> For the complete documentation index, see [llms.txt](https://docs.tiny.plus/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.tiny.plus/guides/getting-started/adding-your-team.md).

# Adding your team

Understand team members, who can sign in, and roles.

Everyone in your firm is a **Team Member** in tiny+, whether or not they sign in. The people who sign in take up the licences on your plan; the rest can still be assigned projects, companies and contacts.

{% hint style="info" %}
You must be an Account Admin to add team members and change their access.
{% endhint %}

## The Users screen

Navigate to [**Account Settings -> Users**](https://crm.tiny.plus/account/users). This is where you add people, decide whether they can sign in, give them [roles](/guides/getting-started/user-permissions-and-roles.md) and resend their invitations. Changes save as you make them.

At the top, **Licences** shows how many active team members your plan allows and how many you have. If your firm has AI Assistants seats, a second meter shows those.

Under it, your team members are listed in three groups: **Active**, **Ghost** and **Deactivated**. Search by name, email or title, or narrow to one group with the tabs. Each row shows the person's email and title, whether two-factor sign-in is on, and when they last signed in.

<figure><img src="https://1957838173-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LnoXYnzHXoSKmkXmIHw%2Fuploads%2Fgit-blob-49e36f64eec7f57311be20011a77c195938baa71%2Fusers-screen.png?alt=media" alt="Account Settings, Users: the licence meter, the team members grouped as Active, Ghost and Deactivated, and the Add a team member box" width="979"><figcaption></figcaption></figure>

## Adding a team member

Under the list, **Add a team member** asks for:

* their **Name**, first and last;
* their **Email**, which must be at your firm's domain;
* their **Title**, if you like;
* their **Access**: Active or Ghost.

<figure><img src="https://1957838173-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LnoXYnzHXoSKmkXmIHw%2Fuploads%2Fgit-blob-c7a1146da03f143f102f62964220fee4f0b715f9%2Fusers-add.png?alt=media" alt="Add a team member: name, email, title and access, and the Add team member button" width="947"><figcaption></figcaption></figure>

Click **Add team member**. An active team member is emailed an invitation with a link to set their password. A ghost gets no email.

Phone numbers, a photo, their time zone and the rest go on their profile afterwards. Click **Open the profile** on their row, or use the full form on the Team Members page.

## Access: Active, Ghost and Deactivated

Each row has an **Access** dropdown.

| Access        | Takes a licence? | What it means                                                                                                         |
| ------------- | :--------------: | --------------------------------------------------------------------------------------------------------------------- |
| `Active`      |        Yes       | Can sign in and use tiny+.                                                                                            |
| `Ghost`       |        No        | Appears in staff lists and can be assigned to records, but has no login and holds no roles.                           |
| `Deactivated` |        No        | No login, no roles, and out of the staff lists. The records they were assigned to keep them, so history stays intact. |

Ghosts are especially useful when you're setting up: add everyone as a ghost, import your records against their names, then set them to Active when you're ready to invite them.

You can't change your own access; another admin can.

## Roles

Click a team member's row to open it. **Roles** are chips you tick: Account admin, Records admin, Reports admin, News feed admin, Exports, Custom reports and, if your firm has seats, AI seat. An account admin holds every other role. A change applies from the person's next sign-in. [User Permissions & Roles](/guides/getting-started/user-permissions-and-roles.md) explains each one.

<figure><img src="https://1957838173-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LnoXYnzHXoSKmkXmIHw%2Fuploads%2Fgit-blob-163477c3a3643843bbec33a8dae5f77b9fbd7846%2Fusers-row.png?alt=media" alt="A team member&#x27;s row opened: the roles as chips, with Reports admin, Exports and Custom reports ticked, and the sign-in details" width="947"><figcaption></figcaption></figure>

The same screen has **Permissions for everyone**: what team members can do without a role, such as opening the whole firm's pipeline.

## Invitations and sign-in

The open row shows when the person last signed in, or that they haven't yet. **Send the invitation again** emails a fresh link to set their password.

An active team member's email address can't be changed from here. [Contact support](https://crm.tiny.plus/help) and we'll change it for you.

## When a team member leaves

Set their access to **Deactivated**. They can no longer sign in, they leave the staff lists, and they no longer take a licence. Their projects, companies and contacts keep them, so your history stays complete. **Reassign records**, on their profile's menu, hands their records to someone else.

To bring someone back, set them to Active again. They get a new invitation.

Once a person is deactivated, their open row offers **Delete this team member**. Their record goes to Deleted records, from where an Account Admin can restore it.
