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

# Team

> Manage team members settings and resources for perfect collaboration

## What are teams?

A *Team* in Smart Send is a logical grouping where one or more users can access shared resources. *Teams* are what is also sometimes referred to as *Organizations* in other systems - we simply call them *Teams*.

A *Team* provide access to shared resources including:

* **Shipping labels** - All team members can create and manage labels
* **Reports** - Shared access to shipping analytics and performance data
* **Address book** - Common contact and delivery address database
* **Carrier connections** - Shared carrier agreements and settings

The main reason to have multiple users on a team is when multiple people need to access the Smart Send dashboard. All activities are logged on a per-user level, so you can track what each user did and when they did it.

<Note>
  Every Smart Send account requires at least one team, even for individual users. When you create your account, a team is automatically created for you. You can add more team members later or continue using the team as a single-user workspace.
</Note>

## Mange Team

### Rename Team

To rename your team, start by logging into the <Link href="https://app.smartsend.io">Smart Send platform</Link> <Icon icon="arrow-up-right" size={12} />.

<Steps>
  <Step title="Navigate to Team Name">
    Go to **Settings** → **<Link href="https://app.smartsend.io/team/settings/general">Team Name</Link>**
  </Step>

  <Step title="Enter the new name">
    Enter the new name of the team
  </Step>

  <Step title="Save changes">
    Click **Save**
  </Step>
</Steps>

The team name change takes effect immediately for all team members.

<Note>
  The team name is only used internally for references and is not shown to shipment receivers in any way. The company information presented to end-customers can be configured under [sender information](/fundamentals/account).
</Note>

### Team settings

<Info>
  We have an entire page dedicated to configuring the settings for your team. See [Settings](/fundamentals/settings) for details.
</Info>

## Roles and permissions

Smart Send offers different role levels to control what team members can access and modify:

| Feature                          | Admin | Member |
| -------------------------------- | ----- | ------ |
| Create and manage shipments      | ✅     | ✅      |
| View shipping labels and orders  | ✅     | ✅      |
| View team shipping history       | ✅     | ✅      |
| Modify team settings             | ✅     | ❌      |
| Modify carrier connections       | ✅     | ❌      |
| Add and remove team members      | ✅     | ❌      |
| Manage billing and subscriptions | ✅     | ❌      |

## Managing team members

<img src="https://mintcdn.com/smartsend/phJQ_hfyNqEhUAQt/images/team/member-list.png?fit=max&auto=format&n=phJQ_hfyNqEhUAQt&q=85&s=2e8f671d0abf8b9464ce6b05d0324334" alt="Team members list showing current members and their roles" className="rounded-lg" width="1440" height="900" data-path="images/team/member-list.png" />

### Adding team members

<Note>
  Only team admins can add new members to the team.
</Note>

To invite new members to your team, start by logging into the <Link href="https://app.smartsend.io">Smart Send platform</Link> <Icon icon="arrow-up-right" size={12} />.

<Steps>
  <Step title="Navigate to Members">
    Go to **Settings** → **<Link href="https://app.smartsend.io/team/settings/members">Members</Link>** → **Add Team Member**
  </Step>

  <Step title="Enter member details">
    Fill out the user's **email address** and select the desired **role** for the new team member

    <img src="https://mintcdn.com/smartsend/phJQ_hfyNqEhUAQt/images/team/member-invite-filled.png?fit=max&auto=format&n=phJQ_hfyNqEhUAQt&q=85&s=9a462a6aa8009a0698983d79445cec73" alt="Team member invite form with email and role filled in" className="rounded-lg" width="1440" height="900" data-path="images/team/member-invite-filled.png" />
  </Step>

  <Step title="Add the member">
    Click **Add**
  </Step>
</Steps>

The invited member receives an email with a link to join your team. They must accept the invitation to gain access.

### Removing team members

To remove a member from your team, start by logging into the <Link href="https://app.smartsend.io">Smart Send platform</Link> <Icon icon="arrow-up-right" size={12} />.

<Steps>
  <Step title="Navigate to Members">
    Go to **Settings** → **<Link href="https://app.smartsend.io/team/settings/members">Members</Link>**
  </Step>

  <Step title="Find the member">
    Find the member you want to remove and click the **Remove** button next to their name

    <img src="https://mintcdn.com/smartsend/phJQ_hfyNqEhUAQt/images/team/member-remove-button.png?fit=max&auto=format&n=phJQ_hfyNqEhUAQt&q=85&s=a9419a4983ef9739e623ce2fa5af136d" alt="Team member list with Remove button highlighted" className="rounded-lg" width="1440" height="900" data-path="images/team/member-remove-button.png" />
  </Step>

  <Step title="Confirm removal">
    Confirm the removal in the dialog by clicking **Remove**.

    <img src="https://mintcdn.com/smartsend/phJQ_hfyNqEhUAQt/images/team/member-remove-confirmation.png?fit=max&auto=format&n=phJQ_hfyNqEhUAQt&q=85&s=fc71654a9493977927adb35baf2b8bb9" alt="Confirmation dialog for removing a team member" className="rounded-lg" width="1440" height="900" data-path="images/team/member-remove-confirmation.png" />
  </Step>
</Steps>

The member immediately loses access to the team and all associated resources.

<Warning>
  Removing a team member cannot be undone. The member will need to be re-invited to regain access.
</Warning>

### Changing member roles

To update a member's role, start by logging into the <Link href="https://app.smartsend.io">Smart Send platform</Link> <Icon icon="arrow-up-right" size={12} />.

<Steps>
  <Step title="Navigate to Members">
    Go to **Settings** → **<Link href="https://app.smartsend.io/team/settings/members">Members</Link>**
  </Step>

  <Step title="Find the member">
    Find the member whose role you want to change
  </Step>

  <Step title="Edit the role">
    Click **Edit** next to their name
  </Step>

  <Step title="Select new role">
    Select the new role from the dropdown
  </Step>

  <Step title="Save changes">
    Click **Save changes**
  </Step>
</Steps>
