> ## 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.

# Invite and manage team members

> Give colleagues access to ClearPolicy, choose their roles, assign Group Managers, and manage invitations or ownership.

Invite a **team member** when someone needs to sign in and manage work in your organization. Add a [person](/guides/manage-people) when someone needs to receive documents. These are separate roles.

## Choose a role

| Role | Access |
| - | - |
| **Owner** | Full organization access, including ownership transfer, administrator appointments, and Planning Center sync management. |
| **Administrator** | Manages people, documents, groups, requests, reports, settings, and billing. Can invite and assign Group Managers. |
| **Group Manager** | Reviews assigned groups, sends missing requests, sends reminders, and handles request follow-up within those groups. |

Group Managers cannot create or edit people, documents, or groups. They do not have organization-wide dashboard, people, documents, requests, reports, billing, or team-management access.

Only an owner can invite or assign an **Administrator**. Owners and administrators can invite **Group Managers**.

## Invite a team member

1. Open **Settings → Team members**.
2. In **Invite by email**, enter their sign-in email.
3. Choose **Administrator** or **Group Manager**.
4. For a Group Manager, select the groups they should oversee.
5. Click **Send invite**.

The person receives a team invitation. They must accept using the same email address. Their role and group access apply after acceptance.

## Manage pending invitations

Review pending invitations on **Settings → Team members**. Use the invitation actions to resend it or cancel an invitation that is no longer needed.

Invitations expire after **7 days** and cannot be accepted twice. If an invitation cannot be accepted, check its status and the email used to sign in. Do not send another invitation to someone who is already a member.

## Update a member's role or groups

1. On **Team members**, open the member's actions menu.
2. Choose **Manage membership**.
3. Update the role or assigned groups, within your permissions.
4. Click **Save changes**.

You can also assign Group Managers from a group's **Settings**. Team members cannot change their own role.

## Transfer organization ownership

Only the current owner can transfer ownership to an existing **Administrator**.

1. Invite the person and make them an administrator first, if needed.
2. Open their **Manage membership** dialog.
3. Choose **Owner**.
4. Review the confirmation and save.

The selected administrator becomes the owner. The previous owner becomes an administrator. If the current owner cannot sign in, [contact support](/guides/get-support) for account-access help.

## Remove a team member

Use the member's removal action on **Team members** when they no longer need management access. Available actions depend on your role; the last owner cannot be removed or downgraded.

Removing team access is different from [archiving a person](/guides/manage-people#archive-or-unarchive-a-person) who receives documents.

## Common issues

### I added someone on People, but they did not get a login email

Adding a person does not send a team invitation. Invite them from **Settings → Team members** if they need management access. If they only need to sign, send a document request instead; no team account is needed.

### A Group Manager cannot see a group

An owner or administrator needs to assign that group to them. Check **Manage membership** or the group's **Settings**.

### I cannot invite an administrator or owner

Only owners can assign administrators. Owner is not an invitation option: invite an administrator, wait for acceptance, then transfer ownership.


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