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

# Managing users and invitations

> Adding, editing, deactivating and removing people, plus approving join requests.

## Two ways someone joins

| Route                                                        | What happens                                                       |
| ------------------------------------------------------------ | ------------------------------------------------------------------ |
| **You invite them** — Invitations → Invite                   | They get a link, with the role already chosen. No approval step.   |
| **They find you** — they sign up and search for your company | The request lands in **Invitations → Join requests** for approval. |

Inviting is better where you have the choice: the role is set from the start, so they never
land in the workspace with no access.

## Users

**Users** in the sidebar. From here you can create and edit accounts, assign roles, reset a
password, act on several at once, and import or export.

Every new user needs a [role](/help/team/roles-and-permissions) before they can do anything
useful — that is the step most often missed.

How many accounts you may create is a plan limit, and it is not a limit on how many people
can be online at once — see
[Working at the same time](/help/team/working-at-the-same-time#seats-are-accounts).

## Removing someone who has left

Order matters:

<Steps>
  <Step title="Reassign their open conversations">
    Their chats stay assigned to them otherwise. Reassign from the inbox.
  </Step>

  <Step title="Reassign their leads and customers">
    Ownership drives sticky assignment, so a departed owner keeps pulling their customers'
    conversations toward a dead account.
  </Step>

  <Step title="Then deactivate or delete the account">
    Doing this first makes the first two steps harder to find.
  </Step>
</Steps>

<Warning>
  Removing someone without reassigning their customers leaves those customers routing to
  nobody. Their next message will not reach a person. Reassign first.
</Warning>

## Join requests

**Invitations → Join requests.** Each shows who asked and any note they wrote.

Approve only people you recognize — approving a join request puts someone inside your
workspace. Once approved, give them a role.

## What people see while they wait

Someone who has requested to join sits on a waiting screen that refreshes itself. They can
cancel and choose differently. Until you approve them, they see nothing of your data.