# Team (https://docs.carlio.app/docs/settings/team)

Invite team members, change roles, cancel invitations and remove members



The team section lists everyone who can sign in to the dealership. It also holds the invitations that are still open.

**Requirements:** Every team member may open **Team** and read the member list. Other actions need a role.

| Action                       | Owner | Manager | Staff |
| ---------------------------- | ----- | ------- | ----- |
| Invite a member              | Yes   | Yes     | No    |
| Cancel or copy an invitation | Yes   | Yes     | No    |
| Change the role of a member  | Yes   | Yes     | No    |
| Remove a member              | Yes   | No      | No    |

The number of team members is limited by the plan. Invitations stop when the limit is reached.

## Invite a team member [#invite-a-team-member]

1. Open **[Settings](https://carlio.app/dashboard/settings)** and select **[Team](https://carlio.app/dashboard/settings/team)**.
2. Select **Invite Member**.
3. Enter the address in **Email**.
4. Select a **Role**, either **Manager** or **Staff**. A line below the field describes the role.
5. Select **Create Invitation**.

The dialog **Invite Created** appears. The dashboard sends an invitation by email. The field **Invite link** holds a copy of the same link, and the copy button next to it copies it. The link works once.

The invited person opens the link, signs in or signs up, and selects **Join** followed by the name of the dealership.

## Copy or cancel an invitation [#copy-or-cancel-an-invitation]

The card **Pending invitations** lists each open invitation with the address, the role and the remaining time. Managers and the owner see this card.

1. Select **Copy link** to copy the invitation link.
2. Select **Cancel** to withdraw the invitation. The message **The invitation has been cancelled.** appears.

An invitation that has expired shows the text **Expired**.

## Change the role of a member [#change-the-role-of-a-member]

1. In the card **Members**, open the role selector of the member.
2. Select **Manager** or **Staff**.

The message **The role has been updated.** appears. The member receives a notification about the change.

## Remove a member [#remove-a-member]

1. Select the remove button in the row of the member.
2. Read the confirmation, which names the member.
3. Select **Remove from team**.

The member loses access immediately. Restoring access requires a new invitation.

## Seat allowance [#seat-allowance]

The card **Members** shows a ring with the count of members plus pending invitations against the plan limit, for example 2 / 3. Point to the ring to open the card **Team Members**. It lists **Members**, **Pending** and **Plan limit**.

The ring does not appear on a plan without a member limit. When the limit is reached, **Invite Member** is disabled. The owner sees a **Change Plan** button in the card that opens **Billing**.

## Notes [#notes]

* The dealership has one owner, the person who created it. The role of the owner cannot change and the owner cannot be removed.
* Nobody can change their own role or remove themselves. Those controls do not appear in the own row, which carries the label **Current user**.
* A pending invitation counts toward the limit until it is accepted, cancelled or expired.
* An address that already belongs to a dealership cannot receive an invitation. The message "That person already belongs to a dealership" appears.
* Each account belongs to one dealership at most.
* The roles of the legend below the list are Owner, Manager and Staff. The legend describes the owner as owning the dealership, the manager as managing staff and daily operations, and staff as carrying out assigned work.
* The owner can adjust what managers and staff may do in **Permissions**.