> For the complete documentation index, see [llms.txt](https://knowledge-base.zumrails.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge-base.zumrails.com/account-settings/managing-team-members.md).

# Managing Team Members

> In this article, learn how to manage team management in the Zūm Portal.

#### You can assign the following roles to a team member:

**Customer Admin**: has admin access, including creating users and transactions

**Customer Read-Only**: has read-only access only, but cannot edit or create

**Customer Admin Support**: has admin access, but cannot create, manage, or delete team members

**Customer Team Management**: has read-only access, but can create, manage, or delete team members

{% hint style="info" %}
*Note: all team members with an admin role will have the same level of access and will be able to manage the team.*

*Note: Customer Admin and Customer Admin Support have access to the Integration Codes.*
{% endhint %}

### Adding a team member

Only **Customer** **Admin** and **Customer Team Management** can perform this action. The system does not accept duplicate emails.

* Log in to your portal
* Click on **Settings > Team > Add New Member**
* Fill in the necessary details
* Click on **Save**

<figure><img src="/files/lEImdcmHTwBPQUUE5XKG" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Once you click **Save**, the team member will receive an email invitation to activate their account. Their username, role, and creation date will appear in the **team management** list with the status **Waiting Activation.**
{% endhint %}

Once the team member confirms the invitation, the status in the **team** **management** list will change to **Activated**.

### Resending an invitation

If a team member did not receive their original invitation, you can always send a new one.

Only **Customer Admin** and **Customer Team Management** can perform this action on team members whose status is **Waiting Activation.**

* Log in to your portal
* Click on **Settings > Team**
* Find the name of the team member to whom you want to resend the invitation
* Click the **vertical ellipsis** next to their status
* Select **Resend activation e-mail**

<figure><img src="/files/Mfx4DWh3zz6XptUvvyUa" alt=""><figcaption></figcaption></figure>

Once completed, the team member will receive a new email invite.

### Deleting a team member

Only **Customer Admin** and **Customer Team Management** can perform this action on any team member except themselves.

* Log in to your portal
* Click on **Settings > Team**
* Find the name of the team member you want to delete
* Click the three dots (**⋮**) next to their status
* Select **Delete**

<figure><img src="/files/KgZQ00S3qksru6CscDAX" alt=""><figcaption></figcaption></figure>

* A confirmation popup will appear; click **Confirm**

<figure><img src="/files/AiaigXbau5X3CFfc2n01" alt=""><figcaption></figcaption></figure>

Once completed, the team member will be deleted from the Portal.
