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

# Team Members: Manage User Roles and Dashboard Access

> Invite team members, assign roles, and control who can view and manage your Zela dashboard, agent settings, bookings, and account details.

Zela lets you invite the people who run your business — office staff, managers, or business partners — to access your dashboard with the right level of permissions for their role. Rather than sharing a single login, each team member gets their own account so you always know who made changes, and you stay in control of what each person can see and do.

## User Roles

Zela has three roles, each designed for a different level of responsibility within your business.

<CardGroup cols={1}>
  <Card title="Owner" icon="crown" href="/billing/plans">
    Full access to every part of Zela — including all business settings, agent configuration, call logs, bookings, team management, and billing. There is one Owner per account. Ownership can be transferred but not duplicated.
  </Card>

  <Card title="Manager" icon="user-tie" href="/agent/configuration">
    Can view and manage bookings, call logs, agent settings, and the business profile. Managers can also edit services and team member details. They **cannot** access billing information, change subscription plans, or invite new team members. Suitable for office managers or senior staff.
  </Card>

  <Card title="Viewer" icon="eye" href="/dashboard/call-logs">
    Read-only access to bookings and call logs. Viewers cannot make any changes to settings, services, or agent configuration. Suitable for staff who need visibility of the schedule without being able to modify anything.
  </Card>
</CardGroup>

<Info>
  Only the account Owner can manage billing and change subscription plans. If you need to update payment details or upgrade your plan, you must be logged in as the Owner.
</Info>

## Inviting a Team Member

<Steps>
  <Step title="Open the Team Page">
    In your Zela dashboard, go to **Business** in the left-hand sidebar, then select **Team**.
  </Step>

  <Step title="Start an Invitation">
    Click **Invite Member** in the top-right corner of the Team page.
  </Step>

  <Step title="Enter Their Email Address">
    Type the email address of the person you'd like to invite. Make sure it's the address they'll use to log in to Zela.
  </Step>

  <Step title="Select Their Role">
    Use the **Role** dropdown to assign them as a Manager or Viewer. You cannot invite someone as an Owner — ownership must be transferred separately.
  </Step>

  <Step title="Send the Invite">
    Click **Send Invite**. Zela will immediately email the invitation to the address you entered.
  </Step>

  <Step title="They Create Their Account">
    Your team member will receive an email with a link to create their Zela account and set a password. Once they complete sign-up, they'll have access to your dashboard with the role you assigned. The invitation link expires after 72 hours — if it lapses, simply send a new one.
  </Step>
</Steps>

## Changing a Member's Role

If a team member's responsibilities change, you can update their role at any time without removing and re-inviting them.

<Steps>
  <Step title="Go to Business > Team">
    Navigate to the **Team** page from the left-hand sidebar.
  </Step>

  <Step title="Open the Member's Settings">
    Find the team member in the list and click the **⋯ menu** to the right of their name, then select **Edit Role**.
  </Step>

  <Step title="Select the New Role">
    Choose the updated role from the dropdown — Manager or Viewer.
  </Step>

  <Step title="Save the Change">
    Click **Save**. The change takes effect immediately — the next time they load the dashboard, they'll see the updated permissions.
  </Step>
</Steps>

## Removing a Team Member

If someone leaves your business or no longer needs access, you can revoke their access from the Team page.

<Steps>
  <Step title="Go to Business > Team">
    Navigate to the **Team** page from the left-hand sidebar.
  </Step>

  <Step title="Find the Team Member">
    Locate the person you want to remove in the team list.
  </Step>

  <Step title="Remove Their Access">
    Click the **⋯ menu** to the right of their name and select **Remove Member**. Confirm the action when prompted.
  </Step>
</Steps>

<Warning>
  Removing a team member immediately revokes their access to the dashboard. This action cannot be undone — they will need a new invitation to regain access. Any bookings or changes they made previously are not affected.
</Warning>


## Related topics

- [Bookings: View and Manage Your Appointments in Zela](/dashboard/bookings.md)
- [Troubleshooting Your Zela Account: Common Fixes and Steps](/help/troubleshooting.md)
- [Onboarding Checklist to Launch Your Zela Receptionist](/getting-started/onboarding.md)
- [Creating Your Zela Account: Sign-Up and Setup Guide](/getting-started/account-setup.md)
- [Zela Dashboard Overview: Your Business at a Glance](/dashboard/overview.md)