> ## Documentation Index
> Fetch the complete documentation index at: https://docs.usebuddy.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Team Management

> Invite team members and manage permissions

Manage your team members, their roles, and access permissions.

## Accessing Team Settings

Navigate to **Settings → Team** from the sidebar.

## Team Members

View all users in your organization:

| Column          | Description                  |
| --------------- | ---------------------------- |
| **Name**        | Team member's full name      |
| **Email**       | Login email address          |
| **Role**        | Permission level             |
| **Status**      | Active, Pending, or Inactive |
| **Last Active** | Most recent login            |

## Inviting Team Members

<Steps>
  <Step title="Click Invite Member">
    Click the **Invite Member** button
  </Step>

  <Step title="Enter Email">
    Enter the person's email address
  </Step>

  <Step title="Select Role">
    Choose their permission level
  </Step>

  <Step title="Send Invitation">
    Click **Send Invite** to email them
  </Step>
</Steps>

The invited person will receive an email with a link to:

1. Create their account (if new to Buddy)
2. Accept the invitation
3. Access your organization

<Note>
  Invitations expire after 7 days. You can resend them from the Team page.
</Note>

## User Roles

<CardGroup cols={3}>
  <Card title="Admin" icon="crown" color="#F59E0B">
    Full access to everything
  </Card>

  <Card title="Editor" icon="pen" color="#6366F1">
    Create and edit records
  </Card>

  <Card title="Viewer" icon="eye" color="#10B981">
    Read-only access
  </Card>
</CardGroup>

### Role Permissions

| Permission           | Admin | Editor | Viewer |
| -------------------- | :---: | :----: | :----: |
| View customers       |   ✓   |    ✓   |    ✓   |
| View products        |   ✓   |    ✓   |    ✓   |
| View orders          |   ✓   |    ✓   |    ✓   |
| Create orders        |   ✓   |    ✓   |    ✗   |
| Edit orders          |   ✓   |    ✓   |    ✗   |
| Create customers     |   ✓   |    ✓   |    ✗   |
| Edit customers       |   ✓   |    ✓   |    ✗   |
| Create products      |   ✓   |    ✓   |    ✗   |
| Edit products        |   ✓   |    ✓   |    ✗   |
| Manage pricing       |   ✓   |    ✓   |    ✗   |
| Resolve reviews      |   ✓   |    ✓   |    ✗   |
| View settings        |   ✓   |    ✗   |    ✗   |
| Edit settings        |   ✓   |    ✗   |    ✗   |
| Manage team          |   ✓   |    ✗   |    ✗   |
| Manage billing       |   ✓   |    ✗   |    ✗   |
| Connect integrations |   ✓   |    ✗   |    ✗   |
| Delete records       |   ✓   |    ✗   |    ✗   |

## Changing Roles

To change a team member's role:

1. Find them in the team list
2. Click the **Role** dropdown
3. Select the new role
4. Confirm the change

<Warning>
  Demoting yourself from Admin requires at least one other Admin in the organization.
</Warning>

## Removing Team Members

To remove someone from your organization:

1. Find them in the team list
2. Click the **⋯** menu
3. Select **Remove from organization**
4. Confirm the removal

When removed:

* They lose access immediately
* Their past activity remains in the log
* They can be re-invited later

## Pending Invitations

View and manage outstanding invitations:

| Action        | Description                   |
| ------------- | ----------------------------- |
| **Resend**    | Send another invitation email |
| **Copy Link** | Copy the invite link directly |
| **Cancel**    | Revoke the invitation         |

## Best Practices

<CardGroup cols={2}>
  <Card title="Principle of Least Privilege" icon="shield" color="#6366F1">
    Give users only the access they need for their role
  </Card>

  <Card title="Multiple Admins" icon="users" color="#10B981">
    Have at least 2 admins in case one is unavailable
  </Card>
</CardGroup>

### Recommended Role Assignments

| Job Function         | Recommended Role |
| -------------------- | ---------------- |
| Business Owner       | Admin            |
| Operations Manager   | Admin            |
| Sales Representative | Editor           |
| Customer Service     | Editor           |
| Accountant           | Viewer or Editor |
| External Auditor     | Viewer           |

## Activity Tracking

All team member actions are logged in the Activity Log:

* Who made changes
* When changes were made
* What was changed

This helps you:

* Track accountability
* Debug issues
* Meet compliance requirements

<Tip>
  Review the Activity Log regularly to ensure team members are following proper procedures.
</Tip>