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

# Members & roles

> Invite teammates, assign roles, and manage membership for your ClearSpend workspace.

Manage who can sign in to ClearSpend from **Team → Members**.

<Frame caption="The Members tab: lists all users with their role, added date, and status.">
  <img src="https://assets.clearspend.ai/content/videos/members_page.png" alt="Members list" />
</Frame>

## Roles

| Role                                             | Permissions                                                                                                                                       |
| ------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Owner**                                        | Full access. Can manage members, billing, integrations, and processing rules. Only one Owner per workspace.                                       |
| **Admin**                                        | Can view and edit all spend data, manage subscriptions, invite members, and manage integrations. Cannot change billing.                           |
| **Member** (shown as **Contributor** in Profile) | Day-to-day access. Can create and edit subscriptions, upload documents, and trigger syncs. Cannot manage integrations, billing, or invite others. |
| **Viewer**                                       | Read-only access. Can view dashboards, subscriptions, and renewals but cannot make changes or invite others.                                      |

## Members table

The **Members** tab lists all users with active logins. Columns include:

| Column       | Description                          |
| ------------ | ------------------------------------ |
| **Name**     | Display name and email address       |
| **Role**     | Owner, Admin, Member, or Viewer      |
| **Added On** | Date the member joined the workspace |
| **Status**   | Current membership status            |

### Member status values

| Status      | Meaning                                                 |
| ----------- | ------------------------------------------------------- |
| **Active**  | Member is actively using the workspace                  |
| **Invited** | Invitation has been sent; the user has not yet accepted |
| **Removed** | Member has been removed from the workspace              |

## Inviting

<Steps>
  <Step title="Open Members">
    Go to **Team → Members**.
  </Step>

  <Step title="Click + Invite team member">
    Enter the new member's email and pick a role: **Admin**, **Member**, or **Viewer**.
  </Step>

  <Step title="Send invite">
    The invitee gets an email with a link to set up their login. Their row appears in the table with an **Invited** status badge until they accept.
  </Step>
</Steps>

## Changing a member's role

Owners and Admins can update another member's role from **Team → Members**. Use the row actions for the member you want to change.

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</video>

## Requests tab

If someone in your domain tries to join the workspace before being invited, their request appears in the **Requests** tab.

<video controls className="w-full rounded-lg" src="https://assets.clearspend.ai/content/videos/accept_user_request_to_org.mp4">
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</video>

The tab shows:

* **Name**: the requester's email
* **Requested on**: the date of the request
* **Action**: a checkmark button to approve or an ✕ button to decline

Approving a request sends the user an invitation and moves them to the Members list.

## Filtering

Use the **All Status** filter to show only Active, Invited, or Removed members. You can also search by name or email using the search field.