# Add a teammate

Add someone when they need their own access to Forge, for example a new office manager who will be raising quotes. Give each person their own account rather than sharing a login: that way you can always tell who did what.

## Before you start

Only give someone the level of access their job actually needs, and don't use a shared account or password as a shortcut.

## Add someone

1. Open **Settings → Users** and check whether they already have a Forge account.
2. If they do, give that account membership of the right workspace. If they don't, use your organisation's usual process to create one.
3. Pick a role:
   - **Viewer** can read workspace data but cannot change it.
   - **Editor** can make normal workspace changes.
   - **Admin** can manage workspace settings and membership.
4. Choose the lowest role that lets them do their job. Workspace admins can manage day-to-day membership; broader platform administration is a separate, higher level.

## Check it worked

Ask the person to sign in with their own account and confirm they can see the right workspace.

## Remove access

When someone no longer needs access, remove their workspace membership. This doesn't delete their past work.

## Prompts to try

```
List the members and roles for [workspace]. Identify who is an admin and do not change any access.
```

```
Before adding [person], show the workspace roles available and ask me to confirm the exact workspace and role. Do not create an account or grant access yet.
```

## Next steps

Review access whenever someone's role changes. If this is about someone else's data, an account recovery, or a deletion you're unsure about, use the privacy and recovery process first.

See [Privacy and recovery](/help/privacy-and-recovery) and [Connect your agent](/help/connect-mcp).