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

# Invite a member to your tenant

> Invite someone to your tenant by email or shareable link, set their role and capabilities, and manage pending invitations.

A tenant member is anyone with access to your tenant. Each member has a **tenant role** and, optionally, **tenant-level capabilities** and **project assignments**. Inviting and managing members is a **tenant owner** action.

<Info>
  Only tenant **owners** can invite, remove, or change the role of members. Members reach the tenant through the projects and capabilities granted to them.
</Info>

## Tenant roles

| Role       | Access                                                                                                          |
| ---------- | --------------------------------------------------------------------------------------------------------------- |
| **Owner**  | Full control - billing, members, settings, and every project. Automatically a project owner in all projects.    |
| **Member** | Base membership. No access by default - gains access only through the capabilities and project roles you grant. |

## Steps

<Steps>
  <Step title="Open the Members page">
    From your tenant, open **Members**. The page lists everyone with access, their role, capabilities, and join date - plus any **Pending invitations** at the top. Click **+ Invite member** to start.

    <img className="block dark:hidden" src="https://mintcdn.com/westyx/ZXqsX7r9yuBVgCcO/images/how-to/invite-member-to-tenant/light-members.png?fit=max&auto=format&n=ZXqsX7r9yuBVgCcO&q=85&s=bac7e70542aa4fa0104b7a50e34b6f85" alt="Tenant members page with pending invitations" style={{ borderRadius: '8px', margin: '1rem 0' }} width="1162" height="534" data-path="images/how-to/invite-member-to-tenant/light-members.png" />

    <img className="hidden dark:block" src="https://mintcdn.com/westyx/ZXqsX7r9yuBVgCcO/images/how-to/invite-member-to-tenant/dark-members.png?fit=max&auto=format&n=ZXqsX7r9yuBVgCcO&q=85&s=55c6a38b819e474d2e1191224ba3a987" alt="Tenant members page with pending invitations" style={{ borderRadius: '8px', margin: '1rem 0' }} width="1162" height="534" data-path="images/how-to/invite-member-to-tenant/dark-members.png" />
  </Step>

  <Step title="Choose recipient and role (Step 1 of 2)">
    Pick how the invite is delivered, enter the recipient, and choose their tenant role.

    <img className="block dark:hidden" src="https://mintcdn.com/westyx/pr_ZTuDxBtl-SR4a/images/how-to/invite-member-to-tenant/light-invite-member-1.png?fit=max&auto=format&n=pr_ZTuDxBtl-SR4a&q=85&s=a7c189db782da9c12d9ac0a028485653" alt="Invite wizard step 1 - recipient and role" style={{ borderRadius: '8px', margin: '1rem 0' }} width="534" height="541" data-path="images/how-to/invite-member-to-tenant/light-invite-member-1.png" />

    <img className="hidden dark:block" src="https://mintcdn.com/westyx/pr_ZTuDxBtl-SR4a/images/how-to/invite-member-to-tenant/dark-invite-member-1.png?fit=max&auto=format&n=pr_ZTuDxBtl-SR4a&q=85&s=d9b18b180d489296f6d0a6adacff07d4" alt="Invite wizard step 1 - recipient and role" style={{ borderRadius: '8px', margin: '1rem 0' }} width="534" height="535" data-path="images/how-to/invite-member-to-tenant/dark-invite-member-1.png" />

    | Field               | Description                                                                                                                                                       |
    | ------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------- |
    | **Delivery method** | **Email invite** sends the recipient an email with a magic link. **Shareable link** generates a magic link for you to copy and share manually - no email is sent. |
    | **Recipient email** | The invitee's email address. Required for email invites.                                                                                                          |
    | **Tenant role**     | **Owner** (full control) or **Member** (base membership - access via project roles and capabilities).                                                             |

    Click **Next →**.
  </Step>

  <Step title="Grant capabilities and project access (Step 2 of 2)">
    Optionally grant tenant-level capabilities and assign the invitee to specific projects. These are most useful for **Member** invites - owners already have everything.

