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

# Members and Roles

> Learn how to invite team members and manage organization and workspace roles in Maxim.

export const MaximPlayer = ({url}) => {
  return <iframe className="border-background-highlight-secondary h-full w-full rounded-md border-2 aspect-video" src={url} allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowFullScreen></iframe>;
};

## Understanding Roles

Maxim uses two types of roles that work together:

* **Organization roles**: Control access to organization-wide settings like billing, members, API keys, and workspace management.

* **Workspace roles**: Control access to resources within a specific workspace like prompts, workflows, and datasets.

Every user needs both an organization role and a workspace role for each workspace they access.

## Organization Roles

Organization roles determine what users can do at the organization level:

* **Super admin**: Full control including creating and managing roles

* **Admin**: Manage members, workspaces, and most settings (cannot create roles)

* **Billing admin**: Access to billing only

* **Contributor**: Can view and access workspaces (limited permissions)

* **Viewer**: Read-only access to workspaces

### Invite Organization Members

To invite a team member to your organization:

* Go to `Settings` → `Members` (under Organization settings)

* Click `Invite` at the top right

* Enter email addresses (separate multiple with commas)

* Select an organization role

* Select which workspaces they should access and their workspace role for each

* Click `Invite`

<img src="https://mintcdn.com/maximai/LMA67PoeLl5v8ibw/images/docs/settings/invite-user-to-organization.png?fit=max&auto=format&n=LMA67PoeLl5v8ibw&q=85&s=314bea3af11b7bad22e8cae40b0edef5" alt="Add user to organization" width="3004" height="1722" data-path="images/docs/settings/invite-user-to-organization.png" />

### Create Organization Roles

* Go to `Settings` → `Roles` (under Organization settings)

* Click `Create role`

* Enter a name for the role

* Select the permissions you want to assign

* Click `Create`

<img src="https://mintcdn.com/maximai/LMA67PoeLl5v8ibw/images/docs/settings/create-new-organization-role.png?fit=max&auto=format&n=LMA67PoeLl5v8ibw&q=85&s=b499d159834123aa88d55e88e6f6b54c" alt="Create organization role" width="2992" height="1722" data-path="images/docs/settings/create-new-organization-role.png" />

### Duplicate Organization Roles

You can duplicate built-in organization roles (Super admin, Admin, Billing admin, Contributor, Viewer) to create new roles with similar permissions:

* Go to `Settings` → `Roles` (under Organization settings)

* Hover over a built-in role in the roles table

* Click the `Duplicate` button that appears

* The role editor opens with the duplicated role's permissions pre-filled

* Modify the name and permissions as needed

* Click `Create` to save the new role

<Note>You cannot edit the name of built-in organization roles (Super admin, Admin, Billing admin, Contributor, Viewer). You can only duplicate them to create custom roles with similar permissions.</Note>

<Note>Custom organization roles cannot be duplicated but can be edited directly.</Note>

## Workspace Roles

Workspace roles determine what users can do within a specific workspace:

* **Admin**: Full access to workspace resources and settings

* **Editor**: Can create, edit, and delete workspace resources

* **Viewer**: Read-only access to workspace resources

### Invite Workspace Members

To add members to a specific workspace:

* Go to `Settings` → `Workspace members` (under Workspace settings)

* Click `Invite`

* Enter email addresses or select existing organization members

* Select a workspace role

* Click `Invite`

<img src="https://mintcdn.com/maximai/LMA67PoeLl5v8ibw/images/docs/settings/invite-user-to-workspace.png?fit=max&auto=format&n=LMA67PoeLl5v8ibw&q=85&s=295336a87b91979bf23a6bc7be4d2c50" alt="Invite workspace members" width="2992" height="1710" data-path="images/docs/settings/invite-user-to-workspace.png" />

### Create Workspace Roles

* Go to `Settings` → `Workspace roles` (under Workspace settings)

* Click `Create role`

* Enter a name for the role

* Select the permissions you want to assign

* Click `Create`

<img src="https://mintcdn.com/maximai/LMA67PoeLl5v8ibw/images/docs/settings/create-new-workspace-role.png?fit=max&auto=format&n=LMA67PoeLl5v8ibw&q=85&s=7d29c3ff9c4ea761726c6bec46de2b1e" alt="Create workspace role" width="3012" height="1724" data-path="images/docs/settings/create-new-workspace-role.png" />

### Duplicate Workspace Roles

You can duplicate built-in workspace roles (Admin, Editor, Viewer) to create new roles with similar permissions:

* Go to `Settings` → `Workspace roles` (under Workspace settings)

* Hover over a built-in role in the roles table

* Click the `Duplicate` button that appears

* The role editor opens with the duplicated role's permissions pre-filled

* Modify the name and permissions as needed

* Click `Create` to save the new role

<Note>You cannot edit the name of built-in workspace roles (Admin, Editor, Viewer). You can only duplicate them to create custom roles with similar permissions.</Note>

<Note>Custom workspace roles cannot be duplicated but can be edited directly.</Note>
