> For the complete documentation index, see [llms.txt](https://docs.klink.cloud/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.klink.cloud/settings/members-roles-and-permissions.md).

# Members, roles, and permissions

How workspace admins add teammates and control what each person can see and do.

## What it is

**Members** are the people in your workspace. Each member has one or more **roles**. A role is a set of permissions across Analytics, Contacts, Tickets, Inbox, CX Logs, Reports, and Settings. If someone is missing a button or page, check their role.

{% hint style="info" %}
Menu paths in this guide look like **Settings, then Members**. If you cannot find a page mentioned here, your account role may not have access, so ask your workspace admin.
{% endhint %}

## Add a member

1. Go to **Settings, then Members, then Add member**.
2. Enter full name, email, and a password.
3. Optionally add a phone number.
4. Optionally set a **Global agent capacity** (max cases across all queues).
5. Assign one or more **Roles**.
6. Click **Add member**.

Edit or remove members from the row menu. The email cannot be changed after creation.

## Roles and permissions

1. Go to **Settings, then Roles and Permissions**.
2. Click **New role** (or **Duplicate** an existing role).
3. Name the role.
4. Toggle what the role can do across **Analytics**, **Contacts**, **Tickets**, **Inbox**, **CX Logs**, **Reports**, and **Settings**.
5. Save the role and assign it to members.

{% hint style="warning" %}
If someone sees "You don't have permission for this action," their role is missing that permission. An admin can grant it under **Settings, then Roles and Permissions**.
{% endhint %}

## Related pages

* [Glossary](/getting-started/glossary.md)
* [Inbox, Custom Views, and an agent day](/how-to-use/chat/inbox-custom-views-and-an-agent-day.md)
* [Business hours and SLA](/settings/business-hours-and-sla.md)