> For the complete documentation index, see [llms.txt](https://docs.greennode.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greennode.ai/ai-stack/agent-base/team-permissions/manage-members.md).

# Manage Members

> Guide for Root and Admin to view the member list, invite new members via IDP Login URL, remove members, and assign roles on the **Members** tab of **Team & Permissions**.

***

## Prerequisites

* Signed in with role **Root** or **Admin**

***

## Open the Members Tab

Go to [Team & Permissions](https://aiplatform.console.greennode.ai/team-permissions) — the **Members** tab opens by default.

![Members list](/files/6K0U0JhjpEcPnBXevXAm)

The list shows: **Name**, **Role**, **Joined Date**, **Status**, **Source**, **Action**

| Column     | Values                                                                                                     |
| ---------- | ---------------------------------------------------------------------------------------------------------- |
| **Role**   | Color badge: Root = purple, Admin = blue, Member = green, Viewer = gray · "No role attached" if unassigned |
| **Source** | `IDP` = logged in via Identity Provider · `MANUAL` = created manually in IAM                               |
| **Action** | ⋮ icon → **Change role** / **Delete** menu                                                                 |

***

## Invite New Members

New members do not need a separate account — they log in via an **IDP Login URL**.

**Step 1:** Click **Invite Member** (top right)

**Step 2:** A popup shows the list of IDPs configured in IAM:

![Invite Member — copy IDP Login URL](/files/ePajWEVIH1Llpjs9BkU4)

| Case                  | Result                                                                                                                                                         |
| --------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **No IDP configured** | Popup notification — go to [IAM Identity Providers](https://iam.console.greennode.ai/identity-providers) to create an IDP first, then return to invite members |
| **IDP exists**        | Popup listing IDPs: Name / Type / Login URL / **Copy** icon                                                                                                    |

**Step 3:** Click the **Copy** icon → send the Login URL to the new member

**Step 4:** The member visits the link, authenticates via IDP → automatically added to the org with "No role attached"

**Step 5:** Root assigns a role to the newly logged-in member (see **Change Role** below)

***

## Remove a Member from the Org

**Step 1:** Find the member in the list (use the search bar or filter by role)

**Step 2:** Click the **⋮** icon on the member's row → select **Delete**

**Step 3:** Confirm the dialog → click **Confirm**

{% hint style="warning" %}
The Root Account cannot be removed. Ownership transfer is handled separately in IAM.
{% endhint %}

***

## Change a Member's Role

**Step 1:** Click the **⋮** icon on the member's row → select **Change role**

**Step 2:** The **Change role** popup appears — select one or more roles to assign:

![Change role popup](/files/k86K3bhQNgixeXEX2wyA)

| Role       | Description                                                                                           |
| ---------- | ----------------------------------------------------------------------------------------------------- |
| **Admin**  | Manage members, agents, and org config. No billing, quota, or model config permissions.               |
| **Member** | Create and run own agents. View logs & traces.                                                        |
| **Viewer** | Read-only. View agent config, logs, and conversation history. Cannot perform any side-effect actions. |

**Step 3:** Click **Confirm** — the change takes effect immediately, no logout/login required

***

## Next Steps

| I want to...                         | Go to                                                                                       |
| ------------------------------------ | ------------------------------------------------------------------------------------------- |
| Understand permissions for each role | [Roles & Permissions](/ai-stack/agent-base/team-permissions/roles-and-permissions.md)       |
| View Service Accounts for agents     | [Manage Service Accounts](/ai-stack/agent-base/team-permissions/manage-service-accounts.md) |