# Team and access

Invite colleagues, give each the role that fits, and decide which clients each person works on.


Owners and admins manage the team in **Settings** → **Team**. A person's access is made of two things: a role, which says what they may do, and a client scope, which says on which clients.

![Settings, Team](shot:team)

## Invite a colleague

:::steps

1. In **Settings** → **Team**, press **Invite teammate**.
2. Enter their email, choose a role and the clients they work on.
3. Press **Send invitation**. They join from the link in the email and keep the access you gave them.
:::

You can copy the invitation link instead, send the email again or cancel the invitation while it is pending.

## Roles

Claister comes with ready-made roles, and a firm can change its copy of each one or make its own on the **Roles** tab.

| Role                  | In a sentence                                                                                        |
| --------------------- | ---------------------------------------------------------------------------------------------------- |
| **Manager**          | Everything except people, roles and firm settings, which stay with owners and admins.                |
| **Chief accountant** | A manager's work on the clients of their teams.                                                      |
| **Accountant**       | Day-to-day work on their clients: tasks, recurring work, documents, requests, payments and messages. |
| **Assistant**        | An accountant's work without recurring work, requests, client edits and assigning tasks.             |
| **Lawyer**           | Clients, contacts, documents, tasks and messages; no payments or time.                               |
| **Employee**         | Their own tasks and time, the calendar, workbooks and papers.                                        |
| **Auditor**          | Read-only pages of their clients.                                                                    |

A person can also be given or denied a single permission on top of their role.

## Which clients a person sees

- **All clients** of the firm.
- **Their teams' clients**: the clients linked to a team the person is in, plus the ones they are on by name.
- **Assigned clients**: only the clients they are on the team of or responsible for.
- **None**.

Teams group people who work together. A team's clients are open to its members, and each team has a page with its tasks.

## When someone leaves

Press **Remove access** on the person. They lose access at once; their work stays in the firm.