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

# Team and roles

> Invite colleagues, what an Owner, Admin and Member can each do, and how seats are counted.

Everyone on your team works in the same register. Invite colleagues from **Settings → Team**.

## Roles

There are three roles.

* **Owner**: the person who created the workspace. Everything an admin can do, plus inviting admins and changing roles.
* **Admin**: runs the account: settings, chasing, requirement templates, the team, share links.
* **Member**: does the daily work: vendors, certificates, imports, chasing individual vendors, exports.

| Action                                                                    | Owner | Admin | Member |
| ------------------------------------------------------------------------- | :---: | :---: | :----: |
| View the register, vendors, reminders, projects and templates             |   ✓   |   ✓   |    ✓   |
| Add, edit, import, archive and restore vendors                            |   ✓   |   ✓   |    ✓   |
| Record certificates, add documents, get upload links, mark documents read |   ✓   |   ✓   |    ✓   |
| **Chase now**, **Re-check**, **Regenerate**, cancel a queued reminder     |   ✓   |   ✓   |    ✓   |
| Export the CSV register                                                   |   ✓   |   ✓   |    ✓   |
| Create and edit projects                                                  |   ✓   |   ✓   |    ✓   |
| Create a requirement template (not as the default)                        |   ✓   |   ✓   |    ✓   |
| Edit or delete templates; choose the default template                     |   ✓   |   ✓   |        |
| Delete projects                                                           |   ✓   |   ✓   |        |
| Archive documents                                                         |   ✓   |   ✓   |        |
| Change company details, chasing, reply-to, warning window, time zone      |   ✓   |   ✓   |        |
| Create and revoke share links                                             |   ✓   |   ✓   |        |
| See the [activity log](/docs/account/activity-log)                             |   ✓   |   ✓   |        |
| Invite members; remove members; withdraw invitations to members           |   ✓   |   ✓   |        |
| Invite admins; withdraw invitations to admins                             |   ✓   |       |        |
| Change someone's role between Admin and Member                            |   ✓   |       |        |
| Remove an admin                                                           |   ✓   |       |        |

Everyone manages their own [sign-in](/docs/account/two-factor) under **Settings → Your sign-in**.

<Note>
  Roles are broad. Any member can import, archive and export the whole register. Finer-grained roles are planned.
</Note>

## Invite a colleague

<Steps>
  <Step title="Send the invitation">
    In **Settings → Team**, enter their email under **Invite a colleague**, choose a **Role** (**Member**, or **Admin** if you are the owner), and choose **Send invitation**.
  </Step>

  <Step title="They accept">
    They receive an email with a link, valid for 14 days. They choose their name and a password of at least 10 characters. Accepting the invitation also confirms their email address, so they go straight in.
  </Step>
</Steps>

Pending invitations are listed as "Invited as member, not yet accepted". An expired one says so; invite the same address again to send a fresh link. To withdraw one, choose **Revoke**, then **Revoke invitation**: the link in their email stops working.

An address that already belongs to someone else's WatchMyCover workspace cannot usually be invited. The exception is an untouched trial account (no vendors, projects, documents or other people), which can join your team instead.

## Change a role or remove someone

The owner can switch anyone between **Admin** and **Member** with the role menu beside their name. Nobody can change their own role.

Owners and admins can **Remove** members; only the owner can remove an admin. They lose access straight away. Their history on the account is kept. Nobody can remove themselves.

There is no way to change the owner in the app. If the owner needs to change, write to [info@watchmycover.com](mailto:info@watchmycover.com).

## Seats

Starter includes 2 users, Core 5, and Pro is unlimited. Pending invitations count toward the total. The **Team** card shows how many seats are used.