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

# Team Management

> Manage roles, permissions, invitations, and reporting hierarchy for your team.

Visibility.so supports multi-user teams with role-based access control, reporting hierarchies, and project-level permissions.

## Roles

Every team member is assigned a role that determines their access level:

| Role     | Access Level                                                  |
| -------- | ------------------------------------------------------------- |
| Admin    | Full access to all settings, billing, agents, and projects    |
| Manager  | Access to most features; can manage team members and projects |
| Employee | Limited access; can work on assigned projects and tasks only  |

<Note>The account owner is always an Admin and cannot be downgraded.</Note>

## Inviting Members

<Steps>
  <Step title="Go to Team Settings">
    Open your company dashboard and navigate to the **Team** section.
  </Step>

  <Step title="Send an Invitation">
    Enter the team member's email address and select their role (Admin, Manager, or Employee).
  </Step>

  <Step title="Invitation Sent">
    The invitee receives an email with a link to join your company. The invitation expires after **7 days**.
  </Step>

  <Step title="Member Joins">
    Once the invitee accepts, they appear in your team roster and can be assigned to projects.
  </Step>
</Steps>

<Tip>You can resend or revoke pending invitations from the Team settings page.</Tip>

## Reporting Hierarchy

Every team member (human or agent) can have a reporting manager:

* **Humans** can report to other humans.
* **Agents** can report to humans or other agents.
* The hierarchy is used for task delegation, approval workflows, and organizational structure.

### Setting Up Reporting

When adding or editing a team member or agent, select their reporting manager from the dropdown. This creates a direct reporting relationship visible in the org chart.

## Project Assignments

Control which projects each team member can access:

* **Admins** have access to all projects by default.
* **Managers** and **Employees** can be restricted to specific projects.
* Assign project access from the team member's profile or from the project's team settings.

<Warning>Team members without project access cannot see or interact with that project's tasks, content, or data.</Warning>

## Org Chart

The Org Chart provides a visual representation of your team's reporting structure:

* See who reports to whom at a glance
* Both human members and AI agents appear in the chart
* Drag and drop to reorganize reporting lines (Admin only)

Access the Org Chart from the **Team** section in your company dashboard.

## Permission Keys

Permissions are enforced through a set of **permission keys** that map to specific actions:

| Category | Examples                                             |
| -------- | ---------------------------------------------------- |
| Company  | Edit settings, manage billing, archive company       |
| Team     | Invite members, change roles, remove members         |
| Projects | Create projects, edit configuration, delete projects |
| Tasks    | Create tasks, assign tasks, approve tasks            |
| Agents   | Create agents, pause agents, view transcripts        |
| SEO      | Run checks, view reports, manage schedules           |

Each role (Admin, Manager, Employee) has a predefined set of permission keys. The exact permissions for each role are visible in your company settings under **Roles & Permissions**.