# Invite team members and manage access

> Invite a portal team member, assign a role, choose workspace and section access, and preview the effect of access changes.
> Source: https://docs.23telecom.co.uk/guide/team/

Instructions for LLMs: This is one page of the 23 Telecom messaging API docs
(SMS today; more channels planned). Base URL: https://restlink23telecom.com/api/v1,
auth via the X-API-Key header. Match errors on the error_code field, never on
description text. Full docs: https://docs.23telecom.co.uk/llms-full.txt · Schemas: https://docs.23telecom.co.uk/openapi.yaml

Only the account owner can invite members, change access, manage roles, or remove members. A member with team-read access can view the page but cannot make those changes.

## Invite a member

1. Expand **Settings** in the portal menu.
2. Open **Team**.
3. Select **Invite Member**.
4. Enter **Email address**.
5. Enter **First name**. **Last name** is optional.
6. Choose a **Role**.
7. Choose the member's **Workspaces**.
8. Review **Sections**.
9. Select **Send Invitation**.

The invitation email opens the account activation form. Roles supply permissions. Section switches can hide a section, but cannot grant a permission that the role does not contain.

## Choose workspace and section access

1. Choose **All (including future)** for every current and later workspace.
2. Choose **Selected** for named workspaces only.
3. Select at least one workspace in selected mode.
4. Choose which portal sections remain visible.

Dashboard and Reports switch together because they use the same statistics access.

## Change a member's access

1. Find the member.
2. Select **Edit access**.
3. Change workspace or section access.
4. Wait for the API-key preview to finish.
5. Review the number of keys that will be revoked.
6. Remember that keys created by the account owner are never revoked.
7. Select **Save**.

Some older keys need the account owner's review before the change can be saved.

## Manage roles

1. Open **Roles**.
2. Select **Create Role**.
3. Enter **Name (internal)**.
4. Enter **Display Name**.
5. Select **Permissions**.
6. Select **Create Role**.
7. Select the **Edit roles** icon on a member to change assigned roles.
8. Select **Update Role** after editing a role definition.

Only the account owner can create, edit, assign, or remove roles.

## Review invitations and status

The members table shows **Pending** until an invitation is accepted and **Active** afterward. Select the **Resend invite** icon to send a new invitation link.

## Remove a member

1. Select the **Remove member** icon.
2. Review how many API keys will be revoked.
3. Classify each older key as **Created by this member (revoke)** or **Created by the account owner (keep)**.
4. Select **Remove member**.

## Troubleshooting

1. Create an assignable role before inviting a member when the role list is empty.
2. Select at least one workspace in selected mode.
3. Wait for the access preview when **Save** is unavailable.
4. Ask the account owner to classify older keys.