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

# How to Manage Users and Roles

> Invite team members, assign roles, manage permissions, and remove users across your PlaneConnection workspace.

This guide helps you invite team members, assign roles, manage permissions, and remove users from your PlaneConnection workspace.

<Warning>
  This feature requires **administrator** or **workspace owner** permissions. Changes made here
  affect all users in your workspace.
</Warning>

<Info>
  **Who should read this:** Workspace administrators (Admin role). Only Admins can invite users,
  assign roles, and remove members. You need an active
  PlaneConnection workspace with at least one Admin user.
</Info>

## Invite a new user

<Steps>
  ### Step 1: Navigate to Settings

  In the **Safety** module sidebar, click **Settings**, then select **Members**.

  ### Step 2: Open the invitation dialog

  Click **Invite Member** at the top of the Members page.

  ### Step 3: Enter user details

  Enter the **Email** address, select the appropriate **Role**, and click **Send Invitation**.

  ### Step 4: Confirm the invitation

  The invitation appears in the pending section. If you need to resend or cancel it, use the **Resend** or **Revoke** actions.
</Steps>

## Assign or change a user's role

<Steps>
  ### Step 1: Find the member

  On the **Members** page, locate the user whose role you want to change.

  ### Step 2: Edit the role

  Click the **Edit** button on the user's row. Select the new role from the
  dropdown and confirm the change.
</Steps>

<Danger>
  Role changes take effect immediately. The user's sidebar navigation and available features update
  on their next page load. Downgrading a role removes access to resources the user could previously
  view -- make sure this is intentional.
</Danger>

## Designate key safety personnel

If you need to verify or update the Accountable Executive and SMS Manager designations required by 14 CFR Part 5, navigate to **Settings > Users** in the Safety module. If either position shows "Unassigned," assign the appropriate role on the Members page.

<Warning>
  A yellow warning banner on the Users & Key Personnel page indicates missing designations. Address
  this before submitting your Declaration of Compliance.
</Warning>

## Remove a user

<Steps>
  ### Step 1: Find the member

  On the **Members** page, locate the user you want to remove.

  ### Step 2: Confirm removal

  Click the **Remove** button on the user's row and confirm in the dialog.
</Steps>

The removed user immediately loses access to the workspace. Their
historical activity records -- submitted reports, investigations
conducted, audit trail entries -- are preserved for compliance purposes.

<Danger>
  You cannot remove the last Admin in a workspace. Assign the Admin role to another user before
  removing the current one.
</Danger>

## Related

<CardGroup cols={2}>
  <Card title="User Roles" href="/reference/user-roles">
    Detailed role definitions, scope, and assignment rules.
  </Card>

  <Card title="Permissions Matrix" href="/reference/permissions">
    Full feature-by-role permissions matrix.
  </Card>

  <Card title="Configure Your Workspace" href="/how-to/admin/configure-workspace">
    Workspace-level settings and module configuration.
  </Card>

  <Card title="Manage Billing" href="/how-to/admin/manage-billing">
    Check user limits and subscription tiers.
  </Card>
</CardGroup>