# Team and permissions

> Understand team roles, manage members and invitations, set notification emails and work across several teams.

- URL: https://tillage.ai/docs/account/team-and-permissions
- Section: [Account and team](https://tillage.ai/docs/account)

A team in Tillage is one business: its clients, quotes, contracts, invoices, Stripe connection and settings. Everyone you add to the team works from the same data. This page covers roles, managing members and running more than one team.

To invite someone for the first time, see [Invite your team](https://tillage.ai/docs/getting-started/invite-your-team).

## Roles

Every member has one of three roles.

| Role | Who has it | What they can do |
|---|---|---|
| **Owner** | The person who created the team | Everything, including removing admins and creating API keys with full access |
| **Admin** | Invited as **Admin - Full access** | Everything except removing other admins or the owner |
| **Member** | Invited as **Member - Custom permissions** | Work with clients, quotes, contracts and invoices. Can't change team settings, invite or remove people, or manage Stripe. |

Only owners and admins can:

- Save changes on any **Team Settings** tab
- Invite people and cancel invitations
- Remove members (an owner can remove admins and members; an admin can remove members)
- Connect, disconnect or manage Stripe
- Refund or cancel payments
- Create API keys and webhooks on the **Developers** tab

A member can open Team Settings, but saving fails with a permission error. Nobody can remove the owner or remove themselves, and you can't invite someone as an owner.

### Member permissions

When you invite someone as a member, you see a **Permissions** grid with **read**, **create**, **edit** and **delete** for Quotes, Invoices, Contracts, Clients and Payments. Members with no permissions can still view the dashboard.

> **Note:** Member permissions are saved with the invitation and shown to the person when they accept. Use the **Admin** role for anyone who needs to manage settings, payments or the team.

## Manage members

Open the team menu and choose **Team Members**, or go to **Team Settings → Members**.

The **Team Members** card lists everyone on the team with their **Name**, **Primary Email**, **Notification Email** and **Role**. Your own row is marked **You**.

### Remove a member

1. Open the **…** menu on the member's row.
2. Choose **Remove member** and confirm.

Removing someone also revokes any API keys they created. Their work, such as the quotes and invoices they made, stays with the team.

### Pending invitations

Invitations that haven't been accepted appear under **Pending Invitations** with the email, role and date sent. Click the trash icon to cancel one. Invitations expire after 7 days; send a new one if it lapses.

## Notifications

Team notification emails are opt-in. Each member chooses their own, per team, and all of them start off.

1. In **Team Settings → Members**, open the **…** menu on your own row.
2. Choose **Notification preferences**.
3. Turn on the emails you want. Each switch saves straight away.

| Group | Notifications |
|---|---|
| Payment Notifications | **Payment Received**, **Payment Failed** |
| Quote Notifications | **Quote Approved**, **Quote Rejected**, **Quote Viewed** |
| Contract Notifications | **Contract Signed**, **Contract Viewed** |
| Invoice Notifications | **Invoice Viewed**, **Invoice Overdue** |

### Send notifications to a different address

Notifications go to your login email unless you set another one. In the **Notification Email** column on your row, click **Set alternate**, enter the address and click **Save**. The column shows **Same as primary** until you do.

**Account Settings → Notifications** doesn't hold these settings yet. Use the team members page.

## Work across several teams

You can belong to several teams, for example if you run two businesses or work with another agency. Each team has its own clients, documents, settings and Stripe account.

### Switch teams

Open the team menu at the top of the sidebar. Under **Switch accounts**, choose the team you want. Tillage reloads into that team.

The team menu shows each team's name, whether payments are connected, and your role on that team.

### Create a team

1. Open the team menu and choose **Create Team**.
2. Enter a **Team Name**. This is what appears in the team menu.
3. Optionally fill in **Business Information** and **Quote & Invoice Defaults**, such as currency, default price, variance, margin and numbering.
4. Click **Create Team**.

You're the owner of any team you create. Set the business country on the new team's **Business** tab before connecting Stripe; the create dialog doesn't ask for it.

There's no limit on team members or teams.

## Related

- [Invite your team](https://tillage.ai/docs/getting-started/invite-your-team)
- [Business and branding](https://tillage.ai/docs/account/business-and-branding)
- [API and webhooks](https://tillage.ai/docs/integrations/api-and-webhooks)

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