> ## Documentation Index
> Fetch the complete documentation index at: https://docs.goeva.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# How to add your team and set what each person can do
> Invite teammates with the Admin or Sales Rep role, learn which modules each role opens, and remove or restore someone without losing their work.
Every person on your team signs in to Eva with their own email and their own password. The role
you give them decides which sections they see. All of this is managed in **Settings**, on the
**Members** tab.
## What you will get
Your team signs in to Eva with their own credentials, and each person lands only on the sections
that belong to them.
## Requirements
* The **Owner** or **Admin** role in the workspace.
* The **Advanced Settings** module turned on. With the **Sales Rep** role that tab is called
**My profile** and shows only your own information.
## The three roles Eva ships with
Eva includes three ready-made roles. The real difference is how far each one reaches into
workspace administration.
| Role | How far it reaches |
| ------------- | ---------------------------------------------------------------------- |
| **Owner** | Full access. These permissions cannot be trimmed. |
| **Admin** | Full access by default. Can manage the team and the settings. |
| **Sales Rep** | Sales and customer service. No access to agents, settings, or billing. |
A **Sales Rep** cannot open **AI Agents**, **Advanced Settings**, or **Billing**. This is the
most common surprise: the person signs in and cannot find the agents section. If they need any
of the three, give it to them through a custom role.
## The modules a role decides
A role is a list of modules turned on or off. These are the modules Eva controls, grouped the way
they appear on screen:
* **Core features**: **Inbox**, **Analytics**, **AI Agents**.
* **CRM**: **Contacts**, **Opportunities**, **Automations**, **Calendars**.
* **Administration**: **Advanced Settings**, **Billing**.
The **Sales Rep** role turns on six of them: **Inbox**, **Analytics**, **Contacts**,
**Opportunities**, **Automations**, and **Calendars**. The **Owner** is the exception to
everything: those modules cannot be edited.
The table on the **Roles & Permissions** tab compares the three roles module by module.
## Add a teammate
Eva sends an email invitation. The person chooses their own password when they accept it, so you
never see it and never have to share one.
In **Settings**, open **Members** and select **Add teammate**.
Fill in **Full name** and **Email**. **Phone (optional)** can be left empty. There is no
password field: the invited person picks their own.
Select **Next**. The **Roles & Permissions** screen appears.
Choose the **Admin** or **Sales Rep** card, or one of the roles you created. Each card shows
the modules it turns on.
Select **Send invitation**. Eva confirms which address it went to.
Eva never shows you a password, because it never creates one. The invitation lasts 14 days and
works once; the person chooses their own password when they accept it.
## If your plan has no free seats
When the plan runs out of seats, Eva does not block the operation. It shows you the price of an
extra seat before charging anything. What happens next depends on how you pay.
* **Paying by card**: the **Add a seat** dialog shows the price, and the button reads
**Add seat and member**. On confirmation the teammate is created right away.
* **Paying by invoice or transfer**: the dialog reads **We are sending you an invoice for
(amount). Your capacity activates once we receive the payment.** and the button reads
**Generate invoice**. On confirmation Eva answers *Invoice created. You'll be able to add the
member once the payment is confirmed.* The teammate does not exist yet.
With invoice payment, the teammate is not created when you confirm, and Eva does not create
them later on its own. Once the payment is confirmed the seat is free, and you return to
**Add teammate** with their details.
## Create a role of your own
If none of the three roles fits, you can define your own. For example, a warehouse role with
**Contacts** and **Opportunities**, without **Automations**.
In **Members**, open the **Roles & Permissions** tab.
Select **Create new role**. The editor opens.
Write the **Role name** and turn on the modules under
**Select the modules this role can access**. The editor opens with every module on; turn off
the ones that do not belong.
Select **Save**. The role appears as one more card when you add or edit a teammate.
When you edit a role of your own, Eva reapplies its permissions to every teammate who has it
assigned. There is no need to touch each person one by one.
## Remove or restore a teammate
Removing someone archives their account, it does not delete it. Before you confirm, Eva shows how
much work they have assigned and lets you hand it to someone else.
On the teammate's row, in the **Roles & Permissions** column, select the trash icon next to
the role. Eva lists their conversations, companies, contacts, opportunities, upcoming events,
and calendar resources.
Under **Reasignar a** (reassign to), choose another active teammate or leave *Dejar sin
asignar* (leave unassigned).
Type the person's exact email and select **Eliminar miembro** (remove member).
This dialog is still in Spanish in the English interface. The section for the next 7 days reads
**Recientemente eliminados (7 días)** (recently removed, 7 days) and shows that person with a
"Restaurar" (restore) button. After 7 days that button no longer restores the account.
Restoring gives back access, role, and permissions, but it does **not** undo the reassignment.
Whatever you handed to another person stays with that person.
## How to know it worked
Eva confirms "Invitation sent" with the address. The teammate appears in the **Members** list once
they accept the invitation and set their password, not before.
A change of role or permissions takes up to 45 seconds to apply, because Eva keeps permissions
in memory for that long. If the person tests right away, they can still see the old view. Wait a
minute and ask them to reload the page before reporting a fault.
## If something goes wrong
Permissions are saved instantly, but Eva keeps them in memory for up to 45 seconds. Wait a
minute and ask them to reload the page. If nothing changes, check which role was saved on
their **Members** row.
That button is for the **Owner** and for **Admin** users who also have the
**Advanced Settings** module. With the **Sales Rep** role the tab is called **My profile**.
The message is *No seats are available on your plan. Add a seat from Settings → Plan or remove
an active member.* You can add a paid seat or remove someone who no longer participates.
The **Sales Rep** role does not include **AI Agents**. To give it to them, create a role of
your own with that module turned on and assign it.
## Next steps