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

# Team Management

> Set up your team and manage permissions. Control who has access to what.

Add team members, set permissions, and organize your team for efficient call handling.

***

## Adding team members

<Steps>
  <Step title="Go to Team Settings">
    Navigate to Settings → Team
  </Step>

  <Step title="Invite member">
    Enter their email address
  </Step>

  <Step title="Set role">
    Choose their permission level
  </Step>

  <Step title="Send invite">
    They'll receive an email to join
  </Step>
</Steps>

***

## Roles and permissions

| Role        | What they can do                                  |
| ----------- | ------------------------------------------------- |
| **Owner**   | Everything. Billing, settings, team management    |
| **Admin**   | Most things. Settings, team, but not billing      |
| **Manager** | View all calls, manage calendar, limited settings |
| **Member**  | View own calls, manage own calendar               |
| **Viewer**  | Read-only access to calls and transcripts         |

***

## Permission details

### Owner

* Full access to everything
* Manage billing and subscription
* Add/remove team members
* Delete account

### Admin

* All settings except billing
* Add/remove members (not Owners)
* Access all calls and data
* Configure AI and integrations

### Manager

* View all team calls
* Manage team calendars
* Assign calls to members
* Run reports

### Member

* View calls assigned to them
* Manage own calendar
* Handle assigned conversations

### Viewer

* Read-only access
* View calls and transcripts
* Cannot make changes

***

## Team structure

Organize your team by:

* **Departments** - Sales, Support, Operations
* **Locations** - If you have multiple offices
* **Services** - By service type offered

This helps with routing calls to the right people.

***

## Calendar per member

Each team member can have their own calendar:

* **Individual availability** - Set their own hours
* **Personal bookings** - Appointments go to their calendar
* **Round-robin participation** - Include/exclude from rotation

See [Round-Robin](/getting-started/features/round-robin) for team distribution.

***

## Notifications

Configure who gets notified for what:

| Event            | Who to notify     |
| ---------------- | ----------------- |
| New call         | Assigned member   |
| Booking made     | Calendar owner    |
| Missed call      | Team managers     |
| Transfer request | Available members |
| After-hours call | On-call team      |

***

## Audit log

Track who did what:

* **Settings changes** - Who changed what, when
* **Call actions** - Who listened, responded
* **Team changes** - Invites, role changes

Available to Admins and Owners.

***

## Best practices

<AccordionGroup>
  <Accordion title="Start with least privilege">
    Give team members the minimum permissions they need. You can always add more.
  </Accordion>

  <Accordion title="Use descriptive names">
    Name roles and teams clearly. "Northeast Sales Team" beats "Team 3."
  </Accordion>

  <Accordion title="Review permissions regularly">
    As roles change, update permissions. Remove access when team members leave.
  </Accordion>
</AccordionGroup>

***

## Team limits

| Plan      | Team members |
| --------- | ------------ |
| Intake    | 1            |
| Outreach  | 3            |
| Concierge | 5            |
| Lead Gen  | 10           |

Additional seats are \$37/mo each on any plan.

***

<Card title="Manage Team" icon="users" href="https://app.lumisreach.com/settings/team">
  Add and configure team members
</Card>