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

# Team: invite, promote, and deactivate members

> Manage who has access to your HelpAlive dashboard. Invite teammates, promote members to admin, deactivate accounts that no longer need access.

The **Team** tab in **Settings** is where you manage who has access to your HelpAlive dashboard — your teammates, not your end users.

Open your dashboard and go to **Settings → Team**.

## Three sections, one screen

| Section              | What it's for                                                    |
| -------------------- | ---------------------------------------------------------------- |
| **Team Members**     | Everyone currently active on your dashboard.                     |
| **Invites**          | Invitations you've sent that haven't been used yet.              |
| **Inactive Members** | Members who've been deactivated and don't have access right now. |

## Inviting a teammate

Click **Invite** to send a new invitation. You can invite one person at a time or several at once.

Each invite needs:

* An **email address** in a domain allowed by your organization (see [Security & Access](/settings/security)).
* A **role** — Admin or Member.

HelpAlive emails the invitee a link to set their password and join. Invites appear in the **Invites** section with a status:

| Status      | What it means                                                |
| ----------- | ------------------------------------------------------------ |
| **Pending** | Waiting for the invitee to accept. You can resend or revoke. |
| **Used**    | They joined. They're now in **Team Members**.                |
| **Expired** | The link timed out. You can resend it as a fresh invite.     |

## Roles

| Role       | What they can do                                                                                                                                         |
| ---------- | -------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Admin**  | Everything. Invite teammates, change Agent config, manage billing, trigger data deletions, change security and session policies.                         |
| **Member** | Use the dashboard. Read everything; can't make administrative changes (invite users, regenerate API keys, edit domain allowlist, change session policy). |

Only admins can promote a member to admin, or demote an admin (including themselves). You can't accidentally lock the organization out — there must always be at least one admin.

## Editing or deactivating a member

In **Team Members**, click the menu on any row to:

* **Edit their role** — promote to admin or demote to member.
* **Edit their job role** — the descriptive field (e.g. "Product Manager"). Admin-only.
* **Deactivate** — revokes their access without deleting them. They move to **Inactive Members**.

Deactivation is reversible. Click **Reactivate** in the **Inactive Members** section to give a former teammate access back, subject to your plan's seat limit.

## Seat limits

Your plan caps the number of active members. If you've hit the limit, **Reactivate** and **Invite** are blocked until you deactivate someone else or upgrade. See [Billing](/settings/billing) for the current count.

## Next steps

<CardGroup cols={2}>
  <Card title="Integration & API key" icon="key" href="/settings/integration">
    Where your script tag and API key live, plus integration health.
  </Card>

  <Card title="Security & Access" icon="lock" href="/settings/security">
    Allowed email domains and session policies.
  </Card>
</CardGroup>
