# Team roles and permissions

What a user, a manager and a Mav admin can each do, and how to invite and manage your team.

## Roles

| | User | Manager |
|---|---|---|
| See contacts, conversations, calls and agents | yes | yes |
| Export contacts | | yes |
| Mark a contact quoted or sold | | yes |
| Edit or delete a contact | | yes |
| Add and edit marketing sources | | yes |
| Invite, edit and remove teammates | | yes |
| Account name, timezone and phone settings | | yes |
| Lead boxes (outbound notifications) and Send test | | yes |
| Imports, exports and filters | | yes |

A few things are reserved for the Mav team: creating and editing agents, your **doing business as** name, removing a lead box, and the admin screens. Ask your Mav contact when you need one of those changed.

## Inviting a teammate

Under **Settings › Users**, click **Invite teammate** and fill in name, email, phone, role and timezone. The person gets a "Welcome to Mav!" email with a link to set a password. Their card shows **Pending** until they accept. **Remove** takes someone off the account and cannot be undone. You cannot remove yourself.

Add a phone to each person's profile. It is where **Send a test** on an agent texts or calls them.

## Sub-accounts

If your account has sub-accounts, managers see an **Accounts** tab in Settings. It lists your account and its sub-accounts, and **Act as** switches you into one of them. **Return to your account** brings you back. Logging out clears the switch, so the next person to sign in lands on their own account.