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

# Manage your team and member permissions

> Invite team members to your Daylit workspace, assign them as customer owners, and manage invitations and access from the Team settings page.

The Team settings page gives you a full view of who has access to your Daylit workspace and lets you invite new members. You can also see pending invitations, resend or revoke them, and manage a directory of internal contacts at your company. Go to **Settings → Team** to get started.

## View current team members

The **Members** tab shows everyone who currently has access to your Daylit workspace. For each member you can see their name, email address, role, status (active or inactive), and the date they joined.

If your account is associated with multiple companies, you select the active company when you log in. Each company has its own member list.

## Invite a new team member

<Steps>
  <Step title="Open the invite dialog">
    Go to **Settings → Team** and click **Invite Member** in the top-right corner of the page.
  </Step>

  <Step title="Select a role">
    Choose the role you want to grant the new member. The role determines what they can see and do in Daylit.
  </Step>

  <Step title="Enter their email address">
    Type the email address of the person you want to invite, then click **Send invite**.
  </Step>

  <Step title="Invitation is sent">
    Daylit sends an invitation email to that address. The invitation appears in the **Invitations** tab with a **Pending** status until they accept.
  </Step>
</Steps>

<Note>
  If an invitation for the same email address already exists, Daylit refreshes it and resends rather than creating a duplicate.
</Note>

## Manage pending invitations

Switch to the **Invitations** tab to see all pending and expired invitations. Each row shows the email address, status, role, sent date, and expiry date.

**To resend an invitation:** Click **Resend** next to any invitation with a **Pending** or **Expired** status. Daylit extends the expiry and delivers a new invitation email.

**To revoke an invitation:** Click **Revoke** next to any **Pending** invitation. This cancels the invitation immediately. The person will not be able to use any previously delivered invitation link.

<Tip>
  If a teammate says they didn't receive an invitation email, use the **Resend** button rather than creating a new invitation.
</Tip>

## Assign customer owners

**Jobin (AR manager)** assigns **AR Owner** on accounts that need hands-on outreach — for example Mesa Valley Construction and Redwood Chemical Supply. Ownership routes **Inbox** escalations and **Next Step** drafts to the right person on his team.

You can assign any team member as the owner of a customer account. Customer ownership helps route collection tasks and communications to the right person.

To assign an owner from the Customers table:

1. Go to **Customers** in the left sidebar.
2. Find the customer you want to assign — for example Mesa Valley Construction — and open their detail page.
3. In the customer details panel, select the team member from the **AR Owner** field.

You can also set the owner directly from the Customers table using the owner column.

## View your own profile

Your own membership entry appears in the Members tab. It shows your name, email, role, and join date — the same information visible to other members of your workspace.

## Team directory

Below the app access section, the **Team Directory** lists all internal contacts at your company. This includes:

* Team members who have Daylit app access (synced automatically when they connect their email)
* Contacts you add manually by clicking **Add Contact**

You can edit or delete manually-added contacts. Contacts synced from a connected email account can only be hidden, not edited or deleted, since they are managed by the email sync.

<Info>
  The Team Directory is for your internal team — these are not customer contacts. Customer contacts are managed from the Customers section.
</Info>

## Multi-company accounts

If your login is associated with more than one company, you choose which company you're working in at the time of login. Team members, integrations, labels, and data are scoped to the selected company.