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

# Invite, Manage, and Remove Team Members in mFoundry

> Invite teammates, assign roles, and control access to projects in mFoundry using role-based permissions to keep your work secure and organized.

mFoundry gives you precise control over who can see and change what across your organization. Every person you add is assigned a role that determines their capabilities — from full administrative control down to read-only viewing — so you can collaborate confidently without worrying about accidental changes or unauthorized access to sensitive workflows.

## Roles and Permissions

mFoundry uses four built-in roles. Assign the most restrictive role that still lets each person do their job.

| Role   | Invite Members | Manage Projects | Edit Workflows | View Only |
| ------ | :------------: | :-------------: | :------------: | :-------: |
| Owner  |        ✅       |        ✅        |        ✅       |     —     |
| Admin  |        ✅       |        ✅        |        ✅       |     —     |
| Member |        —       |        —        |        ✅       |     —     |
| Viewer |        —       |        —        |        —       |     ✅     |

* **Owner** — full control over the organization, including billing and deleting the org itself. Every organization must retain at least one Owner at all times.
* **Admin** — can manage projects, workflows, integrations, and team membership, but cannot access billing or delete the organization.
* **Member** — can create and edit workflows within projects they have been added to, but cannot invite others or change project settings.
* **Viewer** — read-only access to projects and workflows they have been granted visibility on; cannot make any changes.

## Inviting Teammates

Add new people to your organization in a few clicks from the Team settings page.

<Steps>
  <Step title="Go to Settings > Team">
    Click **Settings** in the left sidebar, then open the **Team** tab. You will see a list of current members alongside their assigned roles and join dates.
  </Step>

  <Step title="Click Invite Member">
    Click the **Invite Member** button in the top-right corner of the Team page to open the invitation dialog.
  </Step>

  <Step title="Enter an email address and select a role">
    Type the invitee's email address into the input field. Use the role dropdown to assign the appropriate role — if you are unsure, start with **Member** and promote them later if needed.
  </Step>

  <Step title="Click Send Invite">
    Click **Send Invite** to dispatch the invitation email. Your teammate will receive a message with a secure link that lets them create an account or log in and join your organization. The Team page will list them as **Pending** until they accept.
  </Step>
</Steps>

## Changing Roles

Owners and admins can reassign any member's role at any time without interrupting their access to existing work. Navigate to **Settings > Team**, find the member you want to update, and click the role badge next to their name. Select the new role from the dropdown and confirm the change — it takes effect immediately. The member does not need to log out or take any action.

If you are demoting someone from Admin to Member or Viewer, review which projects they own or manage first to avoid leaving any projects without an active administrator.

## Removing Members

To remove someone from your organization, go to **Settings > Team**, click the **⋯** menu next to their name, and select **Remove Member**. Confirm the action in the dialog that appears.

When you remove a member:

* They immediately lose access to all projects and workflows in your organization.
* Any workflows, tasks, or comments they created remain intact and are reassigned to unowned status — no work is deleted.
* If they were the sole contributor to a private project, an Owner or Admin must manually reassign ownership of that project.

<Warning>
  Your organization must always have at least one member with the **Owner** role. mFoundry will prevent you from removing or demoting the last Owner. Before making changes, promote another trusted member to Owner so there is no interruption in administrative access.
</Warning>