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

# Manage Team

> Learn how to add and configure users of your account

export const BaseUrl = ({path = '', children}) => {
  const baseUrl = 'https://app.replify.ai';
  const fullUrl = path ? `${baseUrl}${path.startsWith('/') ? path : `/${path}`}` : baseUrl;
  if (children) {
    return <a href={fullUrl}>{children}</a>;
  }
  return fullUrl;
};

export const SupportEmail = () => {
  return <a href="mailto:help@replify.ai">help@replify.ai</a>;
};

export const SalesEmail = () => {
  return <a href="mailto:sales@replify.ai">sales@replify.ai</a>;
};

export const ContactEmail = () => {
  return <a href="mailto:help@replify.ai">help@replify.ai</a>;
};

## Overview

You can manage the users on your account from the Manage Team page. From here, you’ll see a list of users on your account, along with their email addresses, permission level, and status. Active users appear on the main table; disabled users are listed on a separate tab (see [Viewing disabled users](#viewing-disabled-users)).

Each user will show:

* Name
* Email
* Permissions (Admin or Limited Access, plus capability levels for limited access users)
* Status (active or disabled)

## Navigating to the Manage Team page

To access the <BaseUrl path="/users">Manage Team</BaseUrl> page, click on your profile bubble in the top right corner of the screen. From the dropdown menu, select **Manage Team**.

## Adding a user

To invite someone to your workspace:

1. Click **Invite User** in the top right corner of the <BaseUrl path="/users">Manage Team</BaseUrl> page
2. Enter their name and email address
3. Send the invite

The invited user will receive an email prompting them to set up their account.

Each email address can only be tied to **one** Replify account in our system. If you try to add someone whose email is already in use on another account, an error will be displayed. Use a different email address to add them to this account.

<Note>
  If the user doesn’t accept the invite within 7 days, the link will expire. You
  can resend the invite at any time by going to the{" "}
  <BaseUrl path="/users">Manage Team</BaseUrl> page and clicking on the Resend
  invite icon under Actions for that User.
</Note>

## Editing a user

Click the **pencil** icon next to a user to open the edit window. From there you can:

* Update their **name**
* Change their **status** (active or disabled)
* Set their **access type** and capabilities (see [User permissions and access](#user-permissions-and-access))

You **cannot** change a user's email address after they have been added to your account. If someone needs to use a different address, add them as a new user with the correct email (and disable the old user if they should no longer have access).

## User permissions and access

Previously, every user on an account was an **Admin** with access to everything. You can now assign **Limited Access** and choose what each person can see and change.

### Admin vs Limited Access

| Access type        | What it means                                                                                                                   |
| ------------------ | ------------------------------------------------------------------------------------------------------------------------------- |
| **Admin**          | Full access to all features and settings on the account—the same broad access every user had before custom permissions existed. |
| **Limited Access** | Access only to the areas you enable below. For each area (called a **capability**), you choose **None**, **Read**, or **Edit**. |

<Warning>
  Your account must always have **at least one Admin**. You cannot remove Admin
  access from the last remaining Admin on the account.
</Warning>

### How to set permissions

<Steps>
  <Step title="Open Edit User">
    On <BaseUrl path="/users">Manage Team</BaseUrl>, click the **pencil** icon for the user you want to update.
  </Step>

  <Step title="Choose an access type">
    Under **Access Type**, select **Admin** or **Limited Access**.

    * **Admin** — No further setup; the user can access everything.
    * **Limited Access** — The **Capabilities** list appears so you can set each area individually.
  </Step>

  <Step title="Set capability levels">
    For each capability, choose **None**, **Read**, or **Edit** using the toggle on that row. Capabilities you do not need can stay at **None**.
  </Step>

  <Step title="Save">
    Click **Save Changes**. The user’s access updates immediately.
  </Step>
</Steps>

### None, Read, and Edit

These three levels apply to each capability on a Limited Access user:

| Level    | What the user can do                                                                             |
| -------- | ------------------------------------------------------------------------------------------------ |
| **None** | No access to that area—they will not see or use those parts of the app.                          |
| **Read** | Can view information in that area but cannot create, change, or delete settings or records.      |
| **Edit** | Can view and make changes in that area (create, update, and delete where the product allows it). |

<Tip>
  Capability names in the Edit User window match the accordion titles below.
  Each accordion explains **what that capability unlocks** in the app, using the
  same menu names you see in the portal.
</Tip>

### What each capability controls

The names below match the **Edit User** dialog exactly. Expand a capability to see which parts of the app it covers.

<AccordionGroup>
  <Accordion title="Org configuration" icon="building">
    **What this gives access to:**

    * **Manage Brand**
    * **Plan & Billing**
    * **Connected Apps**
    * **API Keys**
  </Accordion>

  <Accordion title="User management" icon="users">
    **What this gives access to:**

    * **Manage Team**
  </Accordion>

  <Accordion title="AI assistant configuration" icon="robot">
    **What this gives access to:**

    * **Conversation Settings** — Core Behavior, Live Transfers, Scenarios, Actions
    * **Channels** — Chatbot, Email, Text, Phone
    * **Notifications**
    * **Analysis Settings**
    * **Manage Assistants**(including [Bulk Edit](/account-management/bulk-edits))
    * **Assistant Contact Info** dropdown

    <Note>
      This capability does **not** include **Knowledge**. Knowledge has its own capability—see [Knowledge Base](#knowledge-base) below.
    </Note>
  </Accordion>

  <Accordion title="Knowledge Base" icon="book">
    **What this gives access to:**

    * **Knowledge**
  </Accordion>

  <Accordion title="Inbox and contacts" icon="inbox">
    **What this gives access to:**

    * **Inbox**
    * **Contacts**
    * **Contact list** view on the **Dashboard**
  </Accordion>

  <Accordion title="Reporting" icon="chart-bar">
    **What this gives access to:**

    * **Dashboard** report components
    * **Reports**
  </Accordion>

  <Accordion title="Campaigns" icon="megaphone">
    **What this gives access to:**

    * **Campaign Manager**
  </Accordion>

  <Accordion title="VoIP configuration" icon="phone">
    **What this gives access to:**

    * **Phone Numbers**
    * **Devices**

    <Note>
      This capability appears in the Edit User window **only if your account has the VoIP product**. If you do not see it, your organization is not on VoIP with Replify.
    </Note>
  </Accordion>

  <Accordion title="VoIP call history" icon="clock-rotate-left">
    **What this gives access to:**

    * **Call History**

    <Note>
      Like VoIP configuration, this capability is shown **only when your account has the VoIP product**.
    </Note>
  </Accordion>
</AccordionGroup>

## Viewing disabled users

The user table opens on active users by default. To see users who have been disabled on your account, click the **Disabled** tab above the table. You can review their details there the same way you do for active users.

## Plan limits

<Note>
  {" "}

  Only workspaces on the Plus plan can have multiple users. Free and Basic tiers
  are limited to a single user.{" "}
</Note>

If you need to collaborate with others, make sure your account is on the appropriate plan or contact <SalesEmail /> to upgrade your plan.

## Login restrictions

If a user has already signed in using Google, they cannot log in with that same email using a password. They must continue using Google login for that account.