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

# Team Management

> Collaborate with your team using organizations and role-based permissions

## Overview

Team Management lets you collaborate with others on your AI phone system. Create an organization, invite team members, and assign roles to control who can do what. Perfect for agencies managing multiple clients, businesses with support teams, or anyone who needs multiple people accessing the dashboard.

<Frame caption="The Team page — invite members and manage roles">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/snapsonic/images/team-management-demo.png" alt="Team management" />
</Frame>

## Organizations

### What is an Organization?

An organization is a shared workspace where multiple users can collaborate:

* Share agents across the team
* Share phone numbers
* View shared inbox
* Access shared contacts
* Collaborate on knowledge base

### Creating an Organization

<Steps>
  <Step title="Go to Settings">
    Navigate to **Settings** from the main menu.
  </Step>

  <Step title="Find Team Section">
    Scroll to the **Team** section.
  </Step>

  <Step title="Create Organization">
    Click **Create Organization**.
  </Step>

  <Step title="Enter Details">
    * **Name**: Your organization name (e.g., "Acme Corp")
    * **Description** (optional): What this organization is for
  </Step>

  <Step title="Confirm">
    Click **Create**. You're now the Owner.
  </Step>
</Steps>

### Organization Settings

As an Owner or Admin, you can configure:

| Setting           | Description                            |
| ----------------- | -------------------------------------- |
| **Name**          | Organization display name              |
| **Description**   | Internal notes about the org           |
| **Logo**          | Custom logo for branding               |
| **Default Agent** | Which agent handles unassigned numbers |

## Team Roles

### Role Hierarchy

Magpipe uses three roles with different permission levels:

| Role        | Description                                                                            |
| ----------- | -------------------------------------------------------------------------------------- |
| **Owner**   | Full control. Can delete org, manage billing, manage team.                             |
| **Editor**  | Full access to resources. Can create, edit, and manage agents, numbers, and knowledge. |
| **Support** | View and edit access. Can view resources and respond to messages but cannot delete.    |

### Permission Matrix

| Permission            | Owner | Editor | Support |
| --------------------- | :---: | :----: | :-----: |
| View agents           |   ✓   |    ✓   |    ✓    |
| Create/edit agents    |   ✓   |    ✓   |    ✗    |
| Delete agents         |   ✓   |    ✓   |    ✗    |
| View inbox            |   ✓   |    ✓   |    ✓    |
| Reply to messages     |   ✓   |    ✓   |    ✓    |
| View phone numbers    |   ✓   |    ✓   |    ✓    |
| Provision numbers     |   ✓   |    ✓   |    ✗    |
| Release numbers       |   ✓   |    ✓   |    ✗    |
| Manage knowledge base |   ✓   |    ✓   |    ✗    |
| View contacts         |   ✓   |    ✓   |    ✓    |
| Edit contacts         |   ✓   |    ✓   |    ✓    |
| View apps             |   ✓   |    ✓   |    ✓    |
| Configure apps        |   ✓   |    ✓   |    ✗    |
| Invite team members   |   ✓   |    ✗   |    ✗    |
| Remove team members   |   ✓   |    ✗   |    ✗    |
| Change member roles   |   ✓   |    ✗   |    ✗    |
| Manage billing        |   ✓   |    ✗   |    ✗    |
| Delete organization   |   ✓   |    ✗   |    ✗    |
| Transfer ownership    |   ✓   |    ✗   |    ✗    |

## Inviting Team Members

### Sending Invitations

<Steps>
  <Step title="Go to Team Settings">
    Navigate to **Settings** → **Team**.
  </Step>

  <Step title="Click Invite">
    Click **Invite Team Member**.
  </Step>

  <Step title="Enter Email">
    Enter the person's email address.
  </Step>

  <Step title="Select Role">
    Choose **Editor** or **Support**.
  </Step>

  <Step title="Send Invitation">
    Click **Send Invite**.
  </Step>
</Steps>

### Invitation Process

1. **Email sent**: Recipient gets an email with invitation link
2. **Link clicked**: They're directed to sign up or log in
3. **Auto-joined**: They're automatically added to your organization
4. **Access granted**: They can immediately access shared resources

