts, and integrations
* Can invite and manage team members (except changing ownership)
* Cannot manage billing or cancel subscription
* Ideal for team leads and senior staff

### Member [#member]

* Read-only access to assigned domains
* Can view monitoring data and reports
* Cannot modify domains, alerts, or settings
* Cannot invite others or manage billing
* Ideal for stakeholders who need visibility

## Inviting Members [#inviting-members]

<Callout type="info">
  Inviting members requires a paid plan. On the Free plan the workspace is single-seat, so the **Invite member** button is disabled.
</Callout>

### Send an Invitation [#send-an-invitation]

1. Click **Members** in the workspace sidebar
2. Click **Invite Member**
3. Enter their email address
4. Select a role:
   * **Member** - View only
   * **Admin** - Can manage domains and members
5. Click **Send Invitation**

### Invitation Email [#invitation-email]

The invitee receives an email with:

* Workspace name
* Who invited them
* Link to accept the invitation
* Expiration date

### Invitation Expiration [#invitation-expiration]

Invitations expire after 7 days. To resend:

1. Go to **Members**
2. Find the pending invitation
3. Click the refresh icon (↻) to resend

## Managing Members [#managing-members]

### View Members [#view-members]

Click **Members** in the workspace sidebar to see:

* All current members with roles
* Pending invitations (shown below the members list)

### Change a Role [#change-a-role]

1. Find the member in the list
2. Click the three-dot menu (⋮)
3. Click **Make Admin** or **Make Member**

The role changes immediately.

### Remove a Member [#remove-a-member]

1. Find the member in the list
2. Click the three-dot menu (⋮)
3. Click **Remove**
4. Confirm removal

<Callout type="warn">
  Removed members immediately lose access. They'll need a new invitation to rejoin.
</Callout>

## Pending Invitations [#pending-invitations]

Pending invitations appear in a separate section below the members list.

### Resend Invitation [#resend-invitation]

If someone didn't receive the email:

1. Find the pending invitation
2. Click the refresh icon (↻) to resend
3. A new email is sent

### Cancel Invitation [#cancel-invitation]

To revoke an invitation:

1. Find the pending invitation
2. Click the X icon to cancel
3. The invitation link becomes invalid

## Transferring Ownership [#transferring-ownership]

Only the current owner can transfer ownership:

1. Click **Members** in the workspace sidebar
2. Find the member to become owner
3. Click the three-dot menu (⋮)
4. Select **Transfer Ownership**
5. Confirm the transfer

After transfer:

* You become an Admin
* The new owner has full control over billing and settings

## Accepting an Invitation [#accepting-an-invitation]

When you receive an invitation:

1. Click the link in the email
2. Sign in or create an account
3. You're added to the workspace

If you already have an account:

* Sign in with your existing account
* The workspace appears in your list

If you don't have an account:

* Create a new account
* Verify your email
* The invitation is automatically accepted

## Best Practices [#best-practices]

### Minimum Necessary Access [#minimum-necessary-access]

* Assign the Member role unless Admin access is needed
* Limit who can manage billing
* Review access regularly

### Document Roles [#document-roles]

Keep track of:

* Who has access
* Why they have access
* When access was granted

### Offboarding [#offboarding]

When someone leaves:

1. Remove them from all workspaces
2. Review any alerts they created
3. Update any shared credentials

### Use Descriptive Emails [#use-descriptive-emails]

Invite people with business emails:

* Easier to identify
* Better audit trail
* More professional

## Troubleshooting [#troubleshooting]

### Invitation Not Received [#invitation-not-received]

1. Check spam/junk folder
2. Verify the email address is correct
3. Resend the invitation
4. Check if email is blocked by IT

### Can't Accept Invitation [#cant-accept-invitation]

1. Verify the invitation hasn't expired
2. Make sure you're signed into the correct account
3. Try the invitation link again
4. Contact the workspace owner

### Wrong Role Assigned [#wrong-role-assigned]

Ask an Admin or Owner to:

1. Change your role in Members settings
2. Or remove them and re-invite with the correct role

## Related [#related]

<Cards>
  <Card title="Managing Workspaces" href="/workspace/managing-workspaces">
    Workspace organization
  </Card>

  <Card title="Billing & Plans" href="/workspace/billing">
    Manage subscription
  </Card>
</Cards>