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

# Invite teammates and set access

> Choose a role and account grant, then verify the teammate sees only the intended workspace data.

As the workspace owner, open [Settings → Team](https://app.autoady.io/settings?tab=team) to invite a teammate or change their access. Choose both a role and the accounts they can use.

## Invite and verify

1. Open [Settings → Team](https://app.autoady.io/settings?tab=team).
2. Choose **Invite Member** and enter the teammate's email. Choose **Media Buyer** for ad-management work or **Client Viewer** for read-only performance and reports. Add an optional **Display Name**.
3. Under **Account Access**, choose **All accounts** only when that is intended. Otherwise select the specific accounts the teammate needs.
4. Review the role explanation, then choose **Send Invite**.
5. Ask the teammate to open the invitation and accept using the invited email address. Their row changes from **Pending** to **Active** once accepted.

## Roles

| Role | Typical access |
| - | - |
| **Owner** | Manage the workspace, team, subscription, and settings, subject to plan and provider permissions. |
| **Media Buyer** | View and manage ads, budgets, and creative work for assigned accounts. |
| **Client Viewer** | Read campaign performance, analytics, and shared reports for assigned accounts. |

A role does not bypass Meta permissions, credit requirements, or feature availability. Billing remains controlled by the workspace owner.

## Update or remove access

1. In **Settings → Team**, find the member and choose the pencil control, **Edit member**.
2. Change **Role**, **Display Name**, or **Account Access**, then choose **Save Changes**. The member row updates and the app shows **Member updated**.
3. To end access, choose the trash control, **Remove member**. After **Member removed**, their workspace membership is removed. This does not change their Facebook business membership.

If an invitation is **Expired**, use **Resend invite email** to send a fresh link. If AutoAdy created the invitation but could not send email, use **Copy invite link** on the pending row and share it directly with the invitee. Keep that acceptance link private.

## If an account is missing

Check the invited identity, accepted status, account grant, and connected-account visibility. A client workspace selection organizes work but does not grant team access. Website grants are also distinct from ad-account grants.

If Team cannot load and shows a Meta connection or authorization error, [reconnect Meta](/connections/meta) using the owner’s intended profile. If a seat or feature limit blocks the invitation, review the current capacity in [Billing](/billing/subscriptions).


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