---
title: Members & Invitations
slug: members-and-invitations
docTags: 
createdAt: 2026-01-23T14:34:36.987Z
---

## Overview

Manage team members and invite new users to your Floyo team. 

:::hint{type="info"}
Inviting additional members is available for Team plans only. See [Pricing](https://www.floyo.ai/pricing).
:::



***

## Accessing Members Settings

1. Click your **profile icon** in the top-right corner
2. Under **TEAMS**, select the team you want to manage
3. Click **Settings**
4. Select **Members** from the settings menu

The Members page displays two tabs:

| Tab                     | Description                                            |
| ----------------------- | ------------------------------------------------------ |
| **Team Members**        | View current members with their email, role, and usage |
| **Pending Invitations** | Monitor invites that haven't been accepted yet         |

***

## Inviting Members

![](https://api.archbee.com/api/optimize/1hT0XoAHMhU4co8ZZjygd/JAul48rFpR5vpMVfFnp8X_image.png)

To invite a new team member:

1. Enter the team member's **email address**
2. Select their **role** from the dropdown:
   - **Member** — Can use team workflows and resources
   - **Restricted Member** — Same as Member access but cannot publish Workflows or Pipeline Pages to the team nor publish team Workflows on Community Pages.
   - **Admin** — Can manage settings and invite other members but cannot manage Subscriptions nor billing information.
   - Owner — Full team access.
3. Click the **Invite** button

The invited user will receive an email with instructions to join your team.

***

## Managing Pending Invitations

![](https://api.archbee.com/api/optimize/1hT0XoAHMhU4co8ZZjygd/Gy8DsLJMinwbSHUJZpI3t_image.png)

Click the **Pending Invitations** tab to view invites that haven't been accepted.

| Action     | Description                     |
| ---------- | ------------------------------- |
| **Resend** | Send the invitation email again |
| **Delete** | Cancel the pending invitation   |

***

## Team Roles

| Role       | Permissions                                           |
| ---------- | ----------------------------------------------------- |
| **Owner**  | Full access including billing, can transfer ownership |
| **Admin**  | Access to settings, can invite and manage members     |
| **Member** | Can use team resources, no settings access            |

*For more information about specific roles and permissions, please see *[Team Member Roles and Access](https://docs.floyo.ai/team-member-roles-and-access)

***

## Tips & Best Practices

- **Start with Admin invites:** Invite other admins first so they can help onboard team members
- **Check pending invitations:** Follow up with users who haven't accepted their invites
- **Role assignments:** Give Admin access only to users who need to manage team settings

***

## Troubleshooting

### Invitation email not received?

**Solution:** Ask the user to check their spam folder. You can also resend the invitation from the Pending Invitations tab.

### Can't change a member's role?

**Solution:** Only Owners and Admins can modify member roles. Contact your team Owner if you need elevated permissions.

***

## Related Documentation

- [General Settings](https://docs.floyo.ai/general-settings)
- [Plans & Billing](https://docs.floyo.ai/plans-and-billing)
- [Usage](https://docs.floyo.ai/usage)
- [Team Member Roles and Access](https://docs.floyo.ai/team-member-roles-and-access)