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

# User management

> Add members, choose roles, and assign people to inboxes and appointment types.

Workspace admins manage members from **Settings → Members**. Members can be added by email, assigned a workspace role, and then added to inboxes, appointment types, outbound campaigns, and conversations.

## Add a member

1. Go to **Settings → Members**.
2. Click **Add member**.
3. Enter the member's email address and name.
4. Choose **Member** or **Admin**.
5. Click **Add member**.

If the person does not already have an account, Clearline creates one during the invite flow.

<Info>
  Screenshot placeholder: add the **Add a team member** dialog.
</Info>

## Workspace roles

| Role       | Use this for                                                                              |
| ---------- | ----------------------------------------------------------------------------------------- |
| **Owner**  | The primary workspace owner. This role is system-managed.                                 |
| **Admin**  | Users who should manage workspace settings, channels, members, and feature configuration. |
| **Member** | Users who work in conversations, appointments, contacts, opportunities, and tasks.        |

Admins can change another member's role from the member actions menu. Users cannot remove themselves from the workspace.

## Add members to inboxes

Workspace membership does not automatically make someone a member of every shared inbox. To let a person view and handle conversations in an inbox:

1. Go to **Settings → Inboxes**.
2. Open the inbox.
3. Go to the **Members** tab.
4. Click **Add member**.
5. Choose the workspace user and inbox role.

Inbox members can be used by routing rules such as **Specific person**, **Contact owner**, and **Round robin**.

## Add advisors to appointment types

Appointment types need at least one advisor. Advisors are workspace members who can be booked for that appointment type.

1. Go to **Settings → Appointment types**.
2. Open an appointment type.
3. Go to **Advisors**.
4. Search for team members and add the people who can take bookings.

## Related pages

* [Roles and permissions](/platform/administration/roles-permissions)
* [Create an inbox](/inbox/create-inbox)
* [Appointment types](/appointments/appointment-types)