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> Use this file to discover available pages before exploring further.
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# Team Management

# Team Management

Add team members, manage permissions, and collaborate effectively.

## Adding Team Members

### Invite User

1. Go to **Settings** → **Team** (or **Admin** → **Users**)
2. Click **"Invite User"** or **"Add User"**
3. **Enter Details**:
   - **Email**: User's email address
   - **Name**: User's name (optional)
   - **Role**: Admin, User, or Guest
4. **Send Invitation**: Invitation email sent
5. **User Accepts**: User clicks link and sets password
6. **User Added**: Team member added

### Manual Creation

Create user directly:
1. Go to **Settings** → **Team**
2. Click **"Add User"**
3. **Enter Information**:
   - Name, email, password
   - Role assignment
4. **Save**: User created
5. **User Can Login**: User can sign in immediately

## User Roles

### Admin

Full access within tenant:
- **All Modules**: Access to all modules
- **Manage Users**: Can add/edit users
- **Settings**: Can modify settings
- **All Data**: View and edit all records
- **Billing**: Can manage billing (if permitted)

### User

Standard access:
- **Module Access**: Based on permissions
- **Own Data**: Full access to own records
- **Shared Data**: Access to shared records
- **Limited Settings**: Can modify own settings
- **No Billing**: Cannot access billing

### Guest

Limited read-only access:
- **View Only**: Can view but not edit
- **Restricted Modules**: Limited module access
- **No Creation**: Cannot create records
- **Read-Only**: View-only permissions

## Permissions

### Module Permissions

Control module access:
1. Go to **Settings** → **Team** → **Permissions**
2. **Select User**: Choose team member
3. **Module Access**: Enable/disable modules
4. **Save**: Permissions updated

### Record Permissions

Control data access:
- **View Own**: Only own records
- **View All**: All tenant records
- **Edit Own**: Edit own records
- **Edit All**: Edit all records
- **Delete**: Delete permissions

## Managing Team Members

### Edit User

1. **Open User**: Click team member
2. **Click "Edit"**: Edit button
3. **Make Changes**: Update information
4. **Save**: Changes saved

### Deactivate User

Temporarily disable access:
1. **Open User**: Click team member
2. **Click "Deactivate"**: Deactivate button
3. **Confirm**: User deactivated
4. **Can Reactivate**: Can reactivate later

### Remove User

Permanently remove:
1. **Open User**: Click team member
2. **Click "Remove"**: Remove button
3. **Confirm**: User removed
4. **Access Revoked**: User can no longer login

## Best Practices

1. **Start Small**: Add users as needed
2. **Use Roles**: Assign appropriate roles
3. **Set Permissions**: Configure access carefully
4. **Communicate**: Let users know they're added
5. **Review Regularly**: Review team access periodically
6. **Remove Promptly**: Remove users who leave
7. **Train Users**: Help new users get started

## Troubleshooting

**Can't add user?**
- Check subscription allows more users
- Verify email is valid
- Check user doesn't already exist
- Try different email

**User can't access module?**
- Check module permissions
- Verify module is active
- Check user role
- Verify subscription includes module

**Invitation not sending?**
- Check SMTP settings
- Verify email address
- Check spam folder
- Resend invitation

For more help, see [Common Issues](https://help.swellsystem.com/en/article/common-issues-solutions-1i0z5vq/).

## Next Steps

- [Account Settings](https://help.swellsystem.com/en/article/account-settings-l0236a/) - Manage your profile
- [Billing & Subscriptions](https://help.swellsystem.com/en/article/billing-subscriptions-1qwalvv/) - Add user add-ons
- [Security Settings](https://help.swellsystem.com/en/article/security-settings-1dv92xd/) - Security configuration