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

# Member management

> How to invite, change roles for, and remove members in AI Helpdesk

Go to **Settings** > **Admin** > **Team members** to invite, change roles for, and remove members. Only users with the **Admin** role can perform these actions.

<img src="https://mintcdn.com/moneyforwardi/heTTAJxL3AZAb52f/images/ai-helpdesk/admin/members/members.png?fit=max&auto=format&n=heTTAJxL3AZAb52f&q=85&s=d6302d6cb0e831d03fca985b47a11f58" alt="Admin — Team members screen" width="2880" height="1800" data-path="images/ai-helpdesk/admin/members/members.png" />

## Roles

| Role         | Permissions                                                                |
| ------------ | -------------------------------------------------------------------------- |
| **Admin**    | Modify all settings, manage members, handle sessions                       |
| **Operator** | Handle sessions, view knowledge (cannot modify settings or manage members) |

<Note>
  Roles can be combined. A single member can hold both Admin and Operator roles.
</Note>

## Inviting members

<Steps>
  <Step title="Open the invite dialog">
    Click the **Invite member** button in the upper right of the **Team members** section.

    <img src="https://mintcdn.com/moneyforwardi/heTTAJxL3AZAb52f/images/ai-helpdesk/admin/members/invite-modal.png?fit=max&auto=format&n=heTTAJxL3AZAb52f&q=85&s=80e8a0c42383dfbb0d9cdb8f1994ab38" alt="Screenshot of member invite dialog" width="2880" height="1800" data-path="images/ai-helpdesk/admin/members/invite-modal.png" />
  </Step>

  <Step title="Enter the invitation details">
    Enter the email address of the user you want to invite and select the role to assign (**Admin** or **Operator**). The email address is required.
  </Step>

  <Step title="Send the invitation link">
    After creating the invitation, the link is copied to your clipboard. Send it to the intended recipient. Invitation links have an expiration date.
  </Step>
</Steps>

## Managing invitations

Pending invitations appear at the bottom of the member list.

* **Copy link**: Click the link icon on the invitation row to copy the invitation URL again
* **Cancel invitation**: Click the trash icon and select **Cancel invitation** in the confirmation dialog

## Changing roles

<Steps>
  <Step title="Click the edit button for the target member">
    In the member list, click the pencil icon in the row of the user you want to update.
  </Step>

  <Step title="Change the role">
    Update the **Admin** and **Operator** checkboxes. At least one role must be selected.
  </Step>

  <Step title="Save">
    Click the save icon to save the changes.
  </Step>
</Steps>

<Warning>
  You cannot change your own role. Ask another Admin to make the change.
</Warning>

## Removing members

<Steps>
  <Step title="Click the trash icon for the target member">
    In the member list, click the trash icon in the row of the user you want to remove.
  </Step>

  <Step title="Confirm the removal">
    A confirmation dialog will appear. Review the details and click **Confirm**.
  </Step>
</Steps>

<Warning>
  Removing a member revokes their access to Helpdesk immediately. Sessions that were assigned to the removed member remain open.
</Warning>

## Linking messaging platform accounts

From the **Team members** section, you can link member accounts to Slack, Microsoft Teams, LINE WORKS, or Google Chat. A checkmark is shown in the member list when a link is established.

* **Link an account**: Click the link icon, enter the member's email address on that platform (or LINE WORKS user ID), then click **Verify** followed by **Confirm**
* **Unlink an account**: Click the unlink icon and confirm the action

## Related pages

* [Notifications](/en/ai-helpdesk/admin/notifications) — Configure notifications for members
* [Session settings](/en/ai-helpdesk/admin/session-config) — Configure auto-close and reminder settings