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

# Adding Team Members

> This page contains information about adding and managing team members in TelaviOneChatAI.

## What is the Members Section?

The **Members** section enables you to view, manage, and control all team members who have access to your TelaviOneChatAI workspace. From here, you can assign roles, control access levels, and define what leads and data each member can view or manage.

**Navigation:** More → User & Teams → Members

***

## Benefits of Members

* Centralized access control from a single panel.
* Role-based permissions for structured feature access.
* Operational visibility over leads and conversations.
* Controlled lead assignment and distribution.
* Improved security with active/inactive status management.

***

## Understanding the Members Table

Inside the **Members** tab, you will see the following columns:

| Column           | Description                                     |
| ---------------- | ----------------------------------------------- |
| **Select Box**   | Select one, multiple, or all members            |
| **Name**         | Name of the team member                         |
| **Email**        | Registered email address                        |
| **Phone Number** | Saved contact number                            |
| **Status**       | Active (can access) or Inactive (cannot access) |
| **Role**         | Assigned role                                   |
| **Action**       | Edit details or remove the member               |

***

## How to Add a Team Member

1. Go to **More → User & Teams → Members**.
2. Click **"Add Team Member"**.
3. Enter the member's **name**, **email**, and **phone number**.
4. Choose a **Role** for the team member.
5. Set **Lead Visibility** — whether they can view all leads or only assigned ones.
6. Configure **Lead Assignment Permissions** as required.
7. Create a **password** and set a **profile icon**.
8. Click **"Add Team Member"** to finalize.

***

## Edit a Team Member

1. Go to the **Members** tab.
2. Locate the member in the list.
3. Click the **Edit** icon under the **Action** column.
4. Update the required fields.
5. Click **"Update User"** to save changes.

***

## Remove a Team Member

1. Go to the **Members** tab.
2. Locate the member you want to remove.
3. Click the **Delete** icon under the **Action** column.
4. Confirm the removal.

<Warning>
  Removing a member immediately revokes their access to the workspace. Ensure their leads are reassigned beforehand.
</Warning>

***

## Manage Member Status (Active / Inactive)

1. Go to the **Members** tab.
2. Locate the member.
3. Toggle the **Status** between Active and Inactive.

<Note>
  Inactive members cannot log in to the platform, but their data remains preserved.
</Note>

***

## FAQs

<AccordionGroup>
  <Accordion title="Can I restrict a member to view only assigned leads?">
    Yes, under **Lead Visibility**, select **"Assigned Leads Only"**.
  </Accordion>

  <Accordion title="What happens when I deactivate a member?">
    They will no longer be able to log in until reactivated. Their data remains intact.
  </Accordion>

  <Accordion title="Can I delete a member permanently?">
    Yes, use the **Remove Member** action. Ensure their leads are reassigned before removal.
  </Accordion>

  <Accordion title="Are members notified when they are added?">
    If email notifications are enabled, an invite will be sent to the member.
  </Accordion>
</AccordionGroup>

***

<Tip>
  If you still have questions, write to us at [mailto:support@telavi.com.ph](mailto:mailto:support@telavi.com.ph). We will respond within 48 business hours.
</Tip>