> ## Documentation index
> Fetch the complete documentation index at: https://docs.prescientai.com/llms.txt
> Use this file to discover all available pages before exploring further. Add `.md` to any page URL to get that page as Markdown.

# Roles and members

> Reference for permissions by role, member statuses, table columns, the actions menu, the error messages, and the rules that protect the last Admin.

This page lists the two roles of a workspace, **Admin** and **Viewer**, what each role can do in **Settings**, and the values of the **Members** tab.

## Roles

| Role       | What the role is for                                                                                                                  |
| ---------- | ------------------------------------------------------------------------------------------------------------------------------------- |
| **Admin**  | Can do everything that a Viewer can do, and manages the workspace: the display currency, the members, the API keys, and the billing.  |
| **Viewer** | Can use the product areas of the workspace and can see the **Workspace** tab and the **Members** tab without controls to change them. |

## Actions by role

The product has no text that explains the roles. This table lists what the interface shows to each role.

| Action                                                            | Admin | Viewer |
| ----------------------------------------------------------------- | ----- | ------ |
| See the Workspace tab                                             | Yes   | Yes    |
| Change the display currency                                       | Yes   | No     |
| See the list of members                                           | Yes   | Yes    |
| Invite a person or send an invitation again                       | Yes   | No     |
| Change the role of a person                                       | Yes   | No     |
| Remove a person                                                   | Yes   | No     |
| See the API keys tab, create a key, and revoke a key              | Yes   | No     |
| See the Billing tab and open the billing portal                   | Yes   | No     |
| See the banner about a subscription that is past due              | Yes   | No     |
| Get the email about an interrupted connection or a failed payment | Yes   | No     |

The table covers **Settings** and the emails. Some product areas also keep an action for an Admin. The pages of each product area state those rules. For Data Center, see [Roles and permissions in Data Center](https://docs.prescientai.com/reference/data-center/roles-and-permissions). In Media Forecaster, an Admin can rename, delete, or retry a shared plan of a teammate. See [Manage plans](https://docs.prescientai.com/media-forecaster/manage-plans).

## Columns of the Members table

| Column      | What it shows                                                      |
| ----------- | ------------------------------------------------------------------ |
| **Name**    | The name of the person. Your own row has **(you)** after the name. |
| **Email**   | The email of the person.                                           |
| **Role**    | **Admin** or **Viewer**.                                           |
| **Status**  | **Active**, **Pending**, or **Invited**.                           |
| **Actions** | The menu of actions for the row. Only an Admin sees this column.   |

## Actions menu

| Menu item         | What it does                                                                                                 |
| ----------------- | ------------------------------------------------------------------------------------------------------------ |
| **Resend invite** | Sends the invitation again.                                                                                  |
| **Edit role**     | Opens the **Edit role** dialog. The item is not available on your own row.                                   |
| **Remove**        | Opens a confirmation, then removes the person from the workspace. The item is not available on your own row. |

## Member statuses

| Status      | What it means                                                                                            |
| ----------- | -------------------------------------------------------------------------------------------------------- |
| **Active**  | The person is a member of the workspace. The actions menu has **Edit role** and **Remove**.              |
| **Invited** | The product sent an invitation and the person is not yet Active. The actions menu has **Resend invite**. |
| **Pending** | The person is not yet Active. The actions menu has **Resend invite**.                                    |

## Rules for a change of members

| Subject                               | Rule                                                                                                                                                                                                        |
| ------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Invitation fields                     | Each of the 4 fields is required: **First name**, **Last name**, **Email**, and **Role**.                                                                                                                   |
| Person who has a Prescient AI account | The product adds the person to the workspace and sends the email **Your Prescient AI sign-in code**. The person does not get the invitation email.                                                          |
| Access after an invitation            | The product gives the person access when you send the invitation.                                                                                                                                           |
| Your own row                          | You cannot change your own role, and you cannot remove yourself.                                                                                                                                            |
| Last Admin                            | A workspace keeps 1 Admin or more. You cannot change the role of the last Admin or remove the last Admin.                                                                                                   |
| Person who has not signed in          | A row that is not Active has only **Resend invite**. You can change the role or remove the person after the person is Active.                                                                               |
| Effect of a removal                   | The confirmation says that the person loses access to the workspace at the next sign-in, and that the account and the other workspaces of the person do not change.                                         |
| Single sign-on                        | When single sign-on manages a workspace, the **Members** tab has no controls to invite a person, change a role, or remove a person. The tab says that membership and roles come from the identity provider. |

## Table limits

| Subject        | Value                                                |
| -------------- | ---------------------------------------------------- |
| Rows on a page | 15.                                                  |
| Search         | The search field finds a member by name or by email. |

## Messages

| Message                                                                                                             | What it means                                                                                                      |
| ------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------ |
| **First name is required.**                                                                                         | Type the first name of the person.                                                                                 |
| **Last name is required.**                                                                                          | Type the last name of the person.                                                                                  |
| **Email is required.**                                                                                              | Type the email of the person.                                                                                      |
| **Enter a valid email address.**                                                                                    | The text in **Email** is not an email address. Correct it.                                                         |
| **Select a role.**                                                                                                  | Select **Admin** or **Viewer**.                                                                                    |
| **This domain uses single sign-on. Access is granted through the customer's identity provider, not by invitation.** | The domain of the email uses single sign-on. Give the person access at the identity provider of that organization. |
| **No outstanding invite for that email in this organization.**                                                      | The product has no open invitation for the email. Send a new invitation with **Invite member**.                    |
| **That person is already a member of this organization.**                                                           | The person has access to the workspace. The product does not send an invitation.                                   |
| **You can't change your own role.**                                                                                 | A different Admin must change your role.                                                                           |
| **You can't remove yourself from this organization.**                                                               | A different Admin must remove you.                                                                                 |
| **You don't have permission to manage this organization's members.**                                                | You are not an Admin of the workspace. Ask an Admin to make the change.                                            |
| **No members match your search**                                                                                    | No name or email contains the text in the search field.                                                            |

Two more messages say that a workspace must keep an Admin: one for a change of the role of the last Admin, and one for the removal of the last Admin. Each change is possible after a different person is an Admin.

If the list of members does not load, the tab says to refresh the page and, if the problem continues, to contact support.

## Related

- [Account and settings](https://docs.prescientai.com/account): the guides and the concepts of the product area.
- [Invite and manage members](https://docs.prescientai.com/account/manage-members): the steps to invite a person, change a role, and remove a person.
- [Workspaces and organizations](https://docs.prescientai.com/account/workspaces): what belongs to a workspace and what belongs to a person.
- [Single sign-on](https://docs.prescientai.com/account/single-sign-on): what changes on the **Members** tab with single sign-on.
