# Invite team members

### Prerequisite

* You must be a Project **Owner** or **Editor** to invite members.
* Editors can only invite Members, Viewers, or Chat Users — not other Owners or Editors. See [Member roles and access](/documentation/projects/manage-project-members/member-roles-and-access.md).

### Step 1 — Open Project Management

Go to **Settings → Project Management**.

> **\[Screenshot needed]** Settings page with the Project Management tab selected, showing the member list and invite form.

### Step 2 — Invite a new member

1. Enter the email of the person you want to invite.
2. Pick a **role** from the dropdown:
   * **Owner** — full access including billing
   * **Editor** — full content access except billing
   * **Member** — read + chat
   * **Viewer** — read-only
   * **Chat User** — chat-only
3. Click **Invite**.

See [Member roles and access](/documentation/projects/manage-project-members/member-roles-and-access.md) for what each role can do.

> **\[Screenshot needed]** Invite form with an email entered and "Editor" selected in the role dropdown.

### Step 3 — Your invitee receives an email

The new member receives an email titled "You've been invited to \[project name]." If they're not yet a SMAQ user, the email walks them through signup. If they already have an account, the link adds them directly.

The invitation expires after **7 days**. You can resend or revoke from the **Project Invitation** section anytime.

{% hint style="info" %}
If the email doesn't arrive, ask them to check spam. SMAQ sends from `invitations@smaq.io`.
{% endhint %}

> **\[Screenshot needed]** Project Invitation section showing two pending invitations with Resend / Revoke buttons.

### Changing roles

To change a member's role:

1. **Settings → Project Management**.
2. Click the member in the list.
3. Pick a new role and save.

The change takes effect immediately on their next page load.

### Removing a member

1. **Settings → Project Management**.
2. Click the member.
3. **Remove from project**.

Removed members lose access to this project immediately. Their org-level membership (if any) is untouched.

### Inviting external clients

For client read-only access:

1. Invite as **Viewer** — they can see dashboards but not change anything.
2. Or invite as **Chat User** if they should be able to ask the AI questions but not view dashboards directly.

Alternative for one-off sharing: use a [public dashboard link](/documentation/features/dashboard/public-share-and-chat.md) — no SMAQ account required.

### Bulk inviting

For org-level bulk invites, use the [Organization → Members](/documentation/organization/members.md) flow first, then invite each new org member to specific projects.

### Tips

* **Invite at the right level.** Don't make everyone an Editor "just in case." Tighter roles produce cleaner audit trails and fewer accidents.
* **Use Chat User for stakeholders who'll only ask questions.** Cheaper credit pool, less surface area.
* **Revoke pending invites of people who left.** Don't let invitations linger past relevance.

### Related

* [Member roles and access](/documentation/projects/manage-project-members/member-roles-and-access.md) — full permission breakdown.
* [Organization → Members & invitations](/documentation/organization/members.md) — org-level invites.


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