Application Admin can efficiently manage access by inviting members, adjusting roles, tracking member activity, and revoking permissions when necessary.

## **Inviting New Members**

To add a new member to an application, follow these steps:

1. Within the workspace, hover over the application name.

2. Click the ellipsis (**…**) icon

3. Select **"Permissions"** from the drop-down list. This will open the permissions management panel for the application.

4. Click "Add Members"**,** **Ensure that the user has already been invited to the workspace before adding them to a specific application.**

5. From the drop-down list, choose the member you want to invite.

6. By default, members are added as **Viewers**. To change their role, click on the role name and select the appropriate permission level from the drop-down list.

7. **Confirm the Assignment:** The selected user will now have the assigned role within the application.

**⚠️ Users must be invited to the workspace before they can be assigned a role to an application.**

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## **Modifying an Existing Member's Role**

To change a member’s role within an application:

1. Within the **workspace**, hover over the **application** name.

2. click the ellipsis (**…**) icon.

3. select **"Permissions"** from the drop-down list.

4. Find the **Member** whose **role** you want to modify.

5. Click on their current **role.**

6. select a new Role level from the drop-down list. For detailed information about **roles** levels, click [here](https://chatwoot.help/hc/datalexinghelp/articles/1783436878-role-levels-and-permissions#2-application-level-roles).

7. The updated **role** will take effect immediately.

---

## **Searching for Members by Name**

To quickly locate a specific **member** within an **application**:

1. Within the **workspace**, hover over the **application** name.

2. click the ellipsis (**…**) icon.

3. select **"Permissions"** from the drop-down list.

4. Use the **Search Bar,** Under the **Members** tab.

5. enter the **Member's** name in the search field.

---

## **Filtering Members by Role**

To **filter** **application** members based on their assigned **roles**:

1. Within the **workspace**, hover over the **application** name

2. click the **ellipsis (…)** icon

3. select **"Permissions"** from the list.

4. Click **"All Roles"** , Under the **Permissions** tab.

5. Choose the **role** you want to filter by.

---

## **Removing a Member from an Application**

If a **member** needs to be removed from an **application**:

1. Within the **workspace**, hover over the **application** name

2. click the **ellipsis (…)** icon

3. select **"Permissions"** from the list.

4. Locate the **member** in the **member** list.

5. Scroll to the end of the **table** and click the **trash icon** next to their name.

6. A warning message will appear—click **"Delete"** to finalize the removal.

⚠️ Removing a user from an application will revoke their access to that specific application. Their permissions will revert to their workspace-level or team-level role if applicable. To learn more about **Permission Hierarchy, click **[**here**](https://chatwoot.help/hc/datalexinghelp/articles/1783436878-role-levels-and-permissions#2-application-level-roles).

---

# **Managing Teams Permissions in Application**

## **Inviting New Teams**

To add a new **team** to an **application**, follow these steps:

1. Within the **workspace**, hover over the **application** name.

2. Click the ellipsis (**…**) icon

3. select **"Permissions"** from the drop-down list. This will open the permissions management panel for the **application**.

4. Click on **Teams** Tab

5. Click "**Add Team**"**,** **Ensure that the team has already been created in the workspace before adding them to a specific application.**

6. From the drop-down list, choose the **team** you want to **invite**.

7. By default, teams are added as **Viewers**. To change their **role**, click on the role name and select the appropriate permission level from the drop-down list.

8. The selected **team** will now have the assigned **role** within the **application**.

**Teams must be created to the workspace before they can be assigned a role to an application. to learn how to create a team click **[**here**](https://chatwoot.help/hc/datalexinghelp/articles/1783436878-role-levels-and-permissions#2-application-level-roles)**.**

---

## **Modifying an Existing Team’s Role**

To change a **team’s** role within an **application**:

1. Within the **workspace**, hover over the **application** name

2. click the ellipsis (**…**) icon

3. select **"Permissions"** from the drop-down list.

4. Click on **Teams** Tab

5. Find the **team** whose role you want to modify.

6. Click on their current **role** and select a new **Role** from the drop-down list. For detailed information about roles, click [here](https://chatwoot.help/hc/datalexinghelp/articles/1783436878-role-levels-and-permissions#2-application-level-roles).

7. The updated role will take effect immediately.

---

## **Searching for Teams by Name**

To quickly locate a specific **team** within an application:

1. Within the **workspace**, hover over the **application** name

2. click the ellipsis (**…**) icon

3. select **"Permissions"** from the drop-down list.

4. Click on **Teams** Tab

5. **Use the Search Bar,** Under the **Teams** tab

6. write the **team’s** name in the **search field**.

---

## **Filtering Teams by Role**

To filter **application** **Teams** based on their assigned **roles**:

1. Within the **workspace**, hover over the **application** name.

2. click the **ellipsis (…)** icon.

3. select **"Permissions"** from the list.

4. Click on **Teams** Tab.

5. Click **"All Roles”,** Under the **Permissions** tab.

6. Choose the **role** you want to **filter** by.

---

## **Removing a Team from an Application**

If a **Team** needs to be removed from an **application**:

1. Within the **workspace**, hover over the **application** name.

2. click the **ellipsis (…)** icon

3. select **"Permissions"** from the list.

4. Click on **Teams** Tab

5. Locate the Team in the Teams list.

6. Scroll to the end of the table and click the **trash icon** next to the team’s name.

7. A warning message will appear—click **"Delete"** to finalize the removal.

**⚠️ Removing a team from an application will revoke their access to that specific application. Their permissions will revert to their workspace-level or member-level role if applicable. To learn more about Permission Hierarchy, click **[**here**](https://chatwoot.help/hc/datalexinghelp/articles/1783284511-role-hierarchy-access-levels).