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

# Managing Members

> Day-to-day team member management

# Managing Members

**Effectively manage your team in AgentFlow.**

## Team Overview

**View team members:**
Organization → Team Members

**Information shown:**

* Name and email
* Role
* Status (Active, Invited, Inactive)
* Last active
* Usage stats
* Join date

## Common Management Tasks

<CardGroup cols={2}>
  <Card title="Update Role" icon="user-tag">
    Change member's permissions level
  </Card>

  <Card title="Deactivate" icon="user-slash">
    Temporarily disable access
  </Card>

  <Card title="Remove" icon="user-xmark">
    Permanently remove from organization
  </Card>

  <Card title="Transfer Assets" icon="arrow-right-arrow-left">
    Move agents and conversations to another user
  </Card>
</CardGroup>

## Deactivating Members

**When to deactivate:**

* Employee on leave
* Contractor between projects
* Temporary access suspension
* Before permanent removal

**What happens:**

* Cannot log in
* Conversations preserved
* Agents remain
* Billing reduced
* Can reactivate anytime

<Steps>
  <Step title="Find Member">
    Team Members → Select member
  </Step>

  <Step title="Deactivate">
    Click "..." → "Deactivate"
  </Step>

  <Step title="Confirm">
    Confirm deactivation
  </Step>
</Steps>

## Removing Members

**Before removing:**

1. Deactivate first (test impact)
2. Transfer ownership of their agents
3. Archive their conversations
4. Document reason for removal
5. Notify team if necessary

**What happens:**

* Access immediately revoked
* Email notifications stopped
* Cannot be undone (must re-invite)
* Audit trail preserved

<Warning>
  Removing a member is permanent. Their agents and conversations can be transferred first.
</Warning>

## Transferring Ownership

Transfer agents/conversations before removing:

<Steps>
  <Step title="Select Assets">
    Choose agents or conversations to transfer
  </Step>

  <Step title="Choose Recipient">
    Select team member to receive assets
  </Step>

  <Step title="Transfer">
    Click "Transfer" and confirm
  </Step>
</Steps>

## Activity Monitoring

**Track member activity:**

* Last login time
* Conversation count
* Agent usage
* Token consumption
* Shared conversations

**Inactive member alerts:**

* 30 days: Warning notification
* 60 days: Suggest deactivation
* 90 days: Auto-deactivate (Enterprise)

## Team Analytics

**Organization → Analytics → Team**

View metrics:

* Active members
* Token usage by member
* Conversation patterns
* Agent usage distribution
* Collaboration metrics

## Bulk Actions

**Select multiple members to:**

* Change roles in bulk
* Send team-wide message
* Export team data
* Apply permission template (Enterprise)

## Best Practices

<AccordionGroup>
  <Accordion title="Offboarding Checklist" icon="list-check">
    When removing a team member:

    * [ ] Export their important conversations
    * [ ] Transfer ownership of agents
    * [ ] Remove from shared conversations
    * [ ] Revoke API keys if any
    * [ ] Update team documentation
    * [ ] Archive their work
  </Accordion>

  <Accordion title="Regular Maintenance" icon="broom">
    **Monthly:**

    * Review inactive members
    * Check for unused accounts
    * Update roles as needed

    **Quarterly:**

    * Full team access audit
    * Review permission levels
    * Clean up guest accounts
  </Accordion>
</AccordionGroup>

<Card title="Next: Billing & Subscriptions" href="/organization/billing-and-subscriptions">
  Manage your organization's subscription and billing
</Card>
