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

# Members and roles

> Invite people to your organization, see what owners, admins and members can do, change a member's role or remove them, and work across several organizations.

export const DemoVideo = ({id, title, embedUrl, src, poster, duration}) => {
  if (embedUrl) {
    return <figure className="brd-media" data-media-id={id}>
        <iframe className="brd-media-frame w-full aspect-video" src={embedUrl} title={title} allow="accelerometer; autoplay; clipboard-write; encrypted-media; picture-in-picture" allowFullScreen />
      </figure>;
  }
  if (src) {
    return <figure className="brd-media" data-media-id={id}>
        <video className="brd-media-frame w-full aspect-video" src={src} poster={poster} controls playsInline preload="metadata" />
      </figure>;
  }
  const label = duration ? `Video walkthrough coming soon · ${duration}` : "Video walkthrough coming soon";
  return <Placeholder id={id} kind="video" label={label} description={title} ratio="16 / 9" icon={<PlayIcon />} />;
};

export const Screenshot = ({id, src, srcDark, alt, caption}) => {
  if (!src) {
    return <Placeholder id={id} kind="screenshot" label="Screenshot coming soon" description={alt} icon={<ImageIcon />} />;
  }
  return <figure className="brd-media" data-media-id={id}>
      <img className="brd-media-frame block dark:hidden" src={src} alt={alt} />
      <img className="brd-media-frame hidden dark:block" src={srcDark || src} alt={alt} />
      {caption && <figcaption className="brd-media-caption">{caption}</figcaption>}
    </figure>;
};

Everyone in an organization has one of three roles: owner, admin or member. You manage them under
**Team** in the sidebar. The page is titled **User Management** and has two tabs, **Members** and
**Invitations**.

<Screenshot id="ss-organization-members-and-roles-hero-members" alt="The Members tab of the User Management page listing people with Owner, Admin and Member role badges and their join dates" />

<Accordion title="Watch the walkthrough" icon="circle-play">
  <DemoVideo id="V21" title="Invite your team" duration="1 min" />
</Accordion>

## The three roles

* **Owner**: the person who created the organization. There's one owner, and nobody can change or
  remove them.
* **Admin**: manages members, invitations and organization settings. Only the owner can make
  someone an admin or take the role away.
* **Member**: works with everything else in the organization, from contacts to campaigns, but can't
  manage the team or organization settings.

## What each role can do

| Action                                                                                                                                                   | Owner | Admin | Member    |
| -------------------------------------------------------------------------------------------------------------------------------------------------------- | ----- | ----- | --------- |
| View members and invitations                                                                                                                             | ✓     | ✓     | ✓         |
| Invite people as members                                                                                                                                 | ✓     | ✓     |           |
| Invite people as admins                                                                                                                                  | ✓     |       |           |
| Resend or cancel invitations                                                                                                                             | ✓     | ✓     |           |
| Make someone an admin, or change an admin back to a member                                                                                               | ✓     |       |           |
| Remove members and admins                                                                                                                                | ✓     | ✓     |           |
| Change **Organization Settings** (name, logo, brand, business address)                                                                                   | ✓     | ✓     | View only |
| Change payment currency and billing details under **Billing & Plans > Billing**                                                                          | ✓     | ✓     | View only |
| Everything else: channels, domains, mailboxes, contacts, forms, templates, campaigns, reports, API keys, webhooks, migrations, subscriptions and credits | ✓     | ✓     | ✓         |

Rules that apply to everyone:

* You can't change your own role or remove yourself.
* The owner's role can't be changed and the owner can't be removed.
* The owner role can't be handed to someone else from the dashboard.

## Invite someone

<Snippet file="roles-required.mdx" />

<Steps>
  <Step title="Open the invite dialog">
    In the sidebar, select **Team**, then **Invite Member**. The button is on both the **Members**
    and **Invitations** tabs.
  </Step>

  <Step title="Enter their details">
    In **Email Address**, enter the address they'll sign in with. In **Role**, choose **Member** or
    **Admin**. Only the owner can invite someone as an admin. Select **Send Invite**.

    <Screenshot id="ss-organization-members-and-roles-01-invite-dialog" alt="The Invite Member dialog with an email address entered and Member selected as the role" />
  </Step>
</Steps>

Brudcast emails them a link to `https://app.prod.brudcast.com/invite/…`. The invitation appears on
the **Invitations** tab as **Pending** and expires 7 days after it's sent. They open the link, sign
in with the invited address (signing up first if they need to), then select **Accept Invitation** or
**Decline**. Brudcast emails the owner when someone accepts. The invitee's side of this is in
[Create your account](/get-started/create-your-account#join-an-organization-you-were-invited-to).

| Status        | Meaning                         | What you can do                    |
| ------------- | ------------------------------- | ---------------------------------- |
| **Pending**   | Sent and waiting for an answer  | Resend or cancel                   |
| **Accepted**  | They joined the organization    | Manage them on the **Members** tab |
| **Declined**  | They turned it down             | Send a new invitation              |
| **Expired**   | 7 days passed without an answer | Resend                             |
| **Cancelled** | Someone cancelled it            | Resend                             |

To resend, select **⋮** on a pending, expired or cancelled invitation, then **Resend Invitation**.
The link is emailed again with a fresh 7 days, and the original link keeps working. To cancel, select
**⋮** on a pending invitation, then **Cancel Invitation**, and confirm. The link stops working, and
you can resend it later.

