> For the complete documentation index, see [llms.txt](https://partners.botpenguin.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://partners.botpenguin.com/customer-platform-guidelines/teams/members.md).

# Members

Here, you can view detailed information about all your team members and manage their roles and permissions.

* **Status:** If the status of a member is **"active"**, the member can access the account. If the member is **“inactive”**, the member cannot access the account.
* **Action:** You can edit the roles and details of your team members. You can also remove team members from this section if needed.
* **Role:** You can see the role assigned to each team member from here.

In this section, you can add team members to the platform and assign roles and permissions.

## **How to add a Team Member** <a href="#how-to-add-a-team-member" id="how-to-add-a-team-member"></a>

1. Click on the **Add Team Member** button as shown in the screenshot.

<figure><img src="/files/tSBzNxDMbI7sVl7hxSDM" alt=""><figcaption></figcaption></figure>

2. Enter the team member’s details, such as name, email, and phone number.
3. Choose a **Role** for the team member.
4. Set **Lead Visibility** to define whether they can view all leads or only the ones assigned to them.
5. Configure **Lead Assignment Permissions** based on the options provided.
6. Create a password and set a profile icon for the team member.

<figure><img src="/files/vxIA6EupX6li1dQpB7tE" alt=""><figcaption></figcaption></figure>

7. Click **Add Team Member** to finalize.

Now, let's explore how to create a new role and edit the permissions and details of your existing roles.

#### Need Help?

Please feel free to reach out to us at <mark style="color:$primary;"><support@botpenguin.com></mark>, in case of any questions or concerns.


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