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

# People & access

> Invite people, set product roles and reporting managers, and disable or remove members.

**People & access** is where an admin manages who can use Doris. Go to **Settings > Workspace > People & access**.

The header shows how many people and workspace integrations you have. If your plan has a seat limit, it also shows "N of M seats used".

## Invite people

<Steps>
  <Step title="Open the invite dialog">
    Select **Invite people**. The **Invite members** dialog opens.
  </Step>

  <Step title="Enter email addresses">
    In **Email addresses**, enter one or more addresses. Separate them with commas, spaces or new lines.
  </Step>

  <Step title="Choose a role">
    Choose **Admin**, **Manager** or **Member**. All people in one invite get the same role.
  </Step>

  <Step title="Send">
    Select **Send invites**. Doris skips an address that is already a member or belongs to another workspace, and tells you why.
  </Step>
</Steps>

An invited person shows as **Invited** until they accept. An invitation uses a seat.

When all seats are in use, **Invite people** is off. The page says "All N seats are in use. Free a seat or talk to your Doris contact." See [Billing](/settings/billing).

## Product roles

| Role                | Can do                                                                                                   |
| ------------------- | -------------------------------------------------------------------------------------------------------- |
| **Workspace admin** | Everything a Manager can do. Also manages workspace settings, integrations, people and billing           |
| **Manager**         | Everything a Member can do. Also sees leadership views and team email summaries for their reporting team |
| **Member**          | Uses Doris for their own meetings, deals and records                                                     |

The invite dialog calls the admin role **Admin**. The people table calls it **Workspace admin**.

## Manage a person

Each row in the table shows **Person**, **Lifecycle**, **Product role**, **Reporting**, **Integration coverage** and **Scoped access**. Open the row menu (**…**) to change a person.

| Menu item             | What it does                                                        |
| --------------------- | ------------------------------------------------------------------- |
| **Product role**      | Changes the role to **Workspace admin**, **Manager** or **Member**  |
| **Reporting manager** | Sets who the person reports to, or **No reporting manager**         |
| **Disable member**    | Stops access. You can enable the person again later                 |
| **Enable member**     | Gives access back to a disabled person                              |
| **Remove member**     | Removes the person from the workspace. Their history stays in Doris |
| **Resend invitation** | Sends the invite again. For invited people only                     |
| **Cancel invitation** | Withdraws the invite. For invited people only                       |

Doris asks you to confirm before it disables or removes a person.

Reporting managers decide who a Manager's team summaries cover.

### Integration coverage and scoped access

**Integration coverage** shows whether each workspace connection covers the person, for example **Managed**, **Personal** or **Action required**. To change it, use the connection's **Coverage** tab. See [Coverage](/sources#coverage).

**Scoped access** shows roles that apply to one connection only. Give scoped access on the connection's **Access** tab.

## Groups

Groups exist only in managed workspaces. The **Groups** tab appears when the workspace has at least one group.

Groups let you set integration coverage for a team at one time. There are two kinds:

* **Directory sources**: groups that Doris reads from Microsoft 365, Google Workspace or Salesforce. You cannot edit them in Doris. Select **Sync Microsoft 365** (or the source name) to refresh them.
* **Workspace groups**: groups you create in Doris. Select **Create group**, enter a **Group name**, then select **Create**.

Use a group in a **Group policy** on a connection's **Coverage** tab.