> ## 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

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.

## 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.

## 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                                     | Owner | Admin | Editor | Viewer |
| :--------------------------------------------- | :---: | :---: | :----: | :----: |
| Transfer ownership                             |   X   |       |        |        |
| Delete workspace                               |   X   |       |        |        |
| Invite and manage Owners                       |   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. 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.

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

## FAQ

<AccordionGroup>
  <Accordion title="How do I transfer ownership of my workspace?">
    Go to **Settings > Workspace > Members**, click the gear icon next to the new Owner's name, and promote them to Owner. Then change your own role to Admin, Editor, or Viewer as appropriate. Francis supports multiple Owners, so you don't need to remove yourself first.
  </Accordion>

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