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

# Managing your team

> Change roles, remove members, and keep your team up to date.

## Changing a member's role

<Steps>
  <Step title="Go to Settings → Team">Click **Settings**, then the **Team** tab.</Step>
  <Step title="Find the member">Locate them in the Active Members list.</Step>
  <Step title="Change their role">Click the role badge next to their name and select the new role.</Step>
  <Step title="Done">The change takes effect immediately — no re-login required.</Step>
</Steps>

## Removing a member

<Steps>
  <Step title="Go to Settings → Team">Click **Settings**, then the **Team** tab.</Step>
  <Step title="Find the member">Locate them in the Active Members list.</Step>
  <Step title="Remove them">Click the **×** button on their card.</Step>
  <Step title="Confirm">They lose access immediately.</Step>
</Steps>

<Warning>
  Removing a member cannot be undone. If you remove someone by mistake, you will need to send them a new invite.
</Warning>

## What happens when a member is removed

* They are logged out of all devices immediately
* Their conversation history stays — nothing is deleted
* Conversations assigned to them are **not** reassigned automatically
* You can invite them again at any time

## Team management best practices

<CardGroup cols={2}>
  <Card title="Do" icon="check" color="#1a7f5a">
    * Remove members who have left your business promptly
    * Review your team list monthly to keep it tidy
    * Use Agent role for new hires — promote after they settle in
  </Card>

  <Card title="Don't" icon="xmark" color="#e8294a">
    * Share your own account — always invite them separately
    * Give Admin access to temporary staff
    * Leave pending invites open for months
  </Card>
</CardGroup>
