> For the complete documentation index, see [llms.txt](https://docs.elkyc.com/home/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.elkyc.com/home/get-started/work-with-the-team/send-invites-and-assign-roles.md). # Send Invites and Assign Roles Assigning roles to users is a straightforward process that ensures each team member has the appropriate permissions for their responsibilities. ### New Users Administrators can easily invite new users by email and assign them roles during the invitation process, as well as manage roles for existing users: {% embed url="" %} * From the Sidebar Menu, go to the `My Team` section. * Select `Invites`
* Click Create Invite to send an invitation email to the new user:
* Enter the user’s email, choose the role to be assigned and press the `Send` button:
* The invited user will receive an email with a link to accept the invitation and set up their account. * Once they accept the invitation, they will be added to the platform with the assigned role. *** ### Managing Existing Users Managing existing users is essential for ensuring that each team member continues to have the correct permissions as their roles and responsibilities evolve. Administrators can easily update user roles and permissions through the My Team section, maintaining the security and efficiency of the platform. * From the Sidebar Menu, go to the `Users` section:
* Select the user whose role you want to update. * In the user's profile, find the "Role" dropdown menu.
* Select the appropriate role from the dropdown list. * Click `Save` to update the user's role. Managing existing users ensures that your team members have the right access to perform their tasks effectively while maintaining the security and integrity of your platform. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.elkyc.com/home/get-started/work-with-the-team/send-invites-and-assign-roles.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.