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

# Team Management

> Invite members, assign roles, and manage your organization's team in Upmetr

Upmetr lets you collaborate with your team inside a shared organization. As a Superadmin, you can invite new members, assign roles, and control who has access to what.

Navigate to **Settings > Team** to manage your team.

<Note>
  Only **Superadmins** can access team management. If you don't see the Team page in Settings, ask your organization's Superadmin to upgrade your role.
</Note>

## Roles & Permissions

Every member in your organization has one of three roles:

| Capability                                                 | Viewer | Admin | Superadmin |
| ---------------------------------------------------------- | :----: | :---: | :--------: |
| View dashboards, resources, monitors, incidents, costs     |   Yes  |  Yes  |     Yes    |
| View notification center                                   |   Yes  |  Yes  |     Yes    |
| Create and edit uptime monitors                            |    —   |  Yes  |     Yes    |
| Configure alert rules                                      |    —   |  Yes  |     Yes    |
| Manage notification channels (Slack, email, webhook, etc.) |    —   |  Yes  |     Yes    |
| Acknowledge and resolve incidents                          |    —   |  Yes  |     Yes    |
| Manage infra agents                                        |    —   |  Yes  |     Yes    |
| Manage team members (invite, remove, change roles)         |    —   |   —   |     Yes    |
| Organization settings (name, branding, custom domain)      |    —   |   —   |     Yes    |
| Billing and subscription management                        |    —   |   —   |     Yes    |
| View audit logs                                            |    —   |   —   |     Yes    |

<Tip>
  Start by giving new members the **Viewer** role. You can always upgrade them to Admin later once they need write access.
</Tip>

## Inviting Members

The recommended way to add someone to your organization is via email invitation.

1. Go to **Settings > Team**
2. Click **Invite Member**
3. Enter the person's email address
4. Select a role (Viewer, Admin, or Superadmin)
5. Click **Send Invitation**

The invitee receives an email with a link to accept the invitation. When they click the link:

* If they already have an Upmetr account, they are added to your organization immediately.
* If they are new to Upmetr, they are taken to a registration page to set up their account. After registering, they are automatically added to your organization with the assigned role.

<Warning>
  Invitation links expire after **7 days**. If the link expires before the invitee accepts, you can resend the invitation from the Pending Invitations section.
</Warning>

### Plan Limits

Your plan determines how many team members you can have. If you've reached your plan's user limit, you'll need to upgrade before sending new invitations. The current limits are:

* **Free** — 3 users
* **Pro** — 10 users
* **Enterprise** — Unlimited

## Creating Members Directly

As an alternative to invitations, Superadmins can create user accounts directly with a pre-set password.

1. Go to **Settings > Team**
2. Click **Add Member**
3. Fill in the member's full name, email, password, and role
4. Click **Create**

The new member can log in immediately with the provided credentials. This is useful when you want to onboard someone right away without waiting for them to accept an invitation.

<Note>
  Passwords must meet minimum strength requirements: at least 8 characters with a mix of letters, numbers, and special characters.
</Note>

## Managing Members

### Changing a Member's Role

1. Find the member in the team list
2. Click the **Edit** icon next to their name
3. Select the new role
4. Save changes

Role changes take effect on the member's next login or page refresh (the JWT token is updated with new permissions).

### Removing a Member

1. Find the member in the team list
2. Click the **Delete** icon
3. Confirm the removal

<Warning>
  Removing a member is permanent and cannot be undone. The member will immediately lose access to your organization. You cannot remove yourself.
</Warning>

## Pending Invitations

The team page shows a **Pending Invitations** section below the member list. Here you can see all invitations and their status:

* **Pending** — Invitation sent, waiting for the invitee to accept
* **Accepted** — Invitee has joined your organization
* **Expired** — The 7-day window has passed without acceptance
* **Revoked** — A Superadmin cancelled the invitation

### Resending an Invitation

If an invitation has expired or the invitee didn't receive the email, click the **Resend** button. This generates a fresh token with a new 7-day expiry window and sends a new email.

### Revoking an Invitation

To cancel a pending invitation, click **Revoke**. The invitation link will no longer work. You can also permanently delete the invitation record using the **Delete** button.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Invitation email not received">
    * Check the invitee's spam/junk folder for emails from `noreply@upmetr.com`.
    * Verify the email address was entered correctly in the invitation form.
    * Try resending the invitation from the Pending Invitations section.
    * If the issue persists, create the member directly using the **Add Member** option instead.
  </Accordion>

  <Accordion title="Invitation link expired">
    Go to **Settings > Team**, find the expired invitation in the Pending Invitations section, and click **Resend**. This generates a new link with a fresh 7-day expiry. The old link will no longer work.
  </Accordion>

  <Accordion title="Member has the wrong role">
    Only a Superadmin can change roles. Go to **Settings > Team**, click the **Edit** icon next to the member, select the correct role, and save. The member will need to refresh the page or log in again for the new permissions to take effect.
  </Accordion>

  <Accordion title="User limit reached">
    Your plan has a maximum number of team members. To add more, go to **Settings > Billing** and upgrade to a higher plan. Alternatively, remove inactive members to free up seats.
  </Accordion>
</AccordionGroup>
