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

# Team & Roles

> Invite teammates, assign and change roles, manage pending invites, and understand what each role can do.

Manage who belongs to your organization in **Settings > Advanced Settings > Organization >
Team & Roles**. The Team section lists every member with their role, lets admins invite new
people, and tracks **Pending Invites** until they are accepted.

<Info>
  **Key things to know**

  * There are three roles: **Owner**, **Admin**, and **Member**. Invites can only be sent as Admin or Member.
  * Seats depend on your plan: Starter allows 2 members, Pro allows 5, Premium is unlimited - see [Billing & Plans](/settings/billing-plans).
  * The owner cannot be changed or removed from the app.
  * Only admins and the owner can invite, change roles, or remove members.
</Info>

## Invite a team member

<Steps>
  <Step title="Open Team & Roles">
    Go to **Advanced Settings > Organization > Team & Roles** (admins and the owner).
  </Step>

  <Step title="Send an invite">
    Click **Invite**, enter the person's **Email Address**, and choose a **Role**:
    **Admin - Manage team and settings** or **Member - View and edit properties**. Click
    **Send Invite**.
  </Step>

  <Step title="Share or manage the invite">
    The invite appears under **Pending Invites** until accepted. From there you can copy the
    invite link to share it directly, or revoke the invite if it was sent by mistake. The
    person opens the link, signs up or signs in, verifies their phone if they are new, and
    clicks **Accept & Join**. New accounts do not wait on a confirmation email.
  </Step>
</Steps>

If your organization is at its seat limit, the invite dialog shows **User Limit Reached** with
an **Upgrade Now** button instead of the form.

## Change a role or remove a member

In the member list, admins can change a member's role between **Admin** and **Member** (a
confirmation dialog appears), or remove a member from the organization. Removing a member ends
their access; the organization's shared data (deals, messages, contacts) stays intact. The
owner's row has no role or remove controls.

## What each role can do

| Capability                                                                             | Member          | Admin | Owner |
| -------------------------------------------------------------------------------------- | --------------- | ----- | ----- |
| View and work properties, messages, pipeline                                           | Yes             | Yes   | Yes   |
| Add contacts to the shared directory                                                   | Yes             | Yes   | Yes   |
| View Usage and most settings                                                           | Yes (read-only) | Yes   | Yes   |
| Invite, remove, and change roles of members                                            | No              | Yes   | Yes   |
| Manage plan, billing, and checkout codes                                               | No              | Yes   | Yes   |
| Edit Communication settings (templates, voicemail, forwarding, proof of funds)         | No              | Yes   | Yes   |
| Edit Comps rules, manual comps, Recalculate All                                        | No              | Yes   | Yes   |
| Manage deal tags, rehab defaults, company logo, referrals, timezone, WhatsApp Operator | No              | Yes   | Yes   |
| Change Pipeline Settings (stages, follow-up, cleanup timers)                           | No              | Yes   | Yes   |
| Connect or disconnect [Quo](/integrations/quo)                                         | No              | Yes   | Yes   |
| Delete any shared contact (not just your own)                                          | No              | Yes   | Yes   |
| Rename the organization                                                                | No              | No    | Yes   |
| Be removed or have their role changed in the app                                       | Yes             | Yes   | No    |

<Note>
  Roles are all-or-nothing: there are no per-feature permission toggles. If a member needs to
  change a shared setting, an admin must make the change or promote them.
</Note>

## Seats by plan

| Plan    | Team members |
| ------- | ------------ |
| Starter | 2            |
| Pro     | 5            |
| Premium | Unlimited    |

## Common questions

<AccordionGroup>
  <Accordion title="I hit my user limit. What now?">
    The invite dialog shows **User Limit Reached** with an **Upgrade Now** option. Starter allows
    2 members, Pro allows 5, and Premium is unlimited - upgrade from
    [Billing & Plans](/settings/billing-plans) or remove an inactive member first.
  </Accordion>

  <Accordion title="Can I invite someone as an owner?">
    No - invites are Admin or Member only. The owner role is fixed to the account that created
    the organization and cannot be reassigned or removed from the app.
  </Accordion>

  <Accordion title="What happens to an invite that isn't accepted?">
    It stays under **Pending Invites**, where you can copy the invite link to re-share it or
    revoke it. Pending invites count toward nothing until accepted, but the seat check happens
    when you send the invite.
  </Accordion>

  <Accordion title="What's the difference between Admin and Member day to day?">
    Both can fully work deals: search, save, analyze, message, and move properties through the
    pipeline. Admins additionally control organization-wide settings - team, billing,
    communication rules, comps rules, tags, and integrations.
  </Accordion>

  <Accordion title="Does removing a member delete their work?">
    No. Deals, messages, and contacts belong to the organization and remain after a member is
    removed. Only their access ends.
  </Accordion>
</AccordionGroup>