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

# Team Management

> Add team members and manage roles

Trackly SMS supports multi-user accounts with role-based access. Invite team members and control what they can do.

## Roles

| Role       | API Keys           | Team Management         | Sending | View Reports |
| ---------- | ------------------ | ----------------------- | ------- | ------------ |
| **Owner**  | Create/View/Delete | Add/Remove/Change roles | Yes     | Yes          |
| **Member** | No                 | View only               | Yes     | Yes          |
| **Viewer** | No                 | View only               | No      | Yes          |

### Owner

Full administrative access:

* Invite and remove team members
* Change member roles
* Create and manage API keys
* Access all features

### Member

Operational access:

* Create and manage campaigns
* Build audiences and creatives
* View reports and analytics
* Cannot manage team or API keys

### Viewer

Read-only access:

* View reports and analytics
* See campaign history
* Cannot create or send anything

## Inviting Team Members

1. Go to **Settings > Team**
2. Click **Invite Member**
3. Enter their email address
4. Select a role
5. Click **Send Invitation**

The invitee receives an email with a link to join.

### Invitation Status

| Status   | Meaning                           |
| -------- | --------------------------------- |
| Pending  | Invitation sent, not yet accepted |
| Accepted | User has joined the account       |
| Expired  | Invitation expired (7 days)       |

### Resending Invitations

1. Find the pending invitation
2. Click **Resend**

## Managing Members

### Change Role

1. Go to **Settings > Team**
2. Find the team member
3. Click the role dropdown
4. Select the new role

<Note>
  Role changes take effect immediately. The user's permissions update on their next page load.
</Note>

### Remove Member

1. Go to **Settings > Team**
2. Find the team member
3. Click **Remove**
4. Confirm removal

Removed members immediately lose access.

## Account Rules

### Multiple Owners

* Accounts can have multiple Owners
* Useful for backup access and delegation
* Owners have identical permissions

### Owner Requirement

* Every account must have at least one Owner
* You cannot remove yourself if you're the last Owner
* Transfer ownership before removing yourself

### Self-Removal

You **cannot** remove yourself from an account. The system enforces this with the message: *"Cannot remove yourself. Transfer ownership first."* Another Owner must remove you, or you must transfer ownership and have the new Owner remove your access.

## Discord Integration

Team members can link their Discord accounts:

```
/sms link YOUR_API_KEY
```

This grants access to the tenant's Discord channels.

See [Discord Integration](/integrations/discord) for details.

## Audit Trail

Trackly SMS logs all team actions in the **Activity Log**, accessible at **Settings > Team > Activity**. The audit trail records:

* Team member invitations and role assignments
* Role changes
* Member removals
* Login events

Audit log entries are retained for **90 days** and support pagination and filtering by action type. Use the `/team/activity` API endpoint for programmatic access.

### Rate Limits

Invitations are rate-limited to **20 per hour** per account to prevent abuse.

## Best Practices

<AccordionGroup>
  <Accordion title="Use appropriate roles">
    Give team members only the access they need. Not everyone needs Owner access.
  </Accordion>

  <Accordion title="Have multiple Owners">
    Avoid single points of failure. Have at least 2 Owners for redundancy.
  </Accordion>

  <Accordion title="Review periodically">
    Remove members who have left the team. Revoke access for contractors when projects end.
  </Accordion>

  <Accordion title="Use Viewer for stakeholders">
    Clients and partners who need reports but shouldn't send can be Viewers.
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Invitation not received">
    Check:

    * Email address is correct
    * Check spam folder
    * Resend the invitation
  </Accordion>

  <Accordion title="Cannot change role">
    You may not have permission. Only Owners can change roles.
  </Accordion>

  <Accordion title="Cannot remove yourself">
    If you're the last Owner, transfer ownership first.
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="API Keys" icon="key" href="/account/api-keys">
    Manage programmatic access
  </Card>

  <Card title="Billing" icon="credit-card" href="/account/billing">
    View usage and payments
  </Card>
</CardGroup>