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

# Invite your team

> Invite members to your organization, assign their roles, and grant live-chat seats.

export const urls = {
  app: "https://dashboard.hellotars.com",
  site: "https://hellotars.com",
  support: "mailto:support@hellotars.com",
  status: "https://status.hellotars.com"
};

At the end of this page, your members have organization access with the right roles, and your human agents hold live-chat seats.

## Before you start

Before you start, sign in to <a href={urls.app}>the dashboard</a> and select the organization you want to work in.

* You need the **Admin** role. Member management, **Roles & access**, and **Livechat seats** are admin-only.

<Warning>
  The Free plan allows one member and hides the invite button on the **Members** page. A card offers **Upgrade to invite** when you can manage billing. Otherwise it tells you to ask your billing admin to upgrade.
</Warning>

## Where team management lives

Open **Settings** and select **Organization** under the **Workspace** heading. This page holds your member list and invitations. Admins also see two extra pages here: **Roles & access** and **Livechat seats**.

## Pick the right role

Before you invite someone, open **Roles & access** to compare the five roles. See [Organizations and members](/docs/get-started/organizations-and-members) for what each role grants.

## Invite members

<Steps>
  <Step title="Open organization settings">
    Open **Settings**, then select **Organization** under **Workspace**.
  </Step>

  <Step title="Send an invitation">
    On the **Members** page, select the invite button. Enter the member's email address, choose a role, and send the invitation.

    <Check>
      The invitation appears under **Invitations** with the role you chose.
    </Check>
  </Step>

  <Step title="Adjust roles later if needed">
    Change a member's role from the **Members** page at any time.
  </Step>
</Steps>

## Grant live-chat seats

A seat lets a person reply to end users. Seats are independent of role, so you can assign one to any **Admin**, **Member**, or **Viewer**. The **Billing** and **Auditor** roles cannot hold a seat. Without a seat, Admins and Auditors can read conversations but cannot reply, and the other roles have no live-chat access.

<Steps>
  <Step title="Open the seat page">
    In **Organization** settings, select **Livechat seats**.
  </Step>

  <Step title="Check the seat counts">
    The stats card shows **Purchased**, **Assigned**, and **Available** seats.

    The page header carries **Buy seats**, or **Upgrade** on the Free plan. That control is absent unless you can manage billing.
  </Step>

  <Step title="Find the member">
    Use the **Search members by name or email…** field. You can also filter by role, or by **Seated** and **Not seated**.
  </Step>

  <Step title="Turn on the Seat toggle">
    Flip the switch in the **Seat** column of the member's row.

    <Check>
      A "Seat assigned" message appears, and the **Status** column shows **Seated**.
    </Check>
  </Step>
</Steps>

To seat several members at once, tick their checkboxes. A bar appears at the bottom with bulk assign and remove actions.

## Verify

Ask the invited member to sign in. The member appears in the seat table with their role and seat status. A member with a seat can open the inbox and reply to end users.

## Related pages

<CardGroup cols={2}>
  <Card title="Organizations and members" icon="users" href="/docs/get-started/organizations-and-members">
    How organizations, members, roles, and plans fit together.
  </Card>

  <Card title="Roles and permissions" icon="user-lock" href="/docs/guides/billing/roles-and-permissions">
    The five roles and the ten permissions each role grants.
  </Card>

  <Card title="Live-chat seats" icon="credit-card" href="/docs/guides/billing/live-chat-seats">
    Buy seats, assign them to members, and read the seat counts.
  </Card>

  <Card title="Live chat overview and seats" icon="headset" href="/docs/guides/live-chat/overview-and-seats">
    What a seat grants compared with an organization role.
  </Card>
</CardGroup>