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docs: update "Add member" instructions to be more consistent with UI #4243

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dannysheridan merged 2 commits into from
Mar 12, 2026
Merged

docs: update "Add member" instructions to be more consistent with UI #4243

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1fc3268
update instructions
devalog Mar 12, 2026
7233cc2
update wording
devalog Mar 12, 2026
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34 changes: 15 additions & 19 deletions fern/products/dashboard/pages/permissions.mdx
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Original file line number Diff line number Diff line change
Expand Up @@ -17,34 +17,20 @@ Only [Admins](#admin) can add members. Your [plan](#team-members-by-plan) determ
Navigate to the [Fern Dashboard](https://dashboard.buildwithfern.com/members) and select **Members** from the sidebar.
</Step>

<Step title="Invite a new member">
<Step title="Add a new member">

Select **Add member** and enter the email address of the person you want to invite.
</Step>
Select **Add member**, then choose one of the following to invite a member to your organization:

<Step title="Assign a role">
- **One-time link**: Assign a [role](#role-types) and configure [CLI access](#editor) for Editors. Then, select **Generate invite link** to create a one-time-use link you can share with anyone.
- **Email**: Enter an email address, assign a [role](#role-types), and configure [CLI access](#editor) for Editors. Then, select **Send invitation**.

Choose a [role](#role-types) for the new member: **Admin**, **Editor**, or **Viewer**. For Editors, you can also configure whether they have [CLI access](#editor).
The invitee receives an email with a link to join your organization in Fern.
</Step>

<Step title="Send the invitation">

Select **Send invite**. The invitee receives an email with a link to join your organization in Fern.
</Step>
</Steps>

To change a member's role or remove a member, go to the [Members](https://dashboard.buildwithfern.com/members) page and select the options menu next to the member's name.

## Team members by plan

Your [plan](https://buildwithfern.com/pricing) determines how many members you can add to your organization:

| Plan | Team members |
| ---------- | ------------ |
| Hobby | 2 |
| Pro | 5 |
| Enterprise | Custom |

## Role types

Each team member has an Admin, Editor, or Viewer role. By default, all members have Admin permissions unless you assign a different role.
Expand Down Expand Up @@ -83,3 +69,13 @@ Viewers have read-only access to the Dashboard (settings, analytics) and can dep
| Deploy previews | Yes | Yes | Yes |
| Generate locally | Yes | Yes | Yes |
| Use Fern Editor | Yes | Yes | No |

## Team members by plan

Your [plan](https://buildwithfern.com/pricing) determines how many members you can add to your organization:

| Plan | Team members |
| ---------- | ------------ |
| Hobby | 2 |
| Pro | 5 |
| Enterprise | Custom |
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