# Team and permissions

> Invite users, set their role, type and permissions, and see who can open which settings.

Open **Settings › Team**. Only organization admins can open it.

The list shows each user's **Name**, **Email**, **Role**, **Type**, **Status** (**Active**, **Inactive** or **Invited**) and when they were last active.

## Invite a user

1. Click **Add User**.
2. Fill in **First name**, **Last name** and **Email**.
3. Pick a **Role** and a **User type**, and add their **Permissions** (pick one, click **Add**, repeat).
4. Click **Add user**. They get an email invitation.

You can only add a user while your subscription has a free seat of that type. Otherwise you see *"No available seats found in your subscription."* An email address can belong to one user only.

## Role, type and permissions

Three settings decide what a user can do.

| Setting | Values |
|---|---|
| **Role** | **Organization Admin** or **Customer Success Manager**. |
| **User type** | **Full User** or **View-only**. Each type uses its own seats. |
| **Permissions** | **View**, **Edit** and **Delete**. |

A user can change something only when they are a **Full User** with the needed permission, and their role is allowed to do it. View-only users can look but not change.

## What each role can open in Settings

| Settings page | Organization Admin | Customer Success Manager |
|---|---|---|
| Company settings, Team, Support settings, Email settings, API keys, Company metrics, Health score, Data export | Yes | No |
| Customer types, Products, Tags, Data import | Yes | Yes |
| Notifications, Account settings (your own) | Yes | Yes |

The company pages also need the **Edit** permission. A page you can't open is shown greyed out in the Settings menu.

In the Support tab, admins and customer success managers with **Edit** can reply, change, merge and create tickets.

## Change or remove a user

Click a user in the list:

- **Edit user** — change their name, role, type or permissions, then **Save changes**.
- **Reset password** — sends them a password reset email. If the email doesn't arrive, the dialog offers a reset link you can pass on.
- **Deactivate** — takes away their access. **Restore Access** gives it back (if a seat is free).
- **Delete user** — removes the account. It is anonymised and its history is kept.