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

# Members and roles

> Invite and manage team members, and control what each role can access in Francis.

The Members page is under **Settings > Workspace > Members**. It shows all current and invited members, their roles, and any pending invitations. Owners and Admins can invite new members and manage existing ones.

## Invite members

Owners, Admins, Editors, and Viewers have workspace-wide access, so you invite them from the Members page:

1. Go to **Settings > Workspace > Members**
2. Click **Invite member**
3. Enter the invitee's email address
4. Select their role
5. Click **Invite**

The invitee receives an email with steps to join your workspace.

Limited Viewers are the exception. Their access is scoped to specific sheets and dashboards, so you invite them from the sheet or dashboard itself rather than from the Members page. See [Limited Viewer](#limited-viewer) below.

## Remove members

1. Go to **Settings > Workspace > Members**
2. Click the gear icon next to the member's name
3. Select **Remove from workspace**

The member loses access immediately. Any work they contributed stays in place. Re-invite them if they need access again.

## Transfer ownership

Only an Owner can promote another member to Owner.

1. Go to **Settings > Workspace > Members**
2. Click the gear icon next to the new Owner's name
3. Select **Make owner**

Francis supports multiple Owners, so you don't need to remove yourself first. Once the new Owner is in place, change your own role to Admin, Editor, or Viewer as appropriate.

## Roles

Francis has five roles: Owner, Admin, Editor, Viewer, and Limited Viewer. Change a member's role at any time by clicking the gear icon next to their name on the Members page.

| Permission | Viewer | Editor | Admin | Owner |
| :- | :-: | :-: | :-: | :-: |
| Transfer ownership | | | | X |
| Delete workspace | | | | X |
| Invite and manage Owners | | | | X |
| Enable AI features | | | | X |
| Invite and manage Admins, Editors, and Viewers | | | X | X |
| Rename workspace | | | X | X |
| Manage and update subscription | | | X | X |
| Manage and update billing details | | | X | X |
| View billing history and invoices | | | X | X |
| Connect and configure data sources | | X | X | X |
| Update account mappings | | X | X | X |
| Create and edit models | | X | X | X |
| Create and edit charts and dashboards | | X | X | X |
| Set status indicators and row descriptions | | X | X | X |
| Configure breakdowns | | X | X | X |
| Update forecast start and last close | | X | X | X |
| Sync connected data sources | (X) | X | X | X |
| View models and reports | X | X | X | X |
| Download reports and export to Excel | X | X | X | X |
| View saved versions | X | X | X | X |
| View journal entry drill-down | X | X | X | X |
| Comment and resolve threads | X | X | X | X |

**(X)** Viewers can sync data sources when an Owner or Admin enables **Allow viewers to refresh data sources** in workspace settings.

### Owner

The member who creates the workspace is assigned Owner and holds the highest level of access. Owners can invite, remove, promote, or demote any member and are the only role that can delete the workspace or enable [AI features](/features/using-francis/ai-agent). Francis supports multiple Owners.

### Admin

Admins share nearly all Owner permissions but cannot delete the workspace or modify the Owner's role. They can invite, remove, promote, or demote any member except the Owner.

### Editor

Editors have full access to all models and can collaborate on modeling, account mapping, forecasting, and consolidation. They cannot manage members or delete the workspace.

### Viewer

Viewers can see all models, download reports, and view journal entry details. They cannot make changes to models or manage members.

### Limited Viewer

Limited Viewers have the same permissions as Viewers but restricted to specific sheets and dashboards. Use this role for department heads or budget owners who need access to their own slice of the model without seeing the full financials.

Because their access is scoped to individual sheets and dashboards, Limited Viewers are invited from the model, not from the Members page:

1. Open the sheet or [dashboard](/features/using-francis/dashboards) you want to share
2. Click the three-dot menu on the sheet or dashboard
3. Select **Share**
4. Enter the invitee's email address and confirm

The invitee receives an email and joins the workspace as a Limited Viewer with access to that sheet or dashboard only. To give the same person access to more than one sheet or dashboard, repeat the invite from each one. Once they've joined, they appear on the Members page alongside everyone else, where an Owner or Admin can change their role or remove them from the workspace.

<Note>
  Limited Viewers are available on all plans as an add-on.
</Note>

## FAQ

<AccordionGroup>
  <Accordion title="Can you change ownership from someone else to me?">
    No. For security, Francis support doesn't change roles or ownership on your behalf. Ask a current Owner to promote you under **Settings > Workspace > Members**. The same applies to removing a member: an Owner or Admin does it in the app.
  </Accordion>

  <Accordion title="Can I have multiple Owners?">
    Yes. Francis supports multiple Owners in the same workspace.
  </Accordion>
</AccordionGroup>


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.