> ## Documentation Index
> Fetch the complete documentation index at: https://docs.generalmagic.insure/llms.txt
> Use this file to discover all available pages before exploring further.
# Inviting your team and assigning access
> Add brokers to your Edward workspace and control which carriers, products, and regions each person can access.
As an admin, you decide who's on your Edward workspace and what each person can see. Access is scoped per person, so brokers only get answers from the documents relevant to their book.
## Watch: managing your team
Prefer to watch? This short video walks through inviting members and setting each person's access.
## Roles
There are two roles in a brokerage workspace:
| Role | What they can do |
| ---------- | -------------------------------------------------------------------------------------------- |
| **Admin** | Invite and manage brokers, assign access, and manage the document library. |
| **Broker** | Ask underwriting questions within the carriers, products, and regions they've been assigned. |
The first admin account is created for you during setup. You can invite additional people as either brokers or admins.
## Inviting a broker
In the left nav, open **Brokerage**. You'll see everyone on your workspace with their role and access, and how many members are active or invited.
Click **Invite**, enter their email address, and choose their role, Admin or Broker. They'll receive an email link to sign in and set up their account.
Choose the carriers, products, and regions they can query, plus a default region. New members inherit the brokerage's tags by default; customize per person as needed.
## Assigning access (scopes)
Each broker's access is defined by three scopes plus a default:
* **Carriers:** which carriers' documents they can query.
* **Products:** which lines of business they work with.
* **Regions:** which regions they operate in.
* **Default region:** the region Edward assumes when a broker doesn't specify one. This makes everyday questions faster, because they don't have to state their region every time.
A broker can only ever see documents that fall within their assigned scopes, plus any general documents you've made available to the whole brokerage. Assigning scopes tightly keeps answers relevant and prevents brokers from pulling in carriers or regions they don't handle.
Follow the principle of least privilege: give each broker access to only the carriers, products, and regions they actually work with. You can always widen access later.
Keep your underwriting library accurate and current.