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

# Team Management

> Collaborate with your team by inviting members and managing permissions.

## Team Structure

<CardGroup cols={2}>
  <Card title="Unlimited Team Members" icon="users">
    Invite as many teammates as you need on paid plans.
  </Card>

  <Card title="Role-Based Access" icon="shield">
    Assign roles to control what each member can do.
  </Card>
</CardGroup>

## Inviting Team Members

<Steps>
  <Step title="Open team settings">
    Go to your team settings or account menu and select "Team" or "Members."
  </Step>

  <Step title="Send invitation">
    Enter the email address and select a role. An invitation email will be sent.
  </Step>

  <Step title="Member accepts">
    The invitee clicks the link in the email to join your team.
  </Step>
</Steps>

<Note title="Pending invitations">
  Invitations expire after 7 days. If an invitation expires, you can resend it from the team settings.
</Note>

## Team Roles

| Role       | Permissions                               | Blocked                             |
| ---------- | ----------------------------------------- | ----------------------------------- |
| **Owner**  | Full access, billing, delete team         | —                                   |
| **Admin**  | Manage forms, members, and settings       | Billing, delete team                |
| **Editor** | Create and edit forms, view submissions   | Team settings, member management    |
| **Viewer** | Read-only access to forms and submissions | Create, edit, delete, team settings |

### Owner

* Full access to all team features
* Manage billing and subscription
* Can delete the team
* Can transfer ownership to another member

### Admin

* Manage forms and workflows
* Invite and remove members
* Change member roles
* Cannot access billing or delete the team

### Editor

* Create and edit forms
* View submissions
* Cannot manage team members or settings

### Viewer

* View forms and submissions only
* Cannot create, edit, or delete anything

## Managing Members

* **Change Role** — Click the member's role dropdown and select a new role.
* **Remove Member** — Click remove and confirm. The member loses access immediately.
* **Transfer Ownership** — Owners can transfer ownership to another admin. The previous owner becomes an admin.

## Team Profile

* **Team Name** — Display name for your team (visible to members).
* **Team Icon** — Optional avatar or logo for your team.
* **Team ID** — Unique identifier used for API and integrations (e.g., first 8 characters in `?ref=` links).

## Next Steps

<CardGroup cols={2}>
  <Card title="Account Settings" icon="settings" href="/guides/settings">
    Manage your personal account
  </Card>

  <Card title="Creating Forms" icon="file-text" href="/guides/creating-forms">
    Build your first form
  </Card>
</CardGroup>