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

# Managing Team Members

> Learn how to invite and manage team members in your Flashquotes workspace

<Note>
  You only need to invite admins to your workspace. Event staff can see
  everything they need without a Flashquotes account.
</Note>

## Inviting New Team Members

### Step 1: Access the Members Page

1. Click your company name in the top-left, then choose **Settings**
2. Select **Members** from the settings menu

### Step 2: Send an Invitation

1. Click the **Invite Member** button in the top right corner

2. In the Invite Member dialog, enter the email address of the person you want to invite. **Be sure the email is tied to a Google account**, since they will need to sign in with Google to join your workspace.

3. **Select a Role**: Choose between:

   * **Admin** - Full access to all features and financial data
   * **Member** - Full access except for aggregate financial data

4. Click **Send Invitation**

<Note>
  The invited user will receive an email with a unique link to join your company
  workspace.
</Note>

### Step 3: User Acceptance

When a user receives an invitation:

1. They click the invitation link in their email
2. On the Invitation Page, they can:

* Sign in with Google
* Create a new account (if they don't have one)

3. After signing in, they're automatically added to your company workspace with the role you specified

## Team Roles and Permissions

flashquotes has three team roles. The hierarchy is: **Owner > Admin > Member**.

### Owner Role

Every company has exactly one Owner. The Owner has full Admin access, plus:

* Can remove Admins from the team
* Can transfer company ownership to another member

The Owner can't be removed from the team — they must transfer ownership first. You can't assign the Owner role through the role dropdown; ownership only changes via a transfer.

### Admin Role

**Full access to all features including:**

* All booking management features
* All invoice and payment features
* All contact and quote management
* Company settings and configuration
* **Aggregate financial data** (revenue totals, payment statistics, etc.)
* Member management: invite, promote, demote, and remove Members and Admin
* Can view and restore removed members

### Member Role

**Full access to all features except:**

* Aggregate financial data (revenue totals, payment statistics)
* Member management (can't invite, promote, demote, or remove other members)

<Note>
  Members can still see individual invoice amounts and booking details, but they
  can't see aggregate financial statistics like total revenue, overdue amounts,
  or payment summaries.
</Note>

### Changing Member Roles

Only Admins and Owners can change member roles. You can't assign the Owner role through this dropdown — use Transfer Ownership instead.

1. Go to **Settings** → **Members**
2. Find the member you want to modify
3. Click the dropdown menu (⋮) next to their name
4. Select **Promote to Admin** or **Demote to Member**

<Warning>
  Be careful when promoting members to Admin, as they'll gain access to all
  financial data and member management capabilities.
</Warning>

## Transferring Ownership

Only the current Owner can transfer ownership to another member.

1. Go to **Settings** → **Members**
2. Find the member you want to make Owner
3. Click the dropdown menu (⋮) next to their name
4. Select **Transfer Ownership**
5. Type "transfer" to confirm

After the transfer, the selected member becomes Owner and you're demoted to Admin. You can only regain ownership if the new Owner transfers it back to you.

<Warning>
  This action is immediate and can't be undone by you.
</Warning>

## Removing Team Members

Admins and Owners can remove Members from the team. Only the Owner can remove Admins. The Owner can't be removed — they must transfer ownership first.

Removed members lose access immediately.

1. Go to **Settings** → **Members**
2. Click the dropdown menu (⋮) next to the member's name
3. Select **Remove from team**

Removed members appear in a **Removed Members** section at the bottom of the page. You can restore a removed member from that section at any time.

If you re-invite a previously removed member, their membership is automatically restored.

## Managing Invitations

### Tracking Invitation Status

* View all pending invitations under the "Invited" section on the Members page
* For pending invitations, click the dropdown menu to resend the invitation.

<Warning>
  Invitation links expire after 7 days. If a link expires, simply send a new
  invitation.
</Warning>

### Troubleshooting Invitations

If an invited user can't find their invitation:

1. Ask them to check their spam folder
2. Use the "Resend Invitation" option
3. If issues persist, [contact support](mailto:support@flashquotes.com)

After adding team members:

* Help them get familiar with [flashquotes basics](/quickstart)
* Set up their [profile settings](/settings/my-profile)
* Review [company settings](/settings/general) together