> ## Documentation Index > Fetch the complete documentation index at: https://docs.clearpolicy.app/llms.txt > Use this file to discover all available pages before exploring further. # Understand people, team members, and groups > Choose whether someone needs to receive documents, manage your organization, or belong to a group. Add a **person** when someone needs your documents. Invite a **team member** when someone needs to work inside ClearPolicy. Use a **group** when several people need the same documents. ## People A person has a name and email address, with an optional phone number. They use personal email links or the signing portal to sign and read documents. They do not need a team member account or password. Adding a person alone sends no email. Adding that person to a group can create signature requests if the group has **Automatic request emails** on and published documents that require a signature. The email follows within a minute. See [manage people](/guides/manage-people) or [import people](/guides/import-people). ## Team members Team members sign in to manage the organization. Their role determines what they can see and change: **Owner**, **Administrator**, or **Group Manager**. A team invitation is separate from a document request. If a colleague needs both management access and documents to sign, they can be both a team member and a person. See [invite and manage team members](/guides/add-team-members). ## Groups A group collects people who need the same documents, such as **All staff**, **Volunteer drivers**, or **Board members**. Groups have two document uses: | Document setting | What group membership does | | - | - | | **Requires a signature** on | Assigns the document for completion tracking. Automatic request emails can also send the signing request. | | **Requires a signature** off | Lets people read the published document in the signing portal. No request or availability email is sent. | Removing someone from a group removes read access granted by that group. Access remains if another group still grants it. Existing signature assignments are not automatically removed when someone leaves a group. See [create and manage groups](/guides/manage-groups) for setup, automatic emails, default messages, and membership changes. ## Group Managers A **Group Manager** is a team member assigned to oversee particular groups. They can review those groups, send missing requests, send reminders, and view request activity. They cannot manage people, documents, group setup, billing, or organization settings. They do not have the organization-wide dashboard or reports. An owner or administrator must assign their groups. See [team roles](/guides/add-team-members#choose-a-role). ## Source tracking People can be added manually, imported from CSV, brought in from Planning Center, or added through an integration. ClearPolicy records their source so your team can identify how they were added. ## Filter group members by status Open the group's **People** tab and select a status to find people who still need to sign. Select a person to review their required documents in **Group compliance**. See [track completion in groups](/guides/track-compliance#group-compliance-view) and [understand statuses](/concepts/compliance). ## Compliance progress within groups Group progress counts only the people and required documents in that group. A person may be up to date in one group but still need to sign documents in another. Documents **Available to read** do not require a signature. To check one document, open the group's **Documents** tab and select a published document under **Requires a signature**. **Group compliance** shows who has signed and who still needs to sign. ## Viewing a member's document details In a person's **Group compliance** panel, expand a document to review its activity. Use **Send request** beside a document when a new signature is needed. **Nudge** at the bottom reminds that person's eligible pending requests in the group. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.