> ## Documentation Index
> Fetch the complete documentation index at: https://docs.payreque.st/llms.txt
> Use this file to discover all available pages before exploring further.
# Team Management
> Invite team members and manage permissions for your business
# Team Management
Add team members to help manage your PayRequest business. Assign roles and control exactly what each team member can access and modify.
## Overview
Team management allows you to:
* Invite colleagues to your dashboard
* Assign predefined roles or custom permissions
* Control access to specific features
* Suspend or remove team members
* Track pending invitations
## Inviting Team Members
### Send an Invitation
1. Navigate to **Settings** → **Team**
2. Click **Invite Team Member**
3. Enter the team member's email address
4. Select a role (or customize permissions)
5. Click **Send Invitation**
The invited person receives an email with a link to join your team.
### Invitation Status
| Status | Description |
| ------------ | ------------------------------------ |
| **Pending** | Invitation sent, awaiting acceptance |
| **Accepted** | Team member has joined |
| **Expired** | Invitation link has expired |
### Resend or Cancel
For pending invitations:
* **Resend**: Send the invitation email again
* **Cancel**: Remove the invitation entirely
## Roles and Permissions
### Predefined Roles
Choose from these standard roles:
| Role | Description |
| ----------- | --------------------------------------------- |
| **Admin** | Full access to everything |
| **Manager** | View and edit most features, limited settings |
| **Sales** | Focus on products, customers, and orders |
| **Support** | View-only access for customer support |
| **Custom** | Build your own permission set |
### Admin Role
Full access including:
* All product operations (create, edit, delete)
* All customer management
* All invoice operations
* All order operations
* Subscription management
* Settings access
* Reports and analytics
### Manager Role
Standard management access:
* Products: View, create, edit
* Customers: View, create, edit
* Invoices: View, create, edit
* Orders: View, edit
* Subscriptions: View, edit
* Settings: View only
* Reports: Full access
### Sales Role
Sales-focused permissions:
* Products: View, create
* Customers: View, create, edit
* Invoices: View, create
* Orders: View, create
* Subscriptions: View
* Reports: View
### Support Role
Read-only for customer assistance:
* Products: View
* Customers: View
* Invoices: View
* Orders: View
* Subscriptions: View
### Custom Permissions
Build a custom permission set by toggling individual permissions:
**Products**
* View products
* Create products
* Edit products
* Delete products
**Customers**
* View customers
* Create customers
* Edit customers
* Delete customers
**Invoices**
* View invoices
* Create invoices
* Edit invoices
* Delete invoices
**Orders**
* View orders
* Create orders
* Edit orders
**Subscriptions**
* View subscriptions
* Edit subscriptions
* Cancel subscriptions
**Settings**
* View settings
* Edit settings
**Reports**
* View reports and analytics
## Managing Team Members
### View Team
Navigate to **Settings** → **Team** to see:
* Active team members
* Their assigned roles
* Current status
* Pending invitations
### Suspend a Member
Temporarily disable access without removing:
1. Find the team member
2. Click the status toggle
3. Member is suspended (can be reactivated)
Suspended members cannot log in until reactivated.
### Remove a Member
Permanently remove access:
1. Find the team member
2. Click **Remove**
3. Confirm removal
**Permanent Action**: Removing a team member deletes their access permanently. You'll need to send a new invitation if you want to add them back.
### Edit Permissions
To change a team member's role or permissions:
1. Click on the team member
2. Update their role or toggle individual permissions
3. Save changes
Changes take effect immediately on their next page load.
## Team Member Experience
### Accepting an Invitation
When someone receives a team invitation:
1. They click the link in the email
2. Create a password (if new to PayRequest)
3. Accept the invitation
4. Gain access to your dashboard
### Dashboard Access
Team members see a version of the dashboard filtered by their permissions:
* Hidden features they can't access
* Read-only views for view-only permissions
* Full edit capabilities where permitted
### Switching Businesses
If a team member is invited to multiple businesses:
* They can switch between them
* Each business has separate permissions
* Data is completely isolated
## Best Practices
Give team members only the permissions they need
Start with predefined roles before customizing
Periodically review team member access
Suspend first if unsure about removing access
## Common Use Cases
### Virtual Assistant
* **Role**: Support or Custom
* **Permissions**: View customers, view invoices, view orders
* **Purpose**: Answer customer questions without making changes
### Accountant
* **Role**: Custom
* **Permissions**: View invoices, view reports, view settings
* **Purpose**: Financial oversight and reporting
### Sales Team
* **Role**: Sales
* **Permissions**: Full product and customer access
* **Purpose**: Create products and manage customer relationships
### Operations Manager
* **Role**: Manager
* **Permissions**: Most features except settings
* **Purpose**: Day-to-day business operations
## Security Considerations
### Email Verification
Team members must verify their email to accept invitations.
### Invitation Expiry
Invitations expire after a set period for security. Resend if needed.
### Activity Logging
All team member actions are logged in the activity feed for audit purposes.
### Password Requirements
Team members must create secure passwords meeting minimum requirements.
## Troubleshooting
### Invitation Not Received
* Check spam/junk folder
* Verify email address is correct
* Resend the invitation
* Ask team member to whitelist PayRequest emails
### Cannot Access Features
* Verify assigned role includes needed permissions
* Check if account is suspended
* Confirm invitation was accepted (not just clicked)
### Forgot Password
Team members can use the password reset flow on the login page.
## Related Topics
Configure your business information
Monitor team member actions
Secure team member accounts
Review all account activity