# Team members, roles and permissions

> Invite your advisors to watsi, give them a role and decide what each one can see and do, including whether they see only their own prospects or the whole workspace.

Source: https://docs.watsi.ai/en/team/members-and-roles

In watsi, everyone at your agency signs in with their own account and a **role** that defines what they can do. You invite your advisors by email from **Settings → Team**, and under **Roles** you decide each role's permissions and whether it sees all the workspace's data or only its own. There are three default roles — Owner, Admin and Member — and you can create custom roles.

## Open team settings

Open your workspace settings with the watsi logo at the top of the sidebar, with **Settings** in the top menu, or by typing "Settings" in the command menu (⌘K). That's where the **Team** and **Roles** tabs are.

## Invite a member

### Open Team
    In settings, go to the **Team** tab and click **Invite collaborator**.
### Enter the email and role
    Type the person's email and pick their **Role** (Member by default). Click **Send invitation**.
### The person accepts
    They get an email with the link. When they open it they see **You're invited!** and can create
    their account with a password or continue with Google or Apple.

Invitations show up under **Pending invitations** with their sent and expiry dates. An invitation **expires after 7 days**; you can **Revoke invitation** at any time. If the email couldn't be sent, watsi tells you and you can share the invitation link directly.

> **Note**
  By default only owners and admins can invite. If your workspace reached its seat limit, you'll see
  a message asking you to remove a member or ask support to raise the limit.

## Manage members

From the **Team** list you can:

- **Change the role** of a member.
- **Deactivate** a member: they stay on the team but can't access the workspace. Turn them back on with **Reactivate**.
- **Remove member**: they lose access to this workspace.

You can't deactivate your own account or the last admin.

## Default roles

| Role       | What it can do by default                                                                                    |
| ---------- | ------------------------------------------------------------------------------------------------------------ |
| **Owner**  | Everything. Always has every permission and can't be edited. The only one who can change or cancel the plan. |
| **Admin**  | Everything except deleting the workspace. Sees all data.                                                     |
| **Member** | Reply in conversations and teach the agent from a chat. Sees only their own data.                            |

## Custom roles and permissions

In the **Roles** tab ("Roles & permissions") you set what each role can do.

### Create the role
    Click **New role**. Enter the **Key** (lowercase letters, numbers, hyphens and underscores; it
    can't be changed later), the **Name** and a **Description**. Click **Create role**.
### Pick the data scope
    **All data** sees the whole workspace. **Own data** sees only the contacts and conversations
    assigned to that person or that they observe.
### Check the permissions
    Permissions are grouped: Team, Workspace, Channels & integrations, AI Agent, Conversations,
    Contacts, Calendar, Sales, Billing, Dashboard and more. For example: **View all conversations**,
    **Reassign conversations**, **Send campaigns**, **Import contacts** or **Manage billing**.

Custom roles carry the **Custom** label. If you delete a role, its members will need to be reassigned.

> **Tip**
  For a team of advisors where each one works their own prospects, use a role with **Own data** and
  keep **View all conversations** for whoever coordinates.

## Team schedules

Each advisor's availability (the days and hours they take appointments) is set under **Calendars**, in each member's availability. Those schedules are also used to assign prospects based on who's available.

## Related

- [Notifications](/team/notifications)
    Decide how alerts reach your team.
- [Command menu](/team/command-menu)
    Work faster with ⌘K.

## FAQ

### Can each advisor see only their own prospects?

Yes. Every role has a data scope, "All data" or "Own data". With "Own data", the advisor only sees the contacts and conversations assigned to them or that they observe.

### How long does an invitation last?

An invitation expires after 7 days. If it expires, revoke it and send a new one from the Team tab.