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

# Your team, roles and audit log

> Invite people, choose what they can do, and see who changed what.

Everyone who uses your CRM has their own team account and a role. The role decides which pages they see and what they can change. This page covers inviting people, managing them, building your own roles, and the audit log.

## Invite someone

**1. Find the invite form**

On **Overview**, scroll down to **Invite a staff member**.

**2. Enter their email and role**

Type their **Email** and pick a **Role**. Use an email that doesn't already have a shopper, muse or brand account on Outfiqe.

**3. Send it**

Choose **Send invite**. They get an email with a link to join. If they don't have a team account yet, they set a name and password from that email first.

![The Invite a staff member form with an email typed in, Member chosen as the role, and the Send invite button](https://mintcdn.com/outfiqe/FlCiIIay3H__lDDT/images/crm/invite.webp?fit=max\&auto=format\&n=FlCiIIay3H__lDDT\&q=85\&s=78c69241465152043a559ec0b2ca15e8)

Pick the role before you send. You can change it later.

Invites that haven't been accepted yet show under **Pending invites**.

## Manage your team

Everyone on the team is listed under **Members** on **Overview**, with their role and whether they're active.

* **Change someone's role** with the menu next to their name.
* **Deactivate** someone who no longer needs access, the day they leave. They can't sign in to your CRM after that.
* **Transfer ownership** to hand the CRM over to someone else. They're asked to accept it before anything changes.

You can't change your own role or access. Ask another admin to do it.

![The Members list with three people, their roles, Active badges, and Deactivate and Transfer ownership buttons](https://mintcdn.com/outfiqe/FlCiIIay3H__lDDT/images/crm/members.webp?fit=max\&auto=format\&n=FlCiIIay3H__lDDT\&q=85\&s=eb6a76311c1bec0babfd1b10e7beccc6)

Each person's role, and the actions you can take for them.

> [!NOTE]
>
> Every person on your team uses a seat on your plan, so deactivating people you don't need also keeps your bill down. See [plan and billing](https://docs.outfiqe.com/crm/billing.md).

## Roles

Open **Roles** to see your roles. Two are built in:

| Role | Who it's for |
| - | - |
| **Admin** | People who run the CRM. They can do everything, including managing the team and billing. |
| **Member** | Everyone else. They work with contacts, sales, tasks and tickets. |

You can rename your organization at the top of this page, under **Organization name**. Choose **Save** when you're done.

### Build your own role

If neither built-in role fits, make your own. For example, a "Support" role that can work on tickets but can't see sales.

**1. Start a new role**

On **Roles**, choose **New role**.

**2. Name it and choose what it can do**

Type a **Role name**, then tick each thing the role is allowed to do. They're grouped by area, like activities, tasks and reports, or billing.

**3. Save it**

Choose **Create role**. It now shows in the **Role** menu when you invite or manage someone. To change it later, open it, edit, and choose **Save role**.

![The New role window with a role name typed in and permission tick boxes grouped by area](https://mintcdn.com/outfiqe/FlCiIIay3H__lDDT/images/crm/new-role.webp?fit=max\&auto=format\&n=FlCiIIay3H__lDDT\&q=85\&s=3d32cf85822c0ea5efff14db2bf32906)

Give the role a name that says who it's for.

> [!TIP]
>
> Give each person only what they need. It's easier to add a permission later than to undo a change someone shouldn't have made.

## The audit log

**Audit** keeps a record of important changes: team members joining or leaving, role changes, ownership, billing and your organization's details. Nobody can edit it, so you can always check who did what.

* Use the tabs, **Everything**, **Team**, **Roles**, **Billing** and **Organization**, to narrow it down.
* Search by **What happened** or **Who did it**, or pick a date range.
* Choose **Export CSV** to download it as a spreadsheet.

![The Audit log page with the Everything, Team, Roles, Billing and Organization tabs, search boxes, date filters and the Export CSV button](https://mintcdn.com/outfiqe/FlCiIIay3H__lDDT/images/crm/audit.webp?fit=max\&auto=format\&n=FlCiIIay3H__lDDT\&q=85\&s=6baf187480f0ed63ff9f56310af04c3b)

Nobody can edit the audit log, so it's a trustworthy record.


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