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

# Team Management

> Invite team members, assign roles, and manage access to your Vigilos organization.

## Roles and Permissions

Vigilos uses a four-tier role system to control what members can do within an organization. Each role inherits the permissions of the roles below it.

| Permission                     | Viewer | Member | Admin | Owner |
| ------------------------------ | ------ | ------ | ----- | ----- |
| View dashboards and insights   | Yes    | Yes    | Yes   | Yes   |
| Create dashboards and insights | No     | Yes    | Yes   | Yes   |
| Manage connections             | No     | No     | Yes   | Yes   |
| Manage semantic models         | No     | No     | Yes   | Yes   |
| Manage team members            | No     | No     | Yes   | Yes   |
| Manage integrations            | No     | No     | Yes   | Yes   |
| Manage automations             | No     | No     | Yes   | Yes   |
| Manage organization settings   | No     | No     | No    | Yes   |
| Delete organization            | No     | No     | No    | Yes   |

<Info>
  Every organization must have at least one **owner**. You cannot demote the last remaining owner or remove them from the organization.
</Info>

## Inviting Members

<Steps>
  <Step title="Open Team Settings">
    Navigate to **Settings > Team** in the sidebar. Click **Invite Member**.
  </Step>

  <Step title="Enter invitation details">
    Provide the following:

    * **Email address** - the email of the person you want to invite
    * **Role** - select the role to assign (viewer, member, admin, or owner)
  </Step>

  <Step title="Send the invitation">
    Click **Send Invitation**. A unique invitation link is generated and sent to the provided email address.
  </Step>

  <Step title="Wait for acceptance">
    The invited person receives an email with a link to accept the invitation. They can create a Vigilos account (if they do not have one) and join your organization with the assigned role.
  </Step>
</Steps>

## Managing Members

### Changing Roles

Admins and owners can change the role of any member in the organization:

1. Navigate to **Settings > Team**
2. Find the member in the team list
3. Select a new role from the dropdown

<Note>
  You cannot change your own role. If you need to step down as owner, assign another member as owner first, then have them change your role.
</Note>

### Removing Members

To remove a member from the organization:

1. Navigate to **Settings > Team**
2. Find the member you want to remove
3. Click the remove action and confirm

Removed members immediately lose access to all organization resources. Their personal account and any personal organization remain unaffected.

## Best Practices

<AccordionGroup>
  <Accordion title="Use the principle of least privilege">
    Assign the most restrictive role that allows a team member to do their job. Start with **Viewer** for stakeholders who only need to see dashboards, and use **Member** for analysts who need to create content.
  </Accordion>

  <Accordion title="Limit the number of owners">
    Keep the **Owner** role to a small number of trusted administrators. Owners have full control over the organization, including the ability to delete it.
  </Accordion>

  <Accordion title="Use Admin for data team leads">
    The **Admin** role is designed for data team leads who need to manage connections, semantic models, and team membership, but should not have full organizational control.
  </Accordion>
</AccordionGroup>