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

# Members and roles

> Invite people, set their Access, group them into teams and give them Permissions.

This page is for Organisation Admins. **Members** shows who is in your Organisation, the teams they work in, and what each role may do. Open it from the Workspace group of the sidebar, or from **Settings > Members & teams**.

## Access levels

Every person has one of two Access levels.

| Access | What it means |
| - | - |
| **Admin** | Manages people and Organisation settings. |
| **Member** | Works with the Projects and Actions they can access. |

Only an Admin changes someone's Access, and nobody changes their own. Use the **Access** control on a person's row, or filter the list by Access with the buttons above it.

Access is only one of three separate checks. Your Organisation membership and role set what you can do. Access to a particular Project or record decides what you can open. Which products your Organisation holds decides which specialist products appear. A person who cannot see something may be missing any one of the three.

## Invite people

**1. Choose Invite member**

The button is at the top of Members, and in the Organisation menu at the top of the sidebar.

**2. Enter email addresses**

Separate several addresses with commas. Choose their **Access** and **Team**, and optionally Permissions if you may assign them. With more than one address you can choose **Set choices individually** to decide for each person.

**3. Send the invites**

Choose the **Send** button, which counts the invites. Each person receives an email. They create their account by accepting it. See [Sign in](https://docs.saphion.co.uk/sign-in.md).

To invite someone without sending an email, enter one address and choose **Copy invite link**.

Someone who has been invited but has not yet accepted appears in the list as **Invited**. From the menu on their row you can **Send the invitation again** or **Cancel invitation**. An invitation carries the Access it was sent with. To change it, cancel the invitation and invite again.

## Teams

The **Teams** tab lists the teams in your Organisation. A team groups the people who work together, with the Projects and Actions they own. Choose **New team** to make one. Teams also appear in the sidebar for the people in them.

## Permissions

Beyond Access, a **Permission** is a named set of powers over a group of people. Open the **Permissions** tab to see them.

When you create a Permission you give it a name and a description, then choose:

* **Powers**, such as invite people, deactivate people, see people's work or availability, manage team members, and view, add or edit Contacts and Companies.
* **Who this Permission covers**: Themselves, Their teams, Chosen teams or Everyone. A preview tells you how many people that reaches.
* **Holders**: the people or teams who have the Permission. Everyone in a team that holds it has it too.

A Permission gives powers over people. It does not open any Project or record by itself: what someone can do to a Project still follows its sharing.

Every Member already holds the **Members** Permission, which carries the powers Saphion gives all Members by default, such as changing Action due dates and viewing, adding and editing Contacts and Companies. Clear the tick beside a power there to take it away from Members, then give it back to chosen people or teams through another Permission.

The **Access** view on the same tab is a table of what each Access level and Permission allows.

## Deactivate a person

Deactivating someone is how you remove their access. Open the person's menu and choose **Deactivate**.

* They can no longer sign in to the Organisation and their seat is freed.
* They leave every team, and anything of theirs that runs on a schedule is paused.
* Their connected-system sign-ins are revoked.
* Their name stays on their work.

Saphion first asks who should receive what they hold, such as Projects they lead. The person you choose is told. An Admin cannot be deactivated.

Deactivated people are listed at the bottom of Members. Choose **Reactivate** to bring one back.


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