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

# Invite Team Members and Manage Their Roles in CRE Fuel

> Invite colleagues to your CRE Fuel account, assign the right role to each person, and easily remove members whenever your team changes.

If you work with partners, assistants, or a small brokerage team, you can bring them into CRE Fuel and control exactly what each person can see. Roles keep sensitive deal data private until you are ready to share it.

## Invite a Team Member

<Steps>
  <Step title="Open Team settings">
    Go to **Settings > Team**.
  </Step>

  <Step title="Start the invitation">
    Click **Invite Member**.
  </Step>

  <Step title="Enter their email">
    Type the colleague's email address into the field.
  </Step>

  <Step title="Choose a role">
    Select **Admin** or **Member** from the Role dropdown. See the role descriptions below before you choose.
  </Step>

  <Step title="Send the invite">
    Click **Send Invite**. Your colleague will receive an email with a link to set up their account.
  </Step>
</Steps>

<Note>
  Each teammate connects **their own cell** the same way you did, under **Settings > Phone > Your Phone**. There is no number to assign them and nothing for you to set up on their behalf. Their calls go out showing their number, and callbacks ring their phone.
</Note>

***

## Role Permissions

<CardGroup cols={2}>
  <Card title="Admin" icon="shield-check">
    Can view and edit **all deals and contacts** on the account, including records owned by other members. Use this role for trusted partners or a lead admin.
  </Card>

  <Card title="Member" icon="user">
    Can view and edit **only their own deals and contacts**. Records owned by other members are not visible. Use this role for agents or assistants who should work in their own lane.
  </Card>
</CardGroup>

<Tip>
  Start new hires as Members. Promote them to Admin only once you are comfortable sharing the full pipeline with them. This keeps your sensitive deal data private in the meantime.
</Tip>

***

## Remove a Team Member

<Steps>
  <Step title="Open Team settings">
    Go to **Settings > Team**.
  </Step>

  <Step title="Find the member">
    Locate the person you want to remove in the members list.
  </Step>

  <Step title="Open their menu">
    Click the **three-dot menu** to the right of their name.
  </Step>

  <Step title="Remove them">
    Click **Remove**. Confirm when prompted.
  </Step>
</Steps>

<Warning>
  Removing a member does not delete their contacts or deals. Those records stay in your account and will be visible to Admins. Reassign any open deals before removing the member if needed.
</Warning>