# 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="<https://youtu.be/MvhQtDrChvc>" %}

* From the Sidebar Menu, go to the `My Team` section.
* Select `Invites`

<figure><img src="https://1111746725-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3YdYFOUPi8bWAiBfJgPb%2Fuploads%2FueeoVQIekv64hy7LaI5a%2FScreenshot%202024-11-14%20at%2012.33.06.png?alt=media&#x26;token=aa3aed92-0f4e-4867-9da3-263621e3e92f" alt=""><figcaption></figcaption></figure>

* Click Create Invite to send an invitation email to the new user:

<figure><img src="https://1111746725-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3YdYFOUPi8bWAiBfJgPb%2Fuploads%2F4F8dHayWXtcGeIWVcD21%2FScreenshot%202024-11-14%20at%2012.34.28.png?alt=media&#x26;token=49dee7fa-61af-47a8-856c-3564deaff035" alt=""><figcaption></figcaption></figure>

* Enter the user’s email, choose the role to be assigned and press the `Send` button:

<figure><img src="https://1111746725-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3YdYFOUPi8bWAiBfJgPb%2Fuploads%2Fg59vqnmOaTruFm4DxWzT%2FScreenshot%202024-06-03%20at%2009.53.35.png?alt=media&#x26;token=81e8d6cd-f12a-438d-97a1-003354d53a23" alt=""><figcaption></figcaption></figure>

* 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:

<figure><img src="https://1111746725-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3YdYFOUPi8bWAiBfJgPb%2Fuploads%2FX3ZuDXBeNzLI3kq23QN7%2FScreenshot%202024-11-14%20at%2012.35.50.png?alt=media&#x26;token=7ad80930-f169-441c-b59b-74e54fa84565" alt=""><figcaption></figcaption></figure>

* Select the user whose role you want to update.
* In the user's profile, find the "Role" dropdown menu.

<figure><img src="https://1111746725-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3YdYFOUPi8bWAiBfJgPb%2Fuploads%2FBunBBuWBTlYZSzxKYW0Z%2FScreenshot%202024-06-03%20at%2010.01.28.png?alt=media&#x26;token=9b2cef5c-3460-45de-9465-bee144543f72" alt="" width="375"><figcaption></figcaption></figure>

* 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.
