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Team Management

Collaborate with your team by inviting members and managing their permissions.

Roles Overview​

PlexMCP has four roles with different permission levels:

PermissionViewerMemberAdminOwner
View Dashboard✓✓✓✓
View MCPs✓✓✓✓
Use MCPs via API-✓✓✓
Create API Keys-✓✓✓
Manage Own Keys-✓✓✓
Add/Edit MCPs--✓✓
Delete MCPs--✓✓
Invite Members--✓✓
Change Roles--✓✓
Remove Members--✓✓
Manage Billing---✓
Delete Organization---✓
Transfer Ownership---✓

Role Descriptions​

Viewer

  • Read-only access to dashboard
  • Cannot make changes or use API
  • Good for stakeholders and observers

Member

  • Can use MCPs via API
  • Can create and manage their own API keys
  • Cannot modify MCPs or team settings

Admin

  • Full MCP management access
  • Can invite and manage team members
  • Cannot access billing or delete org

Owner

  • Full access to everything
  • Manages billing and subscription
  • Can delete the organization
  • Only one owner per organization

Inviting Team Members​

  1. Navigate to Team in the sidebar
  2. Click Invite Member
  3. Enter their email address
  4. Select their role
  5. Click Send Invite

The invitee will receive an email with a link to join.

Managing Invitations​

Pending Invites​

View and manage outstanding invitations:

  • See when invite was sent
  • Resend the invitation
  • Cancel the invitation

Resending an Invite​

  1. Find the pending invite
  2. Click Resend
  3. A new email is sent

Canceling an Invite​

  1. Find the pending invite
  2. Click Cancel
  3. The invite link becomes invalid

Changing Roles​

To update a member's role:

  1. Find the member in the team list
  2. Click their current role
  3. Select the new role
  4. Confirm the change
note

You cannot change your own role or the owner's role.

Removing Members​

To remove someone from your organization:

  1. Find the member in the team list
  2. Click Remove
  3. Confirm the removal

When a member is removed:

  • They lose access immediately
  • Their API keys are revoked
  • Their activity history is preserved

Transferring Ownership​

Owners can transfer ownership to an admin:

  1. Go to Settings
  2. Find Transfer Ownership
  3. Select the new owner
  4. Enter your password to confirm
  5. Click Transfer

After transfer:

  • You become an Admin
  • The new owner has full control

Team Limits​

Based on your plan:

PlanTeam Members
Free1
Pro5
TeamUnlimited

Activity Log​

View team activity in the dashboard:

  • Who made what changes
  • When actions occurred
  • What was affected

This helps with:

  • Auditing changes
  • Troubleshooting issues
  • Compliance requirements

Best Practices​

Use Appropriate Roles​

Don't give more access than needed:

  • Developers → Member
  • Team leads → Admin
  • Finance/billing → Viewer with billing access

Review Access Regularly​

Periodically audit team access:

  • Remove inactive members
  • Downgrade roles when appropriate
  • Update roles for role changes

Document Your Team Structure​

Keep track of who has what access:

  • Maintain a team directory
  • Note the purpose of each role
  • Plan for succession

Troubleshooting​

Invite Not Received​

  • Check spam/junk folders
  • Verify the email address
  • Resend the invitation
  • Ask them to check their email filters

Cannot Change Role​

  • Verify you have Admin or Owner role
  • You cannot change your own role
  • You cannot change the Owner's role

Member Cannot Access MCPs​

  • Verify their role allows MCP access (Member or higher)
  • Check if specific API key permissions are set
  • Ensure the MCPs they need are active