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

# Team

> Invite team members and assign roles in the Merchant Dashboard

<Note>
  The Team tab is available to the **main account holder** on business accounts. Team management is step 6 of the [account setup checklist](/dashboard/setup-company-account).
</Note>

The team feature lets administrators add team members, assign roles, and invite collaborators by email.

## How to use Team

### How to access

Log in to [merchant.clickpesa.com](https://merchant.clickpesa.com), open **Settings**, and select **Team**.

<Frame caption="Team settings tab in the Merchant Dashboard.">
  <img src="https://mintcdn.com/clickpesa/C3eIIio-qxIwXWfX/images/knowledge-base/SCR-20240917-ddvd-1024x589.png?fit=max&auto=format&n=C3eIIio-qxIwXWfX&q=85&s=dbda596c19fa7e11d4684a9274da6de3" alt="Team settings page in Merchant Dashboard" width="1024" height="589" data-path="images/knowledge-base/SCR-20240917-ddvd-1024x589.png" />
</Frame>

### How to add a team member

<Steps>
  <Step title="Open the invite form">
    Click **Add Team Member**.

    <Frame caption="Click **Add Team Member** on the Team page.">
      <img src="https://mintcdn.com/clickpesa/C3eIIio-qxIwXWfX/images/knowledge-base/SCR-20240401-txup.png?fit=max&auto=format&n=C3eIIio-qxIwXWfX&q=85&s=824553754bd3dbbdee30fb1e61f4fe3f" alt="Add Team Member button on Team settings" width="2284" height="326" data-path="images/knowledge-base/SCR-20240401-txup.png" />
    </Frame>
  </Step>

  <Step title="Send the invitation">
    Fill in the required fields and send the invitation.

    <Frame caption="Enter team member details and send the invite.">
      <img src="https://mintcdn.com/clickpesa/b9ma1tDtoPEB4JTF/images/knowledge-base/SCR-20240114-sszb.png?fit=max&auto=format&n=b9ma1tDtoPEB4JTF&q=85&s=a6d676fc7422686d3a594a0cae38dccf" alt="Invite team member form" width="1082" height="2072" data-path="images/knowledge-base/SCR-20240114-sszb.png" />
    </Frame>
  </Step>

  <Step title="Team member accepts the invite">
    The team member receives an email with an invitation link.

    <Frame caption="Team invitation email.">
      <img src="https://mintcdn.com/clickpesa/0WSW-pYZvTe4euTd/images/knowledge-base/team-members-invite-email.png?fit=max&auto=format&n=0WSW-pYZvTe4euTd&q=85&s=f277e763eafe4262a287b771f15e9085" alt="Team member invitation email" width="1402" height="1770" data-path="images/knowledge-base/team-members-invite-email.png" />
    </Frame>

    They set a password to join the platform.

    <Frame caption="Set a password to join as a team member.">
      <img src="https://mintcdn.com/clickpesa/0WSW-pYZvTe4euTd/images/knowledge-base/team-member-join-us.png?fit=max&auto=format&n=0WSW-pYZvTe4euTd&q=85&s=a965745947bfee70cb05be687b863413" alt="Team member password setup screen" width="1316" height="1130" data-path="images/knowledge-base/team-member-join-us.png" />
    </Frame>
  </Step>

  <Step title="Complete onboarding">
    The team member follows the standard [onboarding process](/home/onboarding). They do not submit KYC documents but complete login setup.
  </Step>

  <Step title="Manage existing members">
    From the Team table you can **Resend** expired invites, change **Role**, or **Deactivate** / **Activate** accounts. You are prompted for your password when changing team member access.

    <Frame caption="Resend an expired invitation.">
      <img src="https://mintcdn.com/clickpesa/0WSW-pYZvTe4euTd/images/knowledge-base/resend.png?fit=max&auto=format&n=0WSW-pYZvTe4euTd&q=85&s=fccb36de6148be24df0c424886b6aa23" alt="Resend team invitation button" width="2324" height="902" data-path="images/knowledge-base/resend.png" />
    </Frame>

    <Frame caption="Update a team member role.">
      <img src="https://mintcdn.com/clickpesa/C3eIIio-qxIwXWfX/images/knowledge-base/SCR-20240401-tyzk.png?fit=max&auto=format&n=C3eIIio-qxIwXWfX&q=85&s=ca7549b0d3574e9aa2b892ea47711169" alt="Team member role dropdown" width="2282" height="426" data-path="images/knowledge-base/SCR-20240401-tyzk.png" />
    </Frame>

    <Frame caption="Deactivate a team member account.">
      <img src="https://mintcdn.com/clickpesa/C3eIIio-qxIwXWfX/images/knowledge-base/deactivate-2.png?fit=max&auto=format&n=C3eIIio-qxIwXWfX&q=85&s=844a6617b35ddb11a0a56ebad65b7346" alt="Deactivate team member button" width="2324" height="902" data-path="images/knowledge-base/deactivate-2.png" />
    </Frame>

    <Frame caption="Reactivate a team member account.">
      <img src="https://mintcdn.com/clickpesa/C3eIIio-qxIwXWfX/images/knowledge-base/activate-2.png?fit=max&auto=format&n=C3eIIio-qxIwXWfX&q=85&s=fbd3872255c3e5039cd07ac9fe1c8c7b" alt="Activate team member button" width="2324" height="902" data-path="images/knowledge-base/activate-2.png" />
    </Frame>
  </Step>
</Steps>

### Team member Roles

1. **Manager**\
   This role can be given to those members who are likely to be given higher roles in your account, i.e We have [payout roles](/dashboard/settings/disbursement#payout-roles) (Initiator and Authorizer). Only a member with Managerial Role can be an Authorizer for Payouts.
2. **Employee**\
   This role can be given to those members who are likely to be given lower roles in your account, i.e We have [payout roles](/dashboard/settings/disbursement#payout-roles) (Initiator and Authorizer). Employees can only be given Initiator roles for payouts.
3. **Developer**\
   Developer role is created to help speed up integration process for merchants with less technical ability. Developer will only be able to view payouts and payments. And They will be able to set anything associated with integration within the dashboard. [Open Here](https://developers.clickpesa.com) to View Developer documentation.

## Common Use Cases

1. **External** **Accountants** Collaborate with accountants by adding them as team members. Accountants can assist in managing financial records, but administrators retain control over authorizing payouts and fund withdrawals.
2. **Administration, Bookkeepers** **and other staff members** Collaborate with staff members to share data and do actions without giving them access to initiate payouts and withdrawals.