# Team Management

_Settings & Administration_

Invite team members, assign roles, and manage permissions.

## Steps
1. Go to Settings > Account and scroll to the Team section.
2. Click "Invite" to add a team member by email.
3. Assign a role: Owner, Admin, Executive, Director, Team, Support, Partner, Viewer, Client, or Board.
4. Create custom roles with specific permission sets for fine-grained access control.

## Tips
- Each role has predefined permissions — see the role descriptions for details.
- Custom roles let you mix and match individual permissions.
- Suspended users lose access immediately.

## Example
A growing team adds 4 new people: a Director (full access except billing), 2 Team members (CRM-only, no Settings), and a Viewer (read-only — for the auditor doing Q4 reporting). Each gets the right permissions in under 60 seconds via the standard roles, no custom-role surgery needed.

## Troubleshooting
- **Team member can't log in after being invited** — Invite may have expired (7 days), or the member used a different email than the invite was sent to. Fix: Settings > Account > Members. Find the pending invite and click Resend. The member must use the exact email the invite was sent to.

## Error messages
- `Invite already sent` — An invite was already sent to this email. Check Settings > Members for the pending invite.
- `Invalid email format` — The email address format is incorrect. Check for typos.