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

# Invite teammates to your workspace

> Send invites, assign initial roles, and manage pending invitations.

Teammates are created from the **User Management** screen, where you can see every user, their role, business access, 2FA status, and seat usage.

Open it from **Admin → User Management** in the sidebar.

## User Management dashboard

The header surfaces five stat cards so you can audit access at a glance:

| Card           | What it shows                                         |
| -------------- | ----------------------------------------------------- |
| Total Users    | Everyone provisioned in the workspace, active or not. |
| Active Users   | Users who can sign in today.                          |
| Inactive Users | Suspended or disabled accounts.                       |
| Super Admins   | Users with full agency control (Agency Owner role).   |
| Admins         | Users with Agency Admin role.                         |

A **Team seats** banner shows usage against your plan (for example, *20 of 30 seats in use, includes 1 pending invitation, 10 seats remaining*).

### Filter and search

* **Search users by username or email**
* **Filter by Role**
* **Filter by Business**
* **Clear** to reset, **Refresh** to reload

The user table lists each user with: avatar/email, **Roles**, **Business Access** (specific businesses or *Access to All Businesses*), **2FA Status**, **Force 2FA** toggle, **Status** (Active/Inactive), and a per-row **Actions** menu.

## Create a new user

Select **+ Create User** in the top right to launch the three-step wizard.

<Steps>
  <Step title="Basic Info">
    Enter the user's email (for example, [*stackdev59@gmail.com*](mailto:stackdev59@gmail.com)). The user will create their password when they accept the invitation. Toggle **Active User** on so they can sign in immediately when they accept.
  </Step>

  <Step title="Roles & Permissions">
    Pick **one role** for the user. Available roles are shown with a **System** badge (built-in) or no badge (custom):

    * **Agency Admin** *(System)*
    * **Agency Owner** *(System)*
    * **Team Member** *(System)*
    * **Media Buyer**
    * **Strategist**
    * **Tech**

    Only one role per user. The `saas_super_admin` role isn't assignable here — it's reserved for platform owners.
  </Step>

  <Step title="Business Access">
    Decide which businesses this user can see.

    * **Access to All Businesses** — Toggle on (recommended for admins). The user automatically gets access to any new businesses you add later.
    * **Specific businesses** — Leave the toggle off and use the dual-list picker to move businesses from **Available Businesses** to **Selected Businesses**. Use the search box to filter long lists.

    Select **Invite User** to send the invitation email.
  </Step>
</Steps>

<Tip>
  Use **Specific businesses** for client-facing roles like **Media Buyer** and **Strategist** so they only see the accounts they manage. Reserve **Access to All Businesses** for admins and owners.
</Tip>

## Force 2FA

Each row has a **Force 2FA** toggle. Turning it on requires that user to enrol in two-factor authentication on their next sign-in. Combine this with the **2FA Status** column to spot anyone who hasn't enrolled yet.

## Row actions

The three-dot **Actions** menu on each row lets you:

* Edit basic info, role, or business access
* Resend an invitation
* Deactivate or reactivate a user
* Reset 2FA (forces re-enrolment)
* Remove the user from the workspace

## Seat management

If you've hit your seat cap, the **+ Create User** button is disabled until you either deactivate someone or upgrade your plan from [Billing → Compare plans](/getting-started/billing/compare-plans).

<Warning>
  Deactivating a user immediately revokes access and frees a seat, but their assignments and history are preserved. Removing a user is permanent.
</Warning>

## Next steps

<CardGroup cols={2}>
  <Card title="Roles & permissions" icon="shield" href="/getting-started/workspace/roles-permissions">
    Learn what each role can do and how to build custom roles.
  </Card>

  <Card title="Add a business" icon="plus" href="/getting-started/add-business">
    Add a new client business before assigning users to it.
  </Card>
</CardGroup>