# Team Management Guide

Last Chance supports team collaboration, allowing you to invite colleagues to help manage your unsubscribe pages. This guide covers how to manage team members, roles, and invitations.

## Overview

Team management allows you to:

- Invite team members via email
- Assign roles (Admin or Member)
- Manage pending invitations
- Remove team members when needed

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## Accessing Team Management

1. From the dashboard, click **Team** in the left sidebar
2. The Team page displays all current members and pending invitations

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## Team Roles

Last Chance has two team roles with different permission levels:

### Admin

Admins have full access to all features:

| Permission                             | Admin |
| -------------------------------------- | ----- |
| View dashboard and analytics           | ✓     |
| Create and edit unsubscribe pages      | ✓     |
| Manage discount codes                  | ✓     |
| Set up Klaviyo unsubscribe hosted page | ✓     |
| Invite team members                    | ✓     |
| Remove team members                    | ✓     |
| Manage billing and subscription        | ✓     |
| Change team settings                   | ✓     |

### Member

Members have access to core features but limited administrative capabilities:

| Permission                             | Member |
| -------------------------------------- | ------ |
| View dashboard and analytics           | ✓      |
| Create and edit unsubscribe pages      | ✓      |
| Manage discount codes                  | ✓      |
| Set up Klaviyo unsubscribe hosted page | ✓      |
| Invite team members                    | ✗      |
| Remove team members                    | ✗      |
| Manage billing and subscription        | ✗      |
| Change team settings                   | ✗      |

---

## Inviting Team Members

### Send an Invitation

1. Navigate to the **Team** page
2. Click the **Invite Team Member** button
3. Enter the invitee's email address
4. Select their role (Admin or Member)
5. Click **Send Invitation**

### What Happens Next

1. The invitee receives an email with an invitation link
2. The invitation appears in the **Pending Invitations** section
3. The invitee clicks the link to accept
4. They'll be prompted to create an account (if new) or sign in
5. Once accepted, they appear in the **Team Members** section

### Invitation Expiration

Invitations expire after **7 days**. If an invitation expires:

1. The status changes to "Expired"
2. You can resend the invitation
3. A new invitation email is sent with a fresh link

---

## Managing Pending Invitations

### View Pending Invitations

The Team page shows all invitations with their current status:

| Status       | Description                                     |
| ------------ | ----------------------------------------------- |
| **Pending**  | Invitation sent, awaiting response              |
| **Expired**  | Invitation link has expired                     |
| **Accepted** | Invitation accepted (user is now a team member) |

### Resend an Invitation

If an invitee didn't receive the email or the invitation expired:

1. Find the invitation in the list
2. Click the **Resend** button
3. A new invitation email is sent

### Cancel an Invitation

If you need to revoke an invitation:

1. Find the invitation in the list
2. Click the **Cancel** or delete button
3. The invitation link will no longer work

---

## Managing Team Members

### View Team Members

The Team page displays all current members with:

- Name and email
- Role (Admin/Member)
- Join date

### Change a Member's Role

To change a team member's role:

1. Find the member in the list
2. Click the role dropdown or edit button
3. Select the new role (Admin or Member)
4. Confirm the change

> **Note**: You cannot change your own role. Another admin must do this.

### Remove a Team Member

To remove someone from your team:

1. Find the member in the list
2. Click the **Remove** button
3. Confirm the removal

> **Important**: Removing a team member:
>
> - Revokes their access immediately
> - Does not delete any pages or content they created
> - Does not affect your billing

---

## Team Settings

### Team Name

Your team name is displayed throughout the application and in emails. To change it:

1. Navigate to **Settings**
2. Find the Team Name field
3. Enter a new name
4. Save changes

### Primary Contact

The team's primary admin is the billing contact and receives important account notifications.

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## Best Practices

### Role Assignment

- **Use Admin sparingly** - Only give admin access to those who need billing or team management access
- **Member for most users** - The Member role provides full access to daily operations
- **Audit regularly** - Review team members quarterly and remove inactive users

### Onboarding New Team Members

When a new member joins:

1. Send them the [Getting Started Guide](./getting-started.md)
2. Walk them through your unsubscribe page workflow
3. Show them how to access analytics
4. Explain any team conventions for naming or organizing pages

### Security Considerations

- Remove team members promptly when they leave the organization
- Use unique email addresses for each team member
- Consider using SSO/organizational email domains when possible

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## Troubleshooting

### Invitation Email Not Received

If an invitee doesn't receive the invitation:

1. Ask them to check their spam/junk folder
2. Verify the email address is correct
3. Try resending the invitation
4. Have them add `noreply@lastchanceemail.com` to their contacts

### Can't Access Team Features

If you can't invite members or manage the team:

1. Verify you have the Admin role
2. Check with another admin on your team
3. Contact support if you're the only team member and don't have admin access

### Member Can't See Pages

If a team member can't access unsubscribe pages:

1. Verify their invitation was accepted
2. Check they're signing into the correct account
3. Ensure they're part of the right team (if you have multiple)

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## FAQ

### Can I have multiple teams?

Yes. Admins can use **Create team** in the sidebar, and anyone can join additional teams by accepting invitations. Switch teams from the sidebar; billing is per team, and your role may differ between teams.

### What happens to a removed member's work?

All pages and content remain with the team. Nothing is deleted when a member is removed.

### Can I transfer team ownership?

To transfer ownership:

1. Make the new owner an Admin
2. Have them manage the billing settings
3. Consider demoting yourself to Member if appropriate

### Is there a limit on team members?

All plans support unlimited team members at no additional cost.

### Can members see billing information?

No, only Admins can view and manage billing. Members do not have access to:

- Subscription details
- Payment methods
- Invoices
- Tier information

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## Next Steps

- [Getting Started Guide](./getting-started.md) - Set up your first page
- [Analytics Guide](./analytics.md) - Understand your analytics data
- [Billing & Account](./billing-account.md) - Manage your subscription