documenso/apps/docs/content/docs/users/organisations/members.mdx

---
title: Team Members
description: Manage team member roles, invite and remove members, and configure access permissions.
---

import { Callout } from 'fumadocs-ui/components/callout';
import { Step, Steps } from 'fumadocs-ui/components/steps';

## Organisation Roles

Organisation members have different permission levels that determine what they can do across the organisation.

| Role        | Manage Settings | Manage Teams | Manage Members | Billing | Delete Organisation |
| ----------- | --------------- | ------------ | -------------- | ------- | ------------------- |
| **Owner**   | Yes             | Yes          | Yes            | Yes     | Yes                 |
| **Admin**   | Yes             | Yes          | Yes            | Yes     | Yes                 |
| **Manager** | Yes             | Yes          | Yes            | No      | No                  |
| **Member**  | No              | No           | No             | No      | No                  |

<Callout type="info">
  Organisation Admins and Managers automatically receive Team Admin access to all teams in the
  organisation.
</Callout>

## Transferring Organisation Ownership

Organisation ownership cannot be transferred through the regular organisation settings. Only a Documenso instance administrator can transfer ownership through the admin panel.

If you are using Documenso Cloud, contact support to request an ownership transfer. If you are self-hosting, an instance administrator can follow the steps below.

The target user must already be a member of the organisation.

{/* prettier-ignore */}
<Steps>
  <Step>
    Navigate to **Admin > Organisations** and select the organisation.
  </Step>
  <Step>
    In the **Organisation Members** table, find the target member and click **Update role**.
  </Step>
  <Step>
    Select **Owner** from the role dropdown and click **Update**.
  </Step>
</Steps>

After the transfer:

- The new owner is promoted to Admin if they previously held a lower role (Manager or Member).
- The previous owner retains their Admin role and remains a member of the organisation.
- Only one user can be the owner at a time.

<Callout type="warn">
  The current owner cannot be demoted below Admin. Transfer ownership to another member first.
</Callout>

## Team Member Roles

Teams have three roles with different permission levels:

| Role        | Permissions                                                                                            |
| ----------- | ------------------------------------------------------------------------------------------------------ |
| **Admin**   | Full access to team settings, can manage all members, delete the team, and control document visibility |
| **Manager** | Can manage team members (at or below their role level) and access manager-level documents              |
| **Member**  | Can access team documents shared with all members                                                      |

### Role hierarchy

Higher roles can manage users at or below their level:

- Admins can add, update, or remove **Admins**, **Managers**, and **Members**
- Managers can add, update, or remove **Managers** and **Members**
- Members cannot manage other team members

## Adding Team Members

Before adding someone to a team, they must first be a member of your organisation.

### Add existing organisation members

{/* prettier-ignore */}
<Steps>
  <Step>
    Go to your team settings and click **Add members**.
  </Step>
  <Step>
    Select organisation members from the list and click **Next**.
  </Step>
  <Step>
    Assign a team role to each member, then click **Add Members**.
  </Step>
</Steps>

<Callout type="info">
  If you can't find someone in the member list, they need to be invited to your organisation first.
  You can do this directly from the team member dialog.
</Callout>

### Invite new organisation members

If the person you want to add isn't in your organisation yet:

{/* prettier-ignore */}
<Steps>
  <Step>
    In the **Add members** dialog, click **Invite them to the organisation first**.
  </Step>
  <Step>
    Enter their email address and organisation role, then click **Send invite**.
  </Step>
  <Step>
    Once they accept, return to add them to the team.
  </Step>
</Steps>

### Bulk invite via CSV

You can invite multiple members at once by uploading a CSV file. The CSV should have the following structure:

| Email address       | Role    |
| ------------------- | ------- |
| admin@example.com   | Admin   |
| manager@example.com | Manager |
| member@example.com  | Member  |

## Accepting Invitations

When someone invites you to an organisation:

{/* prettier-ignore */}
<Steps>
  <Step>
    Check your email for the invitation and click the link.
  </Step>
  <Step>
    Sign in or create a Documenso account.
  </Step>
  <Step>
    Accept the invitation.
  </Step>
</Steps>

After joining the organisation, a team admin or manager can add you to specific teams.

## Changing Member Roles

To change a team member's role:

{/* prettier-ignore */}
<Steps>
  <Step>
    Go to your team settings and find the member in the list.
  </Step>
  <Step>
    Click the actions menu (three dots) and select **Update role**.
  </Step>
  <Step>
    Choose the new role and click **Update**.
  </Step>
</Steps>

<Callout type="warn">
  You can only change roles for members at or below your own role level. For example, managers
  cannot change an admin's role.
</Callout>

## Removing Members

To remove someone from a team:

{/* prettier-ignore */}
<Steps>
  <Step>
    Go to your team settings and find the member in the list.
  </Step>
  <Step>
    Click the actions menu (three dots) and select **Remove from team**.
  </Step>
  <Step>
    Confirm the removal.
  </Step>
</Steps>

Removing someone from a team doesn't remove them from the organisation. They can be re-added to the team later.

## Member Limits

Member limits depend on your plan. The Platform plan includes unlimited members but is limited to a single team. The Teams plan includes 5 organisation members, with additional members charged per seat.

| Plan           | Included Members | Teams  | Additional Members |
| -------------- | ---------------- | ------ | ------------------ |
| **Platform**   | Unlimited        | 1      | N/A                |
| **Teams**      | 5                | Custom | Per-seat pricing   |
| **Enterprise** | Custom           | Custom | Per agreement      |

When you invite new members on a seat-based plan, your billing automatically adjusts. Check your organisation's billing settings to see your current member count and limits.

## Document Visibility

Team documents have visibility settings that control which roles can access them:

| Visibility            | Who can see         |
| --------------------- | ------------------- |
| **Admin only**        | Only team admins    |
| **Manager and above** | Admins and managers |
| **Everyone**          | All team members    |

Admins can set default visibility for new documents in team settings.

---

## See Also

- [Single Sign-On](/docs/users/organisations/single-sign-on) - Configure SSO for your organisation
- [Create a Team](/docs/users/organisations/create-team) - Set up additional teams