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

# Users & Workspaces

> Invite users, assign roles, manage permissions, and switch between workspaces.

Use **Users & Workspaces** settings to control who can access your workspace, what each person is allowed to manage, and which workspace you are currently working in.

<CardGroup cols={2}>
  <Card title="Users" icon="user-plus">
    Invite team members and assign them the right access level.
  </Card>

  <Card title="Roles" icon="shield-check">
    Create reusable permission sets for different responsibilities.
  </Card>

  <Card title="Workspaces" icon="building">
    Switch between workspaces or create a new one.
  </Card>

  <Card title="Access control" icon="lock">
    Limit access to Pearls, billing, phone numbers, API keys, users, and audit logs.
  </Card>
</CardGroup>

## Managing Users

The **Users** page lets workspace owners and admins invite new members, review existing users, and update their access level.

<Steps>
  <Step title="Open Users">
    Go to **Workspace > Users**.
  </Step>

  <Step title="Invite a user">
    Click **Invite User**, enter one or more email addresses, then choose the role to assign.
  </Step>

  <Step title="Review access">
    Confirm that each user has the correct role, such as **Owner**, **Admin**, or a custom role created for your team.
  </Step>
</Steps>

<Note>
  Give users the minimum access they need for their work. You can always update their role later as responsibilities change.
</Note>

## Managing Roles

Roles define what users are allowed to do in a workspace. You can use roles to separate responsibilities between admins, operators, support teams, billing teams, and other internal workflows.

To manage roles, go to **Workspace > Users**, then open the **Roles** tab.

<Steps>
  <Step title="Create a role">
    Click **Create Role** and enter a clear role name.
  </Step>

  <Step title="Select permissions">
    Choose which actions the role should allow.
  </Step>

  <Step title="Save the role">
    Click **Save Role** to make the role available when inviting or updating users.
  </Step>
</Steps>

Common permissions include:

* Creating and editing Pearls, including access to PearlVibe.
* Moderating activity status.
* Viewing analytics.
* Viewing and moderating leads.
* Viewing calls and post-call information.
* Managing phone numbers, agents, API keys, and users.
* Managing advanced settings, including security and sessions.
* Viewing the audit log.
* Managing account billing.

<Tip>
  Create role names that match real responsibilities, such as `Support`, `Operations`, `Billing`, or `Admin`.
</Tip>

## Switching Workspaces

If your account belongs to multiple workspaces, use the workspace switcher to move between them. The selected workspace controls which Pearls, activities, settings, billing, users, and logs you are viewing.

<Steps>
  <Step title="Open the workspace menu">
    Click the workspace name in the platform sidebar.
  </Step>

  <Step title="Choose a workspace">
    Select the workspace you want to manage from the list.
  </Step>
</Steps>

## Creating a New Workspace

You can create a separate workspace when you need to isolate teams, customers, projects, or billing.

<Steps>
  <Step title="Open the workspace menu">
    Click the current workspace name in the sidebar.
  </Step>

  <Step title="Create the workspace">
    Click **Create New Workspace**, enter a workspace name, then click **Create**.
  </Step>
</Steps>

<Warning>
  A new workspace has its own subscription and is billed separately.
</Warning>

## Related Settings

<CardGroup cols={2}>
  <Card title="Account Security Settings" icon="lock" href="/pages/security">
    Configure session timeout, audit logs, 2FA, and enterprise SSO.
  </Card>

  <Card title="Billing" icon="wallet" href="/pages/billing">
    Manage subscriptions, payment methods, invoices, and auto-recharge.
  </Card>
</CardGroup>