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

# Member Management

> Learn how to invite, manage, and organize team members in your Rallly space.

## Understanding Member Roles

Rallly spaces have a clear hierarchy of roles and permissions:

<CardGroup cols={2}>
  <Card title="Owner" icon="crown">
    **Full Control**

    * Access to all polls and events
    * Member management
    * Space settings and configuration
    * Billing management
    * Seat management
    * Can delete space
  </Card>

  <Card title="Admin" icon="shield">
    **Team Management**

    * Access to all polls and events
    * Member management
    * Space settings and configuration
  </Card>

  <Card title="Member" icon="user">
    **Collaboration**

    * Access to all polls and events
  </Card>
</CardGroup>

## Inviting New Members

### Prerequisites

Before inviting members, ensure:

* You have **admin or owner** permissions
* Your space has **available seats**
* You have the **email addresses** of people you want to invite

### Invitation Process

<Steps>
  <Step title="Navigate to Members">
    Go to your space settings and click on the "Members" tab.
  </Step>

  <Step title="Send Invitation">
    Click "Invite Member" and enter the email address of the person you want to invite.

    <Note>
      The person will receive an email invitation with instructions to join your space.
    </Note>
  </Step>

  <Step title="Set Initial Role">
    Choose the appropriate role for the new member:

    * **Member**: For most team members who need collaboration access
    * **Admin**: For trusted team leads who should manage other members
  </Step>

  <Step title="Monitor Pending Invites">
    Track invitation status in the "Pending Invites" section until the person accepts.
  </Step>
</Steps>

## Managing Existing Members

### Changing Member Roles

To change a member's role:

1. **Find the member** in your member list
2. **Click the dropdown menu** next to their name
3. **Select "Change Role"** and choose the new role
4. **Confirm the change** - it takes effect immediately

<Warning>
  Changing roles affects what the member can do immediately. Be careful when granting or removing admin permissions.
</Warning>

### Removing Members

To remove a member from your space:

1. **Locate the member** you want to remove
2. **Click the dropdown menu** and select "Remove from space"
3. **Confirm the removal** - this action cannot be easily undone

<Info>
  When you remove a member, they lose access to all polls and data immediately. Consider whether they need to export any important information first.
</Info>

## Managing Pending Invitations

### Invitation States

Invitations can be in several states:

* **Pending**: Invitation sent, waiting for acceptance
* **Expired**: Invitation has expired and needs to be resent
* **Accepted**: Person has joined your space

### Canceling Invitations

To cancel a pending invitation:

1. **Locate the pending invite**
2. **Click "Cancel"** to revoke the invitation
3. **Confirm the cancellation** - the invitation link will no longer work

## Seat Management and Members

### Seat Allocation

* **Used Seats**: Equal to your current member count
* **Available Seats**: How many more members you can invite
* **Total Seats**: Your current subscription level

### Adding Members vs Adding Seats

<Steps>
  <Step title="Check Available Seats">
    Before inviting someone, verify you have available seats in your billing settings.
  </Step>

  <Step title="Purchase Additional Seats (if needed)">
    If you're at capacity, increase your seat count through billing management first.
  </Step>

  <Step title="Send Invitation">
    Once you have available seats, you can invite new members immediately.
  </Step>
</Steps>

## Troubleshooting Common Issues

<AccordionGroup>
  <Accordion title="Invitation emails not being received">
    * Check spam/junk folders
    * Verify the email address is correct
    * Resend the invitation
    * Ask the recipient to whitelist rallly.co emails
  </Accordion>

  <Accordion title="Cannot invite new members">
    * Check if you have available seats
    * Verify you have admin or owner permissions
    * Ensure your subscription is active
    * Try refreshing the page and trying again
  </Accordion>

  <Accordion title="Member lost access after role change">
    * Verify the role change was intentional
    * Check if the member's permissions match their new role
    * Have the member log out and log back in
    * Contact support if issues persist
  </Accordion>

  <Accordion title="Cannot remove a member">
    * Ensure you have admin or owner permissions
    * Check if the member has any active polls that need to be transferred
    * Try using the member dropdown menu instead of bulk actions
    * Contact support for assistance
  </Accordion>
</AccordionGroup>