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

# Team and roles

> Invite your team and decide what each person can do.

You don't have to do everything yourself. Invite the people you work with and choose what each of them can do at each unit.

## Permissions

Permissions are independent and can be combined freely.

| Permission | What it allows |
| - | - |
| **View dashboard** | See items, subscribers, and dispatches. Every member has it. |
| **Create items** | Add new items. |
| **Edit items** | Edit, pause, archive, and change the picture of items. |
| **Dispatch events** | Send, schedule, reschedule, and cancel alerts. Also receives the balance warnings for scheduled dispatches. |
| **Manage billing** | See the balance and statement, and buy credits. |

The **owner** always has every permission, and is the only one who edits the unit's **Settings**, invites and removes people, manages roles, and edits the [chain catalog](https://docs.needalert.app/en/establishments/chain-catalog.md).

Permissions apply **per unit**. The same person can send alerts at one shop and only view another.

## Roles

A **role** is a named set of permissions, like "Cashier" or "Stock manager". Changing a role's permissions changes access for everyone with that role at once.

Every unit starts with two roles, named in Portuguese, which you can adjust:

* **Gerente** (manager): create and edit items and send alerts.
* **Atendente** (attendant): send alerts. It's the default role for new members.

**1. Open Roles and click Create role**

Give it a name and check the permissions.

**2. Set the default role, if you want**

Check **Default role for new members** so it's preselected in invites.

A role that any member has can't be deleted. Change those members' role first.

## Invite someone

**1. Open Team and click Invite**

Enter the person's email and role.

**2. The person gets the invite by email**

They sign in with their existing account or create one on the spot. If they already have an account, the invite also shows in their menu under **Pending invites**.

**3. The person accepts**

Once they click **Accept invite**, they join the team. Nobody is added without accepting.

> [!NOTE]
>
> The invite is tied to the invited email. If the person is signed in with a different email, they need to sign out and sign in with the one that got the invite. Invites expire after 7 days.

Until the invite is accepted, it shows under **Invites** on the same page. You can **Resend** or **Cancel invite**. Once cancelled, the link in the email stops working.

## Change a member's role or remove them

Under **Members**, use each person's actions menu to change their role or **Remove** them. A removed member loses access to that unit's dashboard immediately.


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