# Team members

**Where to find it:** Settings → Team · `app.startdeliver.com/settings/team`

**Who can access it:** Admins only. Regular users cannot view or edit this page.

## What it does

The Team page is where you manage everyone who has access to your Startdeliver account. You can invite new members by email, assign them to a team, control their access level, and archive people who no longer need access.

## Key concepts

### Team member types

Every member is assigned a type that controls what they can see and do in Startdeliver.

| Type                 | What they can do                                                                   |
| -------------------- | ---------------------------------------------------------------------------------- |
| **Administrator**    | Full access to all settings, customers, and account configuration.                 |
| **Main**             | Standard access for day-to-day CS work. Cannot edit account-level settings.        |
| **Lite**             | Reduced access. Suitable for members who need visibility without full edit rights. |
| **External Partner** | Restricted access for partners or contractors outside your core team.              |

### Teams

Teams are groups you create to organise members — for example: Customer Success, Sales, or Support. Each member belongs to one team. Teams are used for filtering and assignment across the platform.

## How to use it

The page has two sections: **Teams** at the top and **Team members** below.

### Teams section

Lists all teams in your account. Click any team name to edit it. Click **+ Create a team** to add a new one and give it a name.

### Team members section

Shows everyone with access to the account. Use the filter tabs to switch between views:

* **All active** — 8
* **Main** — 0
* **Lite** — 0
* **Admin** — 6
* **Invited** — 2
* **Inactive** — 32

Filter tabs showing counts for each member status. The **Invited** tab shows people who have been sent an invitation but have not yet accepted.

Each row shows the member's **Name** and email, their **Team**, their **Active** status, and their **Team Member Type**. Click the three-dot menu (⋮) at the right of any row to manage that member.

**Manage team member**

* **Edit team member** — Edit the team member details
* **Change email** — Change the team member's email address
* **Archive** — Archive and anonymize the team member

The three-dot menu (⋮) on each member row. **Archive** removes access and anonymizes the member's data.

## How to invite a new team member

{% stepper %}
{% step %}

#### Go to Team

Go to **Settings → Team**.
{% endstep %}

{% step %}

#### Start the invite

Click **+ Invite team member** in the top right of the Team members section.
{% endstep %}

{% step %}

#### Enter member details

Enter the member's **Name** (required) and **Email** (required).
{% endstep %}

{% step %}

#### Add optional details

Optionally add a **Phone Number**.
{% endstep %}

{% step %}

#### Choose a team

Select a **Team** from the dropdown.
{% endstep %}

{% step %}

#### Choose a team member type

Select a **Team member type**. **Main** is selected by default.

* Administrator
* Main
* Lite
* External Partner
  {% endstep %}

{% step %}

#### Send the invite

Click **Invite now**.
{% endstep %}
{% endstepper %}

The invited person receives an email with a link to set their password. Until they accept, they appear under the **Invited** filter tab and cannot log in.

## How to create a team

{% stepper %}
{% step %}

#### Go to Team

Go to **Settings → Team**.
{% endstep %}

{% step %}

#### Start creating a team

Click **+ Create a team** in the top right of the Teams section.
{% endstep %}

{% step %}

#### Name the team

Enter a name for the team (for example: Customer Success, Sales, Support).
{% endstep %}

{% step %}

#### Save

Save. The team is immediately available to assign to members.
{% endstep %}
{% endstepper %}

## Common scenarios

### Adding a new CSM who just joined the team

Go to Settings → Team, click **+ Invite team member**, enter their name and work email, select the Customer Success team, leave the type as **Main**, and click **Invite now**. They will receive an email to set their password and can log in straight away once they accept.

### Giving a colleague Administrator access

Invite them as above but select **Administrator** as the team member type. Administrators can edit all settings, manage other team members, and configure the full account. Only grant this to people who genuinely need it.

### Removing access for someone who has left

Find the person in the Team members list, click the three-dot menu (⋮) on their row, and select **Archive**. They immediately lose access and their data is anonymized. Archived members do not appear in active lists but their historical activity remains in the account.

## Support access

At the bottom of the Team page is a separate **Support access** section. This lets you designate one team member for Startdeliver's support team to use during onboarding or troubleshooting. This member does not count toward your plan seat limit and can be activated or deactivated at any time.


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