> ## Documentation Index
> Fetch the complete documentation index at: https://docs.callivox.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Workspace and users
> Your workspace details, the Admin and Member roles, and how to create, disable and reset the password of a user.
Your workspace is the container everything else sits in — channels, conversations, agents, billing
and the people who work in it. Two Settings pages cover it: **Tenant settings** for the workspace
itself, and **Users** for the people.
Both are **Admin only**.
## Tenant settings
Go to **Settings → Tenant settings**. The card is described as *"Workspace your account belongs
to."*
| Field | What it is |
| ------------------ | ------------------------------------------------------------------------------------- |
| **Workspace name** | The name your workspace goes by. |
| **Onboarding** | **Complete** or **In progress** — whether the initial setup steps have been finished. |
| **Tenant ID** | Your workspace's unique identifier. Quote it if you contact support. |
The page is read-only. Note that there is no workspace-wide timezone here — **timezone is a
per-person setting** on your own [Profile](/settings/profile-and-notifications) page, so each user
sees times in their own zone.
## Users
Go to **Settings → Users**. The card is titled **Team members** and explains the two roles in one
line:
> Admins manage settings, channels, agents, billing, and other users. Members are limited to the
> inbox and their own profile.
Each row shows the person's display name and email, a **Role** dropdown, a **Reset password**
button, and a **Disable** (or **Enable**) button. Your own row is badged **You**, and a disabled
account is badged **Disabled**.
### The two roles
There are exactly two roles, **Admin** and **Member**. There is no owner role and no custom roles.
Everything a Member can do, plus: billing and plans, channels, AI agents and voice agents,
automations, folders and routing rules, integration keys, AI connections, and creating and
managing other users.
The inbox and their own account. Under Settings a Member can open **Profile**,
**Notifications**, **Canned Responses** and **Blacklist** — nothing else. Other settings pages
are not shown to them.
### Creating a user
There is no invitation email. An Admin creates the account directly and sets its first password,
then passes the credentials on.
On **Settings → Users**, click **New user**. The dialog explains: *"Create a team member and set
an initial password. They can change it after signing in."*
Enter a **Display name**, an **Email**, and an **Initial password**. The password must be at
least 12 characters and include at least 3 of: lowercase, uppercase, digit, symbol.
Choose **Member** or **Admin**.
Under **Folders (optional)**, tick any folders this person should see, and set each one to
**Read** or **ReadWrite**. The helper reads *"Grant access to selected folders. Leave empty to
add folder access later."* — you can always do this from the folder itself afterwards.
Click **Create user**. You will see **"User created"**. Send the person their email address and
initial password; they can change it from their Profile page once signed in.
Two things can stop a create:
* **"A user with this email already exists."** — that email is already in use. Email addresses are
unique across all of Callivox.
* `Seat limit reached (N users on the {plan} plan). Disable an unused user or upgrade your plan.` —
your plan's user limit is full. See [Plans](/billing/plans).
### Changing someone's role
Use the **Role** dropdown on their row. Promoting someone asks you to confirm — the dialog is
titled **"Make this user an admin?"** and reads `{name} will be able to manage billing, channels,
agents, and every other user in this workspace.` Confirm with **Make admin**. You will see **"Role
updated"**.
You cannot change your own role. This is deliberate: it stops a workspace from ending up with no
Admin at all.
### Resetting a password
Click **Reset password** on the row. The dialog reads `Set a new password for {name}. Their existing
sessions are signed out; they sign in with the new password.` Enter the new password — same rules as
above — and click **Reset password**.
Resetting a password signs that person out of every device immediately. Tell them before you do
it, and have the new password ready to pass on.
### Disabling a user
Click **Disable** on the row. The confirmation reads `{name} will be signed out immediately and won't
be able to sign back in until re-enabled.` Confirm with **Disable user**.
Disabling is the right way to handle someone leaving:
* Their account, and everything attached to it, is kept.
* They are signed out at once and cannot sign back in.
* **Their seat is freed**, so you can create a replacement without upgrading your plan.
Click **Enable** to bring the account back. Re-enabling needs a free seat, so if you have filled the
gap in the meantime you may hit the seat limit.
You cannot disable your own account.
## Next steps
Organising the inbox and deciding who sees what.
What each person controls for their own account.
Connecting an embedded host to this workspace.
Seat limits and what each plan includes.