> ## Documentation Index > Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt > Use this file to discover all available pages before exploring further. # Invite team members > Invite colleagues to your Cassidy workspace and manage pending invitations. Add your team to Cassidy so they can collaborate on [Agents](/agents/overview), [Workflows](/workflows/overview), and your [Knowledge Base](/knowledge-base/overview). You can invite new members from anywhere in the app or from Organization Settings. ## Send invitations You can invite team members from two places: * **Quick invite** — Click **Invite Members** in the sidebar. Sidebar menu showing the Invite Members button * **Organization Settings** — Click your account name at the bottom of the sidebar, click the **gear icon**, go to **Team Members**, and click **Invite Team Members**. Team Members page in Organization Settings with Invite Team Members button Type one or more email addresses into the invite field. You can invite multiple people at once by separating emails with commas or pressing Enter after each one. Choose one or more roles for each invitee. Roles control what the person can do in Cassidy. * **Viewer**: Basic access to shared resources. * **Member**: Standard access for regular team members. * **Admin**: Administrative access for managing team settings, integrations, users, and workspace configuration. * **Custom roles**: Workspace-specific privilege sets created by your team. You can always change a user's roles later from Organization Settings. Start with the narrowest role that lets someone do their job. Select one or more [groups](/settings/roles-and-groups) to add the invitee to. Groups control which shared Agents, Workflows, Knowledge Base collections, chats, and meetings the user can access. Click **Send Invites**. Each invitee receives an email with a link to join your Cassidy workspace. Invite Members modal with email, role, and groups filled in ready to send Invitations sent. You can track their status in Organization Settings under **Team Members**. ## Accept an invitation When someone invites you to a Cassidy workspace: Look for an invitation email from Cassidy. Click the **Join** button in the email. Invitation email from Cassidy with Join button If you don't see the email, check your spam or junk folder. The sender can resend the invitation from Organization Settings if needed. If you're new to Cassidy, create an account with the invited email address. When prompted during account creation, click the option to join the organization. Account creation screen showing the option to join an organization If you already have a Cassidy account and are logged in, a pop-up appears in the app asking you to accept the invite. In-app invitation pop-up for logged-in users You can access your pending invitations by clicking your name in the sidebar and selecting **Pending Invitations**. Sidebar menu showing Pending Invitations option In the Pending Invitations screen, click **Accept Invitation** to join the organization or **Reject Invitation** to decline. Pending Invitations screen with Accept and Reject buttons Once you've accepted, you can switch between organizations by clicking your account name at the bottom of the sidebar. Sidebar menu showing multiple organizations to switch between ## Manage invitations and members From **Organization Settings** → **Team Members**, you can manage both pending invitations and existing members. ### Revoke a pending invitation If you made a mistake or no longer want someone to join, click **Revoke Invitation** next to the pending invite. Pending invitation with Revoke Invitation button ### Remove an existing member For members who have already joined, click the **...** menu next to their name and select **Remove**, then confirm the action. Member row with ellipsis menu showing the Remove option Confirmation dialog for removing a team member Removing a member is immediate. They will lose access to all shared resources in your organization. Any Agents or Workflows they own will remain but may need to be reassigned. ## Next steps Control what team members can do and which resources they can access. Let your team sign in with your identity provider.