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

# Add members to your project and organization

> Add members to your project to collaborate with your team.

<Info>
  This page describes the standard permission system used by organizations that have not yet migrated to RBAC. If your organization has RBAC enabled, see [Role-based access controls (RBAC)](/enterprise/rbac) for the current permission model and the [transition guide](/enterprise/rbac#transitioning-to-rbac) for what changes during migration.
</Info>

## Add members to your project

<div style={{ width:"100%",position:"relative",paddingTop:"56.25%"}}>
  <iframe src="https://app.supademo.com/embed/cm79y3ykd0ofr11onwku5zrg0" frameBorder="0" title="Invite a user to a project in Relevance AI" allow="clipboard-write; fullscreen" webkitAllowFullscreen="true" mozAllowFullscreen="true" allowFullscreen style={{ position:"absolute",top:0,left:0,width:"100%",height:"100%",border:"3px solid #5E43CE",borderRadius:"10px" }} />
</div>

1. Click on `Settings` in the left-side pane of the dashboard.
2. In **Projects**, select the project you want to add members to (or create a new one for your team). If the project is collapsed, click the expand button to expand it.
3. Click on `+ Invite user` and enter the email of the member you want to add to your organization.
4. Send invite!

### User roles

Members in your organization can be assigned the following roles: Admin, Editor, Chat, and Viewer. These roles determine what they can do inside of the platform, and what they can do when using the API.

<AccordionGroup>
  <Accordion title="Admin" icon="user-tie-hair-long" iconType="duotone">
    Has all read and write permissions.
  </Accordion>

  <Accordion title="Editor" icon="typewriter" iconType="duotone">
    **Has read permissions for:**

    * All datasets
    * All knowledge sets
    * All agents
    * Users

    **Has write permissions for:**

    * All datasets
    * All knowledge sets
    * All agents

    **Other permissions:**

    * Can run agents and tools.
  </Accordion>

  <Accordion title="Chat" icon="message" iconType="duotone">
    Access [Relevance Chat](/get-started/chat/introduction) only — cannot access the web app. Requires asset-level permissions to run specific agents.
  </Accordion>

  <Accordion title="Viewer" icon="book-open-reader" iconType="duotone">
    View agents, tools, and knowledge outputs only. Cannot run agents, create assets, or edit anything.
  </Accordion>
</AccordionGroup>

<Tip>
  Assign more than one admin whenever your plan allows it, so access isn't lost if an admin leaves the company or needs to hand over control unexpectedly. Free organizations are limited to a single user, who is always the admin of their organization. On Pro, you can only add two users to your organization, yourself and another. If you're the admin of your organization and there's a chance you will leave your team and need to hand over access to your fellow user, you should promote them to admin of your organization as well. On Team and Enterprise plans, keep two or more admins.
</Tip>

<Info>
  For comprehensive permission details including enterprise RBAC controls, see [Role-based access controls](/enterprise/rbac).
</Info>

### Cancel pending invitations

If you've sent an invitation that hasn't been accepted yet, you can cancel it before the recipient responds. Only the person who created the invitation or a project admin can cancel pending invitations.

1. Click on `Settings` in the left-side pane of the dashboard.
2. In **Projects**, select the project with the pending invitation.
3. Find the pending invitation in the members list.
4. Click the cancel option for that invitation.

<Note>
  Once an invitation has been accepted, you'll need to [remove the member](/admin/project-management/remove-members) instead of canceling the invitation.
</Note>

## Add members to your Organization

<Warning>Your region choice is permanent and cannot be changed after your organization is created. If you need to change regions, [contact support](/get-started/support) to discuss your options. Learn more about [organization regions](/admin/project-management/ids#organization-region).</Warning>

Once you've added someone to one of the projects in your organization, this will add them to the organization itself.

<Note>You cannot add someone to your Organization without adding them to one of your projects.</Note>

Once you've added someone to your organization, you can promote them to an admin of your Organization by going into Settings, clicking 'Organization' in the left-side panel, and then changing their organization role.

## Accepting a project invitation

When you're invited to a project, you'll receive an email with an invitation link. Here's how the acceptance process works:

### From an email invitation

1. **Click the invitation link** in your email. The link will look like: `https://app.relevanceai.com/invite/accept/{region}/{project}/{inviteCode}`

2. **Authenticate** if you're not already logged in. You'll see a loading screen that says "Processing your project invite..."

3. **Automatic acceptance** based on your account status:
   * **New user:** You'll be redirected to complete the onboarding process. Once you finish signing up, the invitation will be automatically accepted and you'll have access to the project.
   * **Already in the project:** You'll be redirected directly to the project dashboard. No further action is needed.
   * **Existing user, not in the project:** The system will automatically process your invitation and grant you access to the project.

<Tip>
  Can't see the agents after being added to a project? You might need to [switch to the correct project](/admin/project-management/switch-projects).
</Tip>

### Already in the same organization

If you're already a member of the same organization as the project, you may be automatically added to the project without receiving an email invitation. In this case, you can access the project immediately by [switching to the project](/admin/project-management/switch-projects).

<Note>
  When you accept a project invitation, you're also automatically added to the organization that owns the project.
</Note>
