--- title: "Manage members, roles and licenses | Skipcall" description: "Invite members, change their role, assign or remove a license and control which workspaces they can access: managing members in Skipcall." url: https://skipcall.io/en/help/members-roles-licenses language: en last_updated: 2026-10-27 --- [Help center](https://skipcall.io/en/help) Search articles: CSV import, parallel dialer, HubSpot… Workspace and team # Manage members, roles and licenses Invite members, change their role, assign or remove a license and control which workspaces they can access: managing members in Skipcall. Updated on October 27, 2026 Members are managed at two levels: the organization (profile menu > **Settings > Members**) for invitations, roles, licenses and workspace access, and the workspace (**Configuration > Members**) for each person’s role in that workspace. ## Organization level: Settings > Members Open the profile menu (your name, bottom left) > **Settings**, then **Members** under **COMPANY**. At the top, a badge shows your plan and how many licenses are in use (for example “STARTER 2/4”), next to the **Invite** button. The table is split into two groups, **ACTIVE** and **INACTIVE**, with these columns: - **Member**: name, email and role badge - **Status**: **Active** or **Deactivated** - **License**: **No license** or an available license, with its remaining quotas - **Usage**: calls, text messages and automations used - **Workspace**: the workspaces the member can access (multiple choice) - **⋮** menu: **Edit**, and **Deactivate account** or **Reactivate account** ### Invite a member 1. Click **Invite**. 2. Enter their **Email**. 3. Pick a **Role**: **Admin**, **Member** or **Manager**. 4. Click **Invite**. The full setup (license, workspaces, phone number) is covered in [Add a sales rep](https://skipcall.io/en/help/add-a-sales-rep). ### Change a member’s organization role 1. Open the **⋮** menu on their row. 2. Click **Edit**. 3. Pick a **Role**: **Admin**, **Member** or **Manager**. 4. Click **Save**. The same window lets you update their first name, last name and email. ### Give or remove access to a workspace 1. Open the **Workspace** column on the member’s row. 2. Check or uncheck the workspaces you want. 3. Click **Close**. ## Licenses A license is a paid seat assigned to a member. Every active user needs one. Licenses form a pool at the organization level and are assigned one member at a time. - **Assign a license**: in the **License** column, pick an available license. - **Free up a license**: set the member to **No license**. The license becomes available for someone else. - **Track usage**: **Settings > Usage** shows one row per license, assigned or not, with its call, text message and automation counters for the current billing cycle. ### Add licenses 1. Go to **Settings > Licenses**, on the tab for your current billing cycle (the **−** and **+** buttons only work on that tab). 2. On the plan card, click **+** as many times as you need. 3. Review the summary and enter a promo code if you have one. 4. Click **Confirm and pay**. 5. Assign the new licenses in **Settings > Members**, **License** column. Plans and prices are on the [pricing page](https://skipcall.io/en/pricing); the **Settings > Licenses** screen is the reference. For a custom plan, contact the Skipcall team through the chat. See also [Plans and quotas](https://skipcall.io/en/help/plans-and-quotas). ## Workspace level: Configuration > Members This tab shows who can access the open workspace. Columns: **Member**, **Role** (**Admin** or **Member**), **Status** (**Active** or **Deactivated**) and a **⋮** menu. - **Change the workspace role**: **⋮** menu > the other role (for example **Member** for an admin). - **Remove someone from the workspace**: **⋮** menu > **Remove from workspace**. - **Reactivate a deactivated member**: **⋮** menu > **Reactivate**. - **Add a member**: pick them from the “Select a member…” list, then click **Add**. The list normally shows organization members who aren’t in this workspace yet. Someone completely new must first be invited in **Settings > Members**. The role and status shown here apply to this workspace only and can differ from **Settings > Members**. For licenses and account activation, go by **Settings > Members**. ## FAQ ### A colleague has left the company In **Settings > Members**, open the **⋮** menu on their row and click **Deactivate account**: this cuts off their access. Remember to reassign their phone numbers, sequences and tasks. To free up their license, set them to **No license**. ### I’m out of licenses Buy more in **Settings > Licenses** (see above), or free one up by setting a member who no longer needs it to **No license**. ### What exactly can a Manager or a Member do? The app doesn’t spell this out on screen. For a specific question about a role’s permissions, contact the Skipcall team through the chat. Was this article helpful? ## In the same topic [Configure a workspace The Configuration button holds every workspace setting: name, CRM integrations, tags, custom fields, members, phone numbers and permissions.](https://skipcall.io/en/help/workspace-settings) [Manage tags and custom fields Create, rename and delete qualification tags and custom fields in a Skipcall workspace, and see where they show up across the app.](https://skipcall.io/en/help/tags-custom-fields) [Manage phone numbers Assign a Skipcall number to a member, add your personal number and get an additional number: where phone numbers are managed in Skipcall.](https://skipcall.io/en/help/phone-numbers) [Manage multiple workspaces Switch between workspaces, use the All my workspaces view, create a new workspace and fix a failed workspace payment in Skipcall.](https://skipcall.io/en/help/manage-workspaces)