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

# Team management

> Invite team members, understand plan limits, and manage access in the Partner Portal.

## What Team Management is for

**Team Management** lets you add teammates so they can help you onboard customers, manage agents, and support your agency.

## Where to find it

In the Partner Portal sidebar, open **Team Management** under the **ACCOUNT** section.

<Info>
  Team Management is a **Premium Feature**. Free Forever partners may see an upgrade prompt instead of the invite flow.
</Info>

## Invite a team member

1. Go to **Team Management**.
2. Click **Invite Team Member**.
3. Enter:
   * Name
   * Email
   * Role — choose **Member** or **Admin**
4. Click **Send Invitation**.

After inviting, the teammate should appear in the list.

> **Roles:**
>
> * **Member** — standard team access. Can perform day-to-day customer management tasks scoped by the permissions the partner owner has granted.
> * **Admin** — elevated permissions. Can manage team membership, billing, and settings in addition to Member-level actions.

<Note>
  Seeing the Team Management page also depends on having the **Manage Team** permission — not just being on a paid plan. If you're on a paid plan but still can't see the page, ask the account owner to grant you the Manage Team permission.
</Note>

## Team member limits

Plans may limit how many team members you can add.

If you hit your limit, the portal will show a message telling you to upgrade to add more.

## Remove a team member

1. Find the teammate in the list.
2. Click **Remove**.
3. Confirm.

Tip: Remove access immediately if a contractor leaves your team.

## Troubleshooting

* **I don’t see Team Management**
  * You may be logged in as a team member without the **Manage Team** permission — even on a paid plan.
  * Ask the account owner to grant access or upgrade the member to Admin.
  * Your plan may not include the Premium Feature.

## Screenshots

<img src="https://mintcdn.com/kno2getherlabsltd/REd3R6wjfYwFbcWt/images/screenshots/team-management-2026-07-03.png?fit=max&auto=format&n=REd3R6wjfYwFbcWt&q=85&s=07b926a57f3ec43f3889c74f5bd4bda5" alt="Team Management page with the &#x22;No team members yet&#x22; empty state and an Invite Team Member button in the header" width="1536" height="731" data-path="images/screenshots/team-management-2026-07-03.png" />
