# Team

Invite members, set their roles and commission rates, and see who has signed in.

Team is where you manage the people in your workspace: who they are, what role they hold, how they are paid commission and whether they can sign in.

## Who can open it

Owners, admins and ops. Other members who have permission to view team end-of-day reports are sent to the [Daily tracking grid](/docs/features/eod) instead, and everyone else to the [Agency Dashboard](/docs/features/dashboard).

## The top cards

- **Total members** and how many roles they cover.
- **Avg commission** is the mean total cash override rate across active members who have one set.
- **Active now** and **Inactive members**. Inactive members are kept for historical attribution and do not use a seat.

**Seat usage** shows how many of this workspace's included seats are in use. Adding a member past them is never refused; the extra seat is billed at your plan's rate.

## The roster

Each member shows their name, role or title, email, close and set commission rates, and a commission summary. Filter by **All**, **Active** or **Inactive**, by role and by commission, or search by name or email. Clicking a member opens their member page.

A badge next to a member explains their sign-in state:

| Badge | What it means |
|---|---|
| Invited, not yet signed in | A secure link has been sent, or can be. They are linked to the workspace the first time they sign in. |
| No email, cannot be invited | There is no email on file, so no sign-in link can be sent. Add one and invite them. |
| Inactive | Deactivated. Reactivate them before sending an invite. |

A member who has never signed in keeps a control to resend their invite.

On the **Pro** plan you can export the roster.

## Adding or editing a member

Click **Invite member**, or **Edit** on a row. The form asks for:

- **Name** and **Email**, with an option to email them a secure login link.
- **Role**: closer, setter, SDR, ops, admin or owner. Owners, admins and ops can open the management pages.
- **Active** or **Inactive**.
- Commission rates: **Close %**, **Set %** and **Low-ticket %**, plus a **Total cash override**, a percentage of all workspace cash for managers and owners, with a **Role title**.
- **Slack User ID** and **Discord User ID**, both optional.
- **Can see full team commission data**, which lets that person see everyone's commission figures, including the commission table on the [Agency Dashboard](/docs/features/dashboard). Turn it on for owners, admins and sales managers.

Click **Add Member** or **Save Changes** to finish.

## How commission rates are used

A closer's close rate is applied to cash collected on payments attributed to them, and a setter's set rate to cash attributed to them as setter. The total cash override is applied to all cash collected in the workspace. For payout review, see [Payouts](/docs/features/payouts), and for rules beyond flat rates see [Commission](/docs/settings/commission).