> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.meetgail.com/platform/settings/team-management/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.meetgail.com/_mcp/server.

# Team Management

> Manage your team members, roles, and permissions in Gail.

Invite team members and manage who has access to your Gail workspace.

## Inviting Team Members

### Send an Invitation

1. Go to **Settings** → **Users**

![Settings Users](/_fern-img/ed2bf9731486d7ac783d788faba4466b3db28f21b2350ad358c8dc2b7092a8d8.webp)

2. Click **Add User**

![Add User](/_fern-img/9280a5aee3903ee22ba512dee96392bd7f5b10f244b9b952d872e03be587333e.webp)

3. Enter their email address

![Add User Dialog](/_fern-img/c6970d17c824d8f00276aafe8aff49d3c6c3295277a2efc203758bb12312b07e.webp)

4. Select a role

![Select Role](/_fern-img/9c74ac2069c5e0521a5a36e05a175a7db1e155e84e137e2b422921293d52364c.webp)

5. Click **Send Invite**

![Send Invite](/_fern-img/cebf21ad3b73cae0c59d8ebd676983192cf472386da493b88b5190fdfdfd58b7.webp)

The invitee receives an email with a link to join your workspace.

### Pending Invitations

View and manage pending invites:

* Resend invitation
* Revoke invitation

## Roles & Permissions

### Available Roles

| Role      | Description                                                           |
| --------- | --------------------------------------------------------------------- |
| **Admin** | Full access, cannot delete workspace                                  |
| **User**  | Read-only access to most areas, can create campaigns and add contacts |

### Changing Roles

1. Go to **Settings** → **User**

![Settings User Navigation](/_fern-img/ed2bf9731486d7ac783d788faba4466b3db28f21b2350ad358c8dc2b7092a8d8.webp)

2. Find the team member

![Find Team Member](/_fern-img/6d48b15927a8522eae3a2d133b6522fc30517efb04cdd7af6045b01d69a9947f.webp)

3. Click the **Pencil** icon

![Pencil Icon](/_fern-img/bae2169bb8f288bf72af4174f0c3a90ad632606553e20cae1dc39adf69dfda1f.webp)

4. Select the new role

![Manage Team Access](/_fern-img/fe8af442d49b81bf6ab7b9e3dee361e41464f246e1e9e3921bc3be7240d8e8ab.webp)

5. Confirm the change

![Confirm Role Change](/_fern-img/93a5108153d2386d69a1e668ec3de863c8ba4ee19fc62930abef374d0793fc61.webp)

## Managing Team Members

### Viewing Team

See all team members with:

* Name and email
* Role
* Product Access
* Actions

### Removing Members

1. Find the team member

![Find Member Remove](/_fern-img/6d48b15927a8522eae3a2d133b6522fc30517efb04cdd7af6045b01d69a9947f.webp)

2. Click the **Trash** icon

![Trash Icon](/_fern-img/ba1962e0f11c5f841e925dc0f2ec58de1f9236886bbc93204ebdac2365d1f854.webp)

3. Select **Remove from team**

![Remove from Team](/_fern-img/89a45361a721cd3321c4e46cd03afb2053ac589cf1acf2e0397528cb18a464c0.webp)

4. Confirm removal

> **Note**
>
> Removed team members lose access immediately. Any agents or content they created remains in the workspace.

## Best Practices

### Principle of Least Privilege

Give team members only the access they need:

* Analysts don't need edit access
* Not everyone needs admin rights
* Review permissions quarterly

### Offboarding

When team members leave:

1. Remove them from the workspace immediately
2. Review any agents they created
3. Update any shared credentials

## Next Steps

* [Billing & Usage](/platform/settings/billing-usage) - Manage your subscription
* [Security Settings](/platform/settings/security-settings) - Configure security options

> Documentation for Gail, the AI platform for financial services. Learn how to set up GailGPT and Gail Agent to automate customer communications for insurance, banking, and finance.