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

# Team Management

> Add teammates, set roles, and control who sees what in ClosedLoop AI. Workspace settings, billing access, and per-feature permissions in one place.

ClosedLoop AI organizes everything around teams (workspaces). Each team has its own integrations, product intelligence, and billing. Your entire team gets access to the same autonomous insights, opportunities, and customer intelligence.

## Roles & Permissions

Every team member has one of three roles:

| Permission                   | Owner | Admin | Member |
| ---------------------------- | ----- | ----- | ------ |
| View insights & intelligence | Yes   | Yes   | Yes    |
| View analytics               | Yes   | Yes   | Yes    |
| Manage integrations          | Yes   | Yes   | No     |
| Manage billing               | Yes   | Yes   | No     |
| Manage members               | Yes   | Yes   | No     |
| Manage team settings         | Yes   | Yes   | No     |
| Transfer ownership           | Yes   | No    | No     |

<Note>Admins have nearly identical permissions to owners. The key difference is that only the owner can transfer team ownership.</Note>

### Granular Permissions

Members can be granted specific permissions beyond their default role:

* `can_manage_integrations`: Connect and configure data sources
* `can_manage_billing`: View and manage subscription and billing
* `can_manage_members`: Invite, remove, and change roles of team members
* `can_manage_team_settings`: Rename workspace, edit slug, configure settings
* `can_view_analytics`: Access analytics dashboards (enabled by default for all roles)

<Tip>Use granular permissions to give specific members access without promoting them to admin. For example, grant `can_manage_integrations` to a team lead who manages your data sources.</Tip>

## Inviting Members

<AccordionGroup>
  <Accordion icon="envelope" title="Send an invitation">
    1. Go to **Settings** → **Team** → **Members**
    2. Click **Invite Member**
    3. Enter the email address
    4. Select a role: **Member**, **Admin**, or **Owner**
    5. Optionally add a personal message
    6. Optionally override default permissions for the role
    7. Click **Send Invitation**

    The invitee receives an email with a link to accept. The invitation expires after **7 days**.
  </Accordion>

  <Accordion icon="rotate" title="Resend or cancel invitations">
    **Resend:** Click the resend button next to a pending invitation. This generates a new token and extends the expiration by 7 days. Resends are limited to 3 per email per day.

    **Cancel:** Click cancel to revoke a pending invitation. The invitation link becomes invalid immediately.
  </Accordion>
</AccordionGroup>

## Managing Members

### Change a Member's Role

1. Go to **Settings** → **Team** → **Members**
2. Click the role dropdown next to the member
3. Select the new role
4. Confirm the change

<Warning>Changing a member's role resets their permissions to the new role's defaults. Any custom granular permissions will be overwritten.</Warning>

### Remove a Member

1. Go to **Settings** → **Team** → **Members**
2. Click **Remove** next to the member
3. Confirm removal

Removed members immediately lose access to the team's data and integrations.

### Update Granular Permissions

1. Go to **Settings** → **Team** → **Members**
2. Click the permissions icon next to a member
3. Toggle individual permissions on or off
4. Save changes

## Ownership Transfer

Transferring ownership gives another member full control of the team, including billing and the ability to delete the workspace.

<AccordionGroup>
  <Accordion icon="shield" title="Transfer ownership">
    1. Go to **Settings** → **Team** → **Members**
    2. Click **Transfer Ownership** next to the member you want to promote
    3. Verify your identity:
       * **If 2FA is enabled:** Enter your TOTP code
       * **If password login:** Enter your password
       * **If SSO-only:** Confirm via email link (expires in 1 hour)
    4. The transfer completes: you become an admin, and the new owner gains full control
  </Accordion>
</AccordionGroup>

<Warning>Ownership transfer is a significant action. The new owner gains full control including billing management. You will be demoted to admin.</Warning>

## Team Settings

### Workspace Name & Slug

* **Name**: The display name for your team (visible in the dashboard and emails)
* **Slug**: The URL-friendly identifier for your workspace

To update: go to **Settings** → **Team** and edit the name or slug.

### Website & Vendor Domains

Your team's website URL is used for:

* **AI context**: Helps the AI understand your product for better analysis
* **Internal domain detection**: Identifies internal vs. external participants in meetings and calls
* **Vendor domain list**: Automatically extracted from your website URL

To update: go to **Settings** → **Team** → **Website**.

## Company Settings

### Domains

Configure your company's email domains to help ClosedLoop AI distinguish internal team members from external customers in conversation data.

### Competitors

Track your competitive landscape:

* Add competitor companies and their products
* Include product website URLs and descriptions
* Specify why each company is a direct competitor
* ClosedLoop AI uses this data to identify competitive mentions in customer conversations

To manage: go to **Settings** → **Company** → **Competitors**.

### AI Context

Customize how ClosedLoop AI analyzes your data:

* **Strategy**: High-level product strategy context for the AI
* **Ignore list**: Topics or keywords the AI should disregard
* **Custom instructions**: Specific analysis instructions for your use case

To configure: go to **Settings** → **Company** → **AI Context**.

### Customer Segments

Create custom segments to categorize your customers:

* **Name**: Segment label (e.g., "Enterprise", "Trial users")
* **Color**: Visual identifier in the dashboard
* **Rules**: Filter criteria (AND/OR logic)
* **Description**: What this segment represents

Segments help you filter insights and opportunities by customer type, making it easier to prioritize product decisions.

To manage: go to **Settings** → **Company** → **Segments**.

## Plan Types

| Plan       | Description                                   |
| ---------- | --------------------------------------------- |
| Free       | 100,000 credits/month, basic features         |
| Starter    | Higher credit limits, additional integrations |
| Pro        | Advanced analytics, priority processing       |
| Enterprise | Custom limits, dedicated support, SLA         |

<Card title="Manage Your Team" icon="users" href="https://app.closedloop.sh/settings/team">
  Invite members and configure your workspace settings
</Card>