---
title: "Team and workspaces: invite, change roles, remove, switch"
description: "Manage members on the Team page, handle pending invitations, leave a workspace, and switch between workspaces."
url: https://help.k3x.ai/en/articles/123-team-and-workspaces-invite-change-roles-remove-switch
collection: "Account, Team and Security"
updated: 2026-10-04
language: en
---

# Team and workspaces: invite, change roles, remove, switch

Manage members on the Team page, handle pending invitations, leave a workspace, and switch between workspaces.

Team management happens in **Settings → Team**. You need the Owner or Administrator role to change anything there.

## Invite a member

1.  Click **\+ → Invite team** in the top bar, or open **Settings → Team**.
    
2.  Enter the email address and pick a role: Administrator, Sales Manager or Sales Representative.
    
3.  Send. The invitation sits under **Pending Invitations** until it is accepted.
    

Seats are unlimited, so inviting more people does not change your bill.

## Pending invitations

-   Did not arrive? Ask your teammate to check spam, then send the invitation again from the Team page.
    
-   Sent to the wrong address? Remove the pending invitation and send a new one. The same email cannot have two open invitations.
    
-   Your teammate already has a K3X account? The link signs them in and adds the workspace. No new sign-up.
    

## Change a role

1.  Open **Settings → Team**.
    
2.  Find the member and pick the new role.
    
3.  Ask them to refresh the app.
    

The Owner's role cannot be changed here. Email `hey@k3x.ai` to transfer ownership.

## Remove a member

Remove from the same Team page. The member loses access to this workspace immediately. They keep their K3X account and any other workspaces they belong to. Records they owned stay in place; reassign them with **Assign** in the Action Bar or on each record page.

Before removing someone who sends a lot of email, note that their connected mailbox goes with them. Emails already on the timeline stay.

## Leave a workspace

Non-owners can leave from **Settings → Membership**. Owners cannot leave their own workspace until ownership is transferred.

## Switch workspaces

The same email can belong to many K3X workspaces, with a different role in each.

1.  Click your **avatar** in the top right.
    
2.  Under **Switch workspace**, click the one you want. Your role is listed under each.
    

Each workspace has its own records, pipelines, agents, phone numbers, credits and billing. Nothing is shared between them.

## Related

-   Roles and permissions: Owner, Administrator, Sales Manager, Sales Representative
    
-   Invite your team
    
-   Create or join a workspace