## Find a member

On the **Members** tab, type in **Search members...** to match first or last name, or an exact email
address. Use the role filter (**All Roles**, **Owner**, **Admin**, **Member**) to narrow the list.

## Change a member's role

<Info>
  **Before you start:** you need to be the owner. Admins can open this dialog, but every change
  between admin and member is reserved for the owner.
</Info>

<Steps>
  <Step title="Open the member's menu">
    On the **Members** tab, select **⋮** at the end of the person's row, then **Change Role**. The
    menu doesn't appear on your own row or the owner's.
  </Step>

  <Step title="Pick the new role">
    In **Change Role**, choose **Admin** or **Member**, then select **Update Role**.

    <Screenshot id="ss-organization-members-and-roles-02-change-role" alt="The Change Role dialog with Admin selected and the Update Role button" />
  </Step>
</Steps>

The person is signed out on every device and gets an email telling them about the change. When they
sign back in, the new role applies.

## Remove a member

<Info>
  **Before you start:** you need the owner or admin role.
</Info>

1. On the **Members** tab, select **⋮** on the person's row, then **Remove Member**.
2. Confirm with **Remove Member**.

They lose access to this organization straight away. Any API keys they created for it are revoked,
so update any integration that used one. Their Brudcast login and their other organizations aren't
affected. You get an email confirming the removal.

## Working in more than one organization

One Brudcast login can belong to several organizations, such as one per brand or per client. Select
the organization name at the top of the sidebar to switch between them; a check mark shows the active
one. You can have a different role in each.

Each organization keeps its own contacts, lists, segments, forms and templates; campaigns and
reports; channels, sending domains, sender identities and mailboxes; subscriptions, wallet and
invoices; members and roles; and API keys and webhooks. An API key only works in the organization it
was created in. Your own account settings are not separate: your profile, password, two-factor
authentication and theme apply everywhere.

To create another one, open the switcher and select **Add Organization**. Your account needs a
verified phone number first, or you see **Verify your phone number before creating an organization**.
Enter the **Organisation name** and **Country of incorporation** (which sets the regional pricing
your plans are offered at, and only support can change later), pick the channels you'll send on and
how you'll send, then optionally an **Industry** and **Company size**, and select **Create
organisation**. You're its owner, it becomes active, and it starts on the free Email and Mailbox
plans with its own Brudcast trial address. Nothing is carried over.

You can't remove yourself from an organization, so ask an admin or the owner to remove you. There's
no option to delete an organization in the dashboard; write to
[support@brudcast.com](mailto:support@brudcast.com) if you need one removed.

## Troubleshooting

<AccordionGroup>
  <Accordion title="“You do not have permission to perform this action”" icon="circle-alert">
    **Why:** members can view the team but can't invite, remove or change roles.

    **Fix:** ask an admin or the owner to do it, or to change your role.
  </Accordion>

  <Accordion title="“Only the owner can manage admin roles” or “Only the owner can invite admins”" icon="circle-alert">
    **Why:** only the owner can make someone an admin or turn an admin back into a member.

    **Fix:** invite them as a member, then ask the owner to change their role.
  </Accordion>

  <Accordion title="“You cannot remove yourself from the organization”" icon="circle-alert">
    **Why:** nobody can remove themselves.

    **Fix:** ask an admin or the owner to remove you.
  </Accordion>

  <Accordion title="“User is already a member of this organization”" icon="circle-alert">
    **Why:** someone with that email address has already joined.

    **Fix:** find them on the **Members** tab. To change what they can do, change their role.
  </Accordion>

  <Accordion title="“An invitation for this email is already pending”" icon="circle-alert">
    **Why:** there's already a live invitation for that address.

    **Fix:** resend the existing invitation instead of creating a new one.
  </Accordion>

  <Accordion title="“This invitation was sent to a different email address”" icon="circle-alert">
    **Why:** the person accepting is signed in with a different address from the one invited.

    **Fix:** they select **Switch Account** and sign in with the invited address, or you send a new
    invitation to the address they use.
  </Accordion>

  <Accordion title="“This invitation has expired” or “This invitation is not valid”" icon="circle-alert">
    **Why:** the invitation is older than 7 days, or it was cancelled, declined or already accepted.

    **Fix:** resend it from the **Invitations** tab, or send a new one if it was declined.
  </Accordion>
</AccordionGroup>

## Related

<Columns cols={2}>
  <Card title="Organization settings" icon="building-2" href="/organization/organization-settings">
    What admins can change for everyone.
  </Card>

  <Card title="API keys" icon="key-round" href="/developers/api-keys">
    Keys are revoked when their creator is removed.
  </Card>
</Columns>