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

# User Management

> How to manage users, roles, and permissions in your Chamelio account

# User Management

Manage your team's access to Chamelio through the Settings page. Administrators can add, edit, and remove users while controlling their access levels.

## Accessing User Management

<Info>
  User management features are available at [Settings > Users](https://app.chamelio.ai/settings) and require administrator privileges.
</Info>

## Managing Existing Users

### Editing Users

<Steps>
  <Step title="Locate the User">
    Find the user in the user list on the Settings page
  </Step>

  <Step title="Click Edit">
    Click the pencil icon next to their name
  </Step>

  <Step title="Update Information">
    Modify their role, permissions, or other details as needed
  </Step>
</Steps>

### Deleting Users

<Warning>
  Deleting a user will permanently remove their access to Chamelio. This action cannot be undone.
</Warning>

<Steps>
  <Step title="Locate the User">
    Find the user in the user list
  </Step>

  <Step title="Click Delete">
    Click the trash icon next to their name
  </Step>

  <Step title="Confirm Deletion">
    Confirm you want to permanently remove this user's access
  </Step>
</Steps>

## Adding New Users

<Steps>
  <Step title="Find Email Input Field">
    Locate the email input field below the existing user list
  </Step>

  <Step title="Enter Email Addresses">
    Type email addresses, pressing "Enter" after each one
  </Step>

  <Step title="Add Multiple Users">
    Continue adding email addresses as needed
  </Step>

  <Step title="Complete Addition">
    Click the "Add Users" button to send invitations
  </Step>
</Steps>

### User Invitation Process

When you add new users, they automatically receive a system invitation email with instructions to:

* **Sign in using SSO**: Google or Microsoft Single Sign-On
* **Create their own password**: Set up secure account access
* **Complete account setup**: Fill in any required profile information

## User Roles and Permissions

Chamelio supports four different user roles with varying levels of access:

### Admin

<Card title="Full System Access" icon="crown">
  * Unrestricted access to all features
  * Full system control and configuration
  * Can manage settings and user accounts
  * Access to all documents and workflows
</Card>

### Editor

<Card title="Content Management" icon="pen-to-square">
  * All admin rights for content and documents
  * Cannot change system settings
  * Cannot manage user accounts or permissions
  * Full access to legal workflows and documents
</Card>

### Member

<Card title="Standard User Access" icon="user">
  * Can work with existing documents and workflows
  * Cannot initiate new workflows
  * Cannot generate new playbooks
  * Limited administrative capabilities
</Card>

### Viewer

<Card title="Read-Only Access" icon="eye">
  * Limited access to shared content only
  * Can only see collections and documents shared with them
  * Cannot edit or create new content
  * No administrative capabilities
</Card>

## Best Practices

<Tip>
  **Role Assignment Guidelines:**

  * Start new users with Member or Viewer access
  * Only assign Admin roles to trusted team leaders
  * Use Editor roles for content managers who don't need user management access
  * Regularly review user roles and permissions
</Tip>

### Security Considerations

<Accordion title="User Access Review">
  * Conduct regular audits of user access
  * Remove users who no longer need access
  * Update roles when team members change positions
  * Monitor user activity for security purposes
</Accordion>

<Accordion title="Onboarding New Users">
  * Send clear instructions about Chamelio usage
  * Provide training on relevant features for their role
  * Set expectations for security and data handling
  * Follow up to ensure successful account activation
</Accordion>

## Troubleshooting User Issues

### Users Not Receiving Invitations

<Warning>
  If new users don't receive invitation emails:
</Warning>

* Check their spam/junk folders
* Verify the email address was entered correctly
* Resend the invitation through the user management interface
* Contact support if issues persist

### Access Problems

If users have trouble accessing features:

* Verify their role has the necessary permissions
* Check if they've completed account activation
* Ensure they're logging in with the correct email address

## Related Topics

<Card title="Account Activation" icon="user-check" href="/guides/activating-your-account">
  Help users activate their accounts
</Card>

<Card title="Slack Integration" icon="slack" href="/features/slack-integration">
  Connect Chamelio with your team's Slack workspace
</Card>

<Card title="Help & Troubleshooting" icon="life-ring" href="/faq/help-troubleshooting">
  Solutions for common user issues
</Card>
