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

# Members

> Bring your team into your workspace: agency managers run a team, operators work on the sites you assign them, and everyone spends from budgets you set.

Members is how an agency brings its team into WPOS. Everyone works in the same
[Workspace](/agencies/workspace) under their own login, and each person sees
only the sites you give them. Open **Members** in the left nav at
[app.wpos.ai](https://app.wpos.ai) to manage who is on the team, what role they
hold, and how many credits they can spend.

<Note>
  Members is part of the paid plans. On the Free plan it does not appear in the
  left nav. See [Billing](/agencies/billing).
</Note>

## Roles

Every person in a workspace holds one of three roles.

| Role               | Who it is for                              | What they see                                           | What they manage                                                                                                                                                             |
| ------------------ | ------------------------------------------ | ------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Owner**          | The person who created the workspace.      | Every site and sandbox in the workspace.                | Everyone. The owner is the only one who can make someone an Agency Manager, reset a member's password, or move an operator to another manager, and holds billing by default. |
| **Agency Manager** | A team lead who runs a group of operators. | The sites assigned to them, plus sandboxes they create. | Their own operators: inviting them, assigning them sites, and giving them credits from the manager's own budget.                                                             |
| **Operator**       | The person doing the work on client sites. | The sites assigned to them, plus sandboxes they create. | Nobody. Operators do not see the Members page.                                                                                                                               |

<Info>
  Nobody except the owner sees a client site until it is assigned to them. A new
  member with nothing assigned sees no client sites at all, so you decide
  exactly which clients each person can work on.
</Info>

Beyond the role, each member has their own set of permission switches, such as
whether they can add sites, create sandboxes, or reply to support tickets. Open
them from the **Permissions** arrow on the member's row.

<Frame caption="A member's permission switches, filtered to Sandbox. The chips along the top filter the list by area.">
  <img src="https://mintcdn.com/wpos/0iN1wl9s70lh6vWp/images/surfaces/members-permissions.png?fit=max&auto=format&n=0iN1wl9s70lh6vWp&q=85&s=c71b34a6bdbf223387949ccac0901333" alt="An Agency Manager's row on the Members page opened to show area filter chips and permission switches for viewing, creating, updating, migrating, and deleting sandboxes." width="1916" height="886" data-path="images/surfaces/members-permissions.png" />
</Frame>

## How a team is organized

Operators report to a manager, or to you. As the Members page puts it: "An
operator works for one agency manager. Anybody with no manager reports to you."

* On the owner's Members page, each manager's row shows how many operators
  report to them, for example **3 operators**. The team icon on that row
  unrolls the team underneath it, and a large team gets a **View all** link to
  a page of its own.
* To move an operator to another team, open the operator's three-dot menu,
  choose **Reassign manager**, and pick who they report to.
* When an operator changes teams, their unspent credits go back to the manager
  they are leaving (or to you), and the new manager can set them a fresh
  budget.

<Frame caption="The owner's view of a team: an Agency Manager's row, opened to show the operator who reports to them.">
  <img src="https://mintcdn.com/wpos/0iN1wl9s70lh6vWp/images/surfaces/members-team.png?fit=max&auto=format&n=0iN1wl9s70lh6vWp&q=85&s=cc02e34c5f6f7ef2f180cc208160f7ff" alt="The Members page showing an Agency Manager with a 1 operator badge and, nested under them, their Operator, each with a role and a credit budget." width="1920" height="885" data-path="images/surfaces/members-team.png" />
</Frame>

## The Members page

<Frame caption="The Members page: each person's role, credit budget, and row controls, with Add member at the top.">
  <img src="https://mintcdn.com/wpos/0iN1wl9s70lh6vWp/images/surfaces/members.png?fit=max&auto=format&n=0iN1wl9s70lh6vWp&q=85&s=812006be88440eaf4b3c27255b5d56ca" alt="The WPOS Members page listing an Agency Manager with a role dropdown, credits left and allotted, and icons for the team, permissions, assign sites, and more actions." width="1920" height="889" data-path="images/surfaces/members.png" />
</Frame>

Each person has a row with:

* **Name and email.**
* **Role.** A dropdown for anyone you manage. The owner can choose **Operator**
  or **Agency Manager**; a manager can only set **Operator**.
* **Credit budget.** How many credits they have left and how many they have been
  allotted.
* **Permissions.** The arrow that opens their permission switches.
* **Assign sites.** Choose which sites this person can see and work on. See
  [Assign sites](/agencies/assign-sites).
* **Three-dot menu.** **Reassign manager**, **Reset password**, and
  **Disable member**.

