# Managing Team Members

> Source: https://docs.trailspark.ai/team-management/managing-team-members

## Viewing Members

Navigate to the **Users** page to see all members. Each entry shows the member's name, email, role badge, and an actions menu.

## Changing a User's Role

Requires **Owner** or **Admin** role.

1. Find the member on the Users page
2. Click the actions menu (three dots)
3. Select **Edit Role**
4. Choose the new role (Admin, Editor, Viewer, or Billing)
5. Click **Save**

The change takes effect immediately.

> [!NOTE]
> The **Edit Role** option is not available for the Owner. To change the Owner, use the ownership transfer process below.

## Removing a Member

1. Click the actions menu for the member
2. Select **Remove**
3. Confirm in the dialog

> [!WARNING]
> Removal is immediate and cannot be undone. The user loses all access and would need a new invitation to rejoin. If the removed member was your billing contact, the workspace no longer has one — billing emails fall back to the workspace contact email until you name someone else.

## Billing Contact

The **Billing contact** card at the top of the **Users** page names the one person who receives your workspace's invoices, receipts, and billing notices. Requires **Owner** or **Admin** role to change.

The card shows one of three states:

- **A named contact** — their name and email. Any member can be the billing contact; naming them doesn't change their role.
- **No billing contact named yet** — the card shows your workspace contact email with the note *"Workspace contact email — no billing contact named yet"*. Billing emails go there until you name someone.
- **Named but hasn't signed in yet** — a contact you added by email who hasn't set a password. They still receive every billing email; signing in is optional for them.

### Choosing an existing member

Click **Choose a member** (or **Change** if a contact is already named), pick a member of this workspace from the list, and confirm. As the dialog says, *"Their role stays as it is."*

### Adding a new billing contact

For someone who isn't a member yet — typically your accounts-payable contact:

1. Click **Add new billing contact**
2. Enter their **First name**, **Last name**, and **Email address**
3. Click **Add billing contact**

They're added to the workspace with the **Billing** role (invoices and usage only — see [Understanding User Roles](https://docs.trailspark.ai/getting-started/understanding-user-roles)) and named as the billing contact in one step. They receive an email with the subject **You're the billing contact for \<workspace> on Trailspark**, which says who named them, that invoices and billing notices will come to their address, and that signing in is optional: it includes a link to set a password if they'd like to view invoices and usage themselves. The link is good for an hour; they can request a fresh one at any time from the sign-in page with **Forgot password**, or you can click **Resend welcome** on the card while they still haven't signed in.

If the email you enter already belongs to a Trailspark user, that person is added to the workspace with the Billing role (or simply named, if they're already a member) — no new account is created.

### What the billing contact affects

- Every billing email — receipts, payment notices, usage warnings, expanded-limits reminders — goes to the billing contact. See [Managing Billing](https://docs.trailspark.ai/billing-plans/billing-management#who-receives-billing-emails).
- The name and email on your Stripe invoices update automatically whenever the billing contact changes, so invoices are always addressed to the right person.
- Changing or clearing the billing contact never removes anyone from the workspace.

## Transferring Ownership

The Owner cannot be removed directly. To remove the Owner or change who owns the organization:

1. Click the actions menu for the Owner
2. Select **Transfer & Remove**
3. Select the new Owner from the member dropdown
4. Click **Transfer & Remove** to confirm

The selected user becomes the new Owner, and the previous Owner is removed from the organization.

> [!WARNING]
> This is a combined operation -- the previous Owner is removed after transfer. If you want to keep them as a member, the new Owner must re-invite them and assign a role.

## Next Steps

- [Inviting Team Members](https://docs.trailspark.ai/team-management/inviting-users)
- [Understanding User Roles](https://docs.trailspark.ai/getting-started/understanding-user-roles)