### Invitation Expiry

* Invitations expire after **60 days**
* Expired invitations can be resent from the team list
* Pending invitations show in the team list with expiry status
* Invitations can be cancelled by the Owner

### Resending Invitations

If someone didn't receive or lost their invitation:

1. Go to **Settings** → **Team**
2. Find the pending invitation
3. Click **Resend**

## Managing Team Members

### Viewing the Team

Go to **Settings** → **Team** to see:

* All organization members
* Their roles
* Join date
* Last active

### Changing Roles

To change someone's role:

1. Find them in the team list
2. Click their current role
3. Select the new role
4. Confirm the change

<Note>
  Only Owners can change team member roles.
</Note>

### Removing Members

To remove someone from the organization:

1. Find them in the team list
2. Click **Remove**
3. Confirm removal

**What happens when removed:**

* Immediate loss of access
* Their personal account remains
* Data they created stays in the org
* They can be re-invited later

## Ownership

### Transferring Ownership

As an Owner, you can transfer ownership to another member:

1. Go to **Settings** → **Team**
2. Find the member
3. Click **Transfer Ownership**
4. Confirm the transfer

**After transfer:**

* You become an Editor
* They become the new Owner
* All Owner permissions transfer

<Warning>
  Ownership transfer is immediate and cannot be undone except by the new Owner.
</Warning>

### Leaving an Organization

**As an Editor or Support member:**

1. Go to **Settings** → **Team**
2. Click **Leave Organization**
3. Confirm

**As an Owner:**
You must transfer ownership before leaving. The organization cannot exist without an Owner.

## Agency & Reseller Use Cases

### Managing Multiple Clients

For agencies managing multiple businesses:

**Option 1: Separate Organizations**

* Create one organization per client
* Invite client as Member (view only) or Admin
* You maintain Owner access for management

**Option 2: Single Organization**

* One organization with multiple agents
* Each agent represents a client's business
* Team members see all agents

### Client Access Levels

Recommended role assignments:

| Client Type         | Recommended Role                  |
| ------------------- | --------------------------------- |
| Hands-off client    | No access (you manage everything) |
| View-only client    | Support                           |
| Self-service client | Editor                            |
| Full control client | Owner (you become Editor)         |

### White Label + Teams

Combine with [White Labeling](/features/white-labeling) for a complete agency setup:

* Custom branding on their login
* Your logo and colors
* Client sees their own dashboard
* No "Magpipe" branding

## Best Practices

### Security

1. **Use least privilege**: Give members only the access they need
2. **Regular audits**: Review team members quarterly
3. **Remove promptly**: Remove access when someone leaves
4. **Protect Owner account**: Use strong password and 2FA

### Organization Structure

1. **One org per business**: Don't mix unrelated businesses
2. **Clear naming**: Use descriptive organization names
3. **Document roles**: Keep internal notes on who does what
4. **Single Owner**: Have one clear Owner for accountability

### Onboarding New Members

1. **Send invitation** with context about the role
2. **Provide documentation** on how to use the system
3. **Start with limited access** (Member role)
4. **Upgrade as needed** based on responsibilities

## Troubleshooting

### Invitation Not Received

1. Check spam/junk folder
2. Verify email address is correct
3. Resend the invitation
4. Try a different email address

### Cannot Access Resources

If a team member cannot access expected resources:

1. Verify they accepted the invitation
2. Check their assigned role
3. Confirm they're in the correct organization
4. Check if the resource exists (agent, number, etc.)

### Multiple Organizations

Users can belong to multiple organizations:

* Switch between orgs in the account menu
* Each org has separate resources
* Roles are independent per organization

<CardGroup cols={2}>
  <Card title="White Labeling" icon="palette" href="/features/white-labeling">
    Custom branding for agencies
  </Card>

  <Card title="Settings" icon="gear" href="/features/settings">
    Account and organization settings
  </Card>
</CardGroup>