> For the complete documentation index, see [llms.txt](https://docs.scaleconnect.com.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.scaleconnect.com.au/scaleconnect-docs/workspace/invite-your-team.md).

# Invite Your Team

{% hint style="danger" %}
WIP
{% endhint %}

Add team members so they can manage clients, build strategies, and collaborate alongside you. You can invite during onboarding or any time from Settings.

***

## How to Invite your Team

{% stepper %}
{% step %}
**Open Team settings**

There are two ways to get here:

* **During onboarding** — the Invite your Team step appears automatically after you create your account.
* **From Settings** — click **Settings** in the sidebar, then select **Team**.
  {% endstep %}

{% step %}
**Enter email addresses**

Type email addresses into the invite field. Separate multiple emails with commas — each one appears as a pill. You can add as many as you need in one go.

{% hint style="info" %}
Invitees must already have a ScaleConnect account. If someone doesn't have one yet, ask them to sign up first, then invite them by email.
{% endhint %}
{% endstep %}

{% step %}
**Click Invite**

Hit **Invite** to send. Each person appears in the team list with a **Pending** badge until they accept.

You can set each person's role (Member or Admin) from the dropdown straight away. Changes save automatically.
{% endstep %}
{% endstepper %}

***

## Roles

Every team member has one of three roles. The Owner role is assigned automatically to the broker who created the team.

<table><thead><tr><th width="176.92578125">Role</th><th>What they can do</th></tr></thead><tbody><tr><td><strong>Owner</strong></td><td>Full control over the team, clients, strategies, billing, and all settings. Cannot be changed or removed.</td></tr><tr><td><strong>Admin</strong></td><td>Manage clients, build strategies, and change team member roles.</td></tr><tr><td><strong>Member</strong></td><td>Manage clients and build strategies. Cannot change team settings or member roles.</td></tr></tbody></table>

{% hint style="info" %}
**Every brokerage operates differently.** Some give all brokers Admin access; others keep permissions tight with a single Admin and multiple Members. If you have specific needs around client ownership, data visibility, or collaboration rules, [reach out to us](mailto:support@scaleconnect.com.au) and we'll help you configure the right setup.
{% endhint %}

***

## Managing your team

Click the **three-dot menu** (⋯) next to any team member to take action.

| Action               | When it's available        | What it does                                                                           |
| -------------------- | -------------------------- | -------------------------------------------------------------------------------------- |
| **Change role**      | Active members (not Owner) | Switch between Admin and Member using the role dropdown.                               |
| **Cancel invite**    | Pending members only       | Revokes the invite before the person accepts.                                          |
| **Remove from team** | Any member (not Owner)     | Removes the person immediately. They lose access to all shared clients and strategies. |

{% hint style="warning" %}
Removing a team member is immediate. They won't be able to access any shared data once removed.
{% endhint %}

***

<details>

<summary>FAQs</summary>

**Can I invite someone who doesn't have an account yet?**\
Not yet — the person must already have a ScaleConnect account. Ask them to sign up first, then invite them by email from the Team page.

**Is there a limit on how many team members I can add?**\
No hard limit. Add as many team members as your brokerage needs.

**Can I change the team name?**\
The team name is set automatically when you create your account. It's not editable from the UI at the moment — contact support if you need it changed.

**What happens when I remove someone from the team?**\
They lose access to all shared clients, strategies, and team data immediately.

**Can I re-invite someone I removed?**\
Yes. Just enter their email again from the Team page and click Invite.

**I invited someone but they say they didn't receive anything — what do I do?**\
Invites don't send an email notification. Let your team member know they've been invited — they'll see the invite when they log in to ScaleConnect.

</details>


---

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