    <img className="block dark:hidden" src="https://mintcdn.com/westyx/pr_ZTuDxBtl-SR4a/images/how-to/invite-member-to-tenant/light-invite-member-2.png?fit=max&auto=format&n=pr_ZTuDxBtl-SR4a&q=85&s=fe914c2d7bfcbfe6f299772765513a0b" alt="Invite wizard step 2 - capabilities and projects" style={{ borderRadius: '8px', margin: '1rem 0' }} width="534" height="582" data-path="images/how-to/invite-member-to-tenant/light-invite-member-2.png" />

    <img className="hidden dark:block" src="https://mintcdn.com/westyx/pr_ZTuDxBtl-SR4a/images/how-to/invite-member-to-tenant/dark-invite-member-2.png?fit=max&auto=format&n=pr_ZTuDxBtl-SR4a&q=85&s=3c99d3992bec7b41682da9b5364e28b4" alt="Invite wizard step 2 - capabilities and projects" style={{ borderRadius: '8px', margin: '1rem 0' }} width="534" height="582" data-path="images/how-to/invite-member-to-tenant/dark-invite-member-2.png" />

    | Capability            | Grants                                                      |
    | --------------------- | ----------------------------------------------------------- |
    | **Billing**           | Dashboard, invoices, and project billing                    |
    | **View All Projects** | Viewer access on every project, without explicit membership |
    | **Audit Log**         | Read access to the tenant-level audit log                   |

    Under **Project access**, use **Add a project…** to assign the invitee to specific projects with a project role. Click **Send invite** (or **← Back** to revisit step 1).
  </Step>

  <Step title="Track the invitation">
    The invite now appears under **Pending invitations** at the top of the Members page, with its expiry date and delivery type.

    * **Resend** - re-sends the email invite.
    * **Revoke** - cancels the invitation; any link or email already sent stops working. The person can be re-invited later.
    * **Copy link** - shown for **Shareable link** invites only. Copy the magic link and send it to the recipient yourself.

    When the invitee accepts, they disappear from Pending invitations and join the members table. Invitations expire automatically after the shown date.
  </Step>
</Steps>

## Managing members

Once someone has joined, manage them from the **Actions** column of the members table.

| Action          | How                                                                                             |
| --------------- | ----------------------------------------------------------------------------------------------- |
| **Change role** | Opens a dialog to toggle **Owner** / **Member**. At least one role is required. Click **Save**. |
| **Remove**      | Revokes the member's access to the tenant. A confirmation dialog appears before removal.        |

<img className="block dark:hidden" src="https://mintcdn.com/westyx/pr_ZTuDxBtl-SR4a/images/how-to/invite-member-to-tenant/light-change-role.png?fit=max&auto=format&n=pr_ZTuDxBtl-SR4a&q=85&s=e59ff2c708928868cd7362a60b5a7a7e" alt="Change member role dialog" style={{ borderRadius: '8px', margin: '1rem 0', maxWidth: '480px' }} width="409" height="342" data-path="images/how-to/invite-member-to-tenant/light-change-role.png" />

<img className="hidden dark:block" src="https://mintcdn.com/westyx/pr_ZTuDxBtl-SR4a/images/how-to/invite-member-to-tenant/dark-change-role.png?fit=max&auto=format&n=pr_ZTuDxBtl-SR4a&q=85&s=670fb03783af4566288d96b8f8dd025a" alt="Change member role dialog" style={{ borderRadius: '8px', margin: '1rem 0', maxWidth: '480px' }} width="409" height="342" data-path="images/how-to/invite-member-to-tenant/dark-change-role.png" />

<Note>
  To change a member's **tenant capabilities** (Billing, View All Projects, Audit Log) after they join, edit them from the member's row - these are independent of the Owner/Member role.
</Note>

## Next steps

<CardGroup cols={2}>
  <Card title="Create a project" icon="folder-plus" href="/how-to/create-project">
    Give your new members something to work on.
  </Card>

  <Card title="Roles & capabilities" icon="users" href="/concepts/glossary">
    Reference for tenant roles, project roles, and capabilities.
  </Card>
</CardGroup>