Anything waiting on you sits above the list: credit requests first, then access
requests. Invites that have not been accepted yet appear under **Pending
invites**, and people you have switched off appear under **Disabled accounts**.

### Adding people

Click **Add member** to open the invite screen. You can invite someone by email
or create an invite link, choose their role, and choose what they may do before
they join. Owners can invite either role; managers can invite operators. See
[Invite members](/agencies/invite-members).

## Credits for members

Members do not have credits of their own. Each one spends from a **credit
budget** that you give them out of the workspace's pool.

<Steps>
  <Step title="Open their budget">
    On the member's row, click their credit budget. The **Credits for** dialog
    shows the **Total credits you can give** and how many that member has now.
  </Step>

  <Step title="Give more or take back">
    Choose **Give more** to move credits from your pool into their budget, or
    **Take back** to return credits they have not spent yet. Credits already
    spent cannot be taken back.
  </Step>
</Steps>

An Agency Manager gives their operators credits out of the manager's own
budget, so **Total credits you can give** shows what the manager has left to
hand on.

### When a member runs low

A member asks for more with **Request Credits** at the bottom of the left nav.
They enter an amount and an optional reason, and the request goes to their
agency manager, or to the owner if they report to the owner. A member can have
one open request at a time and can withdraw it.

The request appears at the top of the approver's Members page with
**Approve** and **Decline**.

<Tip>
  Members are not billed per seat. Adding people to a workspace costs nothing
  by itself; they spend workspace credits inside the budgets you set. See
  [Billing](/agencies/billing).
</Tip>

## Access requests

When a member meets a control they are not allowed to use, such as adding a
site or creating a sandbox, they can press **Request access**. The button
changes to **Access requested**, and the request lands in the access requests
queue on the Members page. An Agency Manager decides requests from their own
team, except owner-level ones (destructive and billing permissions), which go
to the owner.

## Resetting a password

The owner can issue a member a new password from their three-dot menu with
**Reset password**. Their previous password stops working immediately. The new
one is shown once, so copy it and send it to them; after that it can only be
reset again. Ask them to change it once they are in.

## Disabling and re-activating a member

Choose **Disable member** from the three-dot menu. Before anything happens, the
dialog shows exactly what will change:

* **Loses access to this workspace.** Takes effect on their next request.
* **Their sites are unassigned.** The sites stay in the workspace, ready to give
  to someone else.
* **Unspent credits are returned** to whoever granted them. Credits already
  spent do not come back.
* **A manager's team is handed on.** When you disable an Agency Manager, you
  choose who takes their operators. The operators keep their own budgets.
* **Their login is disabled, not deleted,** if this workspace created it. A
  login they had before joining, or one they also use for another workspace or
  their own sites, is left switched on and only loses access to yours.

A disabled member can still sign in, but sees that their account was switched
off and cannot use WPOS. Their page unlocks by itself once they are
re-activated.

To bring someone back, find them under **Disabled accounts** on the Members page
and click **Re-activate**. They return at the role they held. Their credit
budget and site assignments are not restored, so give them those again.

<CardGroup cols={2}>
  <Card title="Invite members" icon="user-plus" href="/agencies/invite-members">
    Add agency managers and operators by email or with an invite link.
  </Card>

  <Card title="Assign sites" icon="list-check" href="/agencies/assign-sites">
    Choose each member's sites and give them their own WordPress login.
  </Card>
</CardGroup>
