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

# Team

> Invite colleagues, set their roles, and manage your profile.

Each person in your firm has their own sign-in. Go to **Settings**, then **Team**.

## Roles

| Role | What they can do |
| - | - |
| **Admin** | Everything, plus branding, team, API keys and webhooks |
| **Member** | Works with clients: checklists, documents, money and messages |

Everyone can open every settings page. Only admins can change settings. Only admins can see billing.

## Invite people

**1. Open the invite**

Select **Invite people**.

**2. Enter their details**

Enter their **Email address** and choose a **Role**.

**3. Send**

Select **Send invite**. They get an email with a link to join the firm.

Only admins can invite people.

## The team list

The list shows each person's name, email, role and how many clients they look after. Use **All**, **Active** and **Invited** to filter, or **Search people**.

### Open invitations

An invitation shows **Waiting to join** until the person accepts. Open its "…" menu to:

* **Resend invite**: emails the invite again.
* **Revoke invite**: the link sent to them stops working.

### Change a role

Admins pick **Admin** or **Member** in the person's **Role** column. The change applies straight away.

### Remove someone

Open the person's "…" menu and select **Remove from firm**, then **Remove**.

What happens:

* They can no longer sign in to this firm.
* Apps they connected stop working.
* API keys they made stop working.
* Their clients stay with the firm.

You can't remove yourself.

> [!NOTE]
>
> A firm needs at least one admin. To remove or change the role of the last admin, make someone else an admin first.

## Your profile

Go to **Settings**, then **Profile**.

* **Photo**: select **Upload photo**. Use a PNG or JPG, at least 200 by 200 pixels. It shows beside your name across Advisor.
* **Name**: how your team and your clients see you. Select **Save changes**.
* **Email**: this is how you sign in.
* **Role**: shown for reference. Admins change roles in Team.
* **Sign-in and security**: select **Manage sign-in** to change your password, your sign-in email and two-step verification.

## More than one firm

You can belong to more than one firm. Open the account menu at the bottom of the sidebar to switch firms, or select **New firm** to set up another.


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