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

# Team Management

> Invite and manage team members for your dealership

# Team Management

Invite staff to help manage inventory, leads, and website settings—with billing restricted to the dealership owner.

## In this guide

* Roles: owner, admin, and staff
* Sending and accepting invitations
* Updating roles and removing access
* Subscription limits

<Note>
  Team management is available on paid plans (Pro and above). The free Kickstart plan does not support team members.
</Note>

## Overview

Team management enables you to:

* **Invite team members** via email invitation
* **Assign roles** (Admin or Staff) with appropriate permissions
* **Manage team members** by updating roles or removing access
* **Track pending invitations** and see who has accepted

## Roles & Permissions

AutoFire supports three role levels:

<CardGroup cols={3}>
  <Card title="Owner" icon="crown">
    Full access to all features including billing and subscription management. Only one owner per dealership.
  </Card>

  <Card title="Admin" icon="user-shield">
    Full access to inventory, leads, and website settings. Cannot manage billing or subscription.
  </Card>

  <Card title="Staff" icon="users">
    Full access to inventory, leads, and website settings. Cannot manage billing or subscription.
  </Card>
</CardGroup>

<Note>
  Currently, Admin and Staff roles have the same permissions. Both can manage inventory, leads, and website settings, but cannot access billing or subscription management.
</Note>

## Inviting Team Members

Only dealership owners and admins can invite new team members.

<Steps>
  <Step title="Navigate to Team Management">
    Go to your Dashboard and click on "Team" in the sidebar navigation.
  </Step>

  <Step title="Click Invite Team Member">
    You'll see a form to invite a new team member. If you've reached your subscription limit, you'll see a message indicating you need to upgrade.
  </Step>

  <Step title="Enter Email Address">
    Enter the email address of the person you want to invite. This works for both new users and existing AutoFire users.

    <Tip>
      The invite system automatically handles both scenarios - if the user already has an AutoFire account, they can accept directly. If they're new, they can sign up first, then accept the invite.
    </Tip>
  </Step>

  <Step title="Select Role">
    Choose either "Admin" or "Staff" for the team member's role. Both roles have the same permissions currently.
  </Step>

  <Step title="Send Invite">
    Click "Send Invite" to create and send the invitation. The invite will expire in 7 days.
  </Step>
</Steps>

<Warning>
  You cannot invite someone who already has a pending invitation. If you need to resend an invite, you'll need to wait for the current one to expire or contact support.
</Warning>

## Accepting an Invitation

When you receive a team invitation:

<Steps>
  <Step title="Receive Invitation Email">
    You'll receive an email with an invitation link. Click the link to open the invitation page.
  </Step>

  <Step title="Log In (if needed)">
    If you're not already logged in, you'll be redirected to the login page. After logging in, you'll return to the invitation page.

    <Note>
      If you don't have an AutoFire account yet, you can sign up first, then accept the invitation.
    </Note>
  </Step>

  <Step title="Verify Email Match">
    The invitation is tied to the email address it was sent to. Make sure you're logged in with the correct email address.

    <Warning>
      If you're logged in with a different email address than the one the invitation was sent to, you'll see an error message. Log out and log in with the correct email address.
    </Warning>
  </Step>

  <Step title="Accept Invitation">
    Review the dealership name and your assigned role, then click "Accept Invitation" to join the team.
  </Step>

  <Step title="Access Dashboard">
    After accepting, you'll be redirected to the dashboard where you can start managing the dealership's inventory, leads, and website settings.
  </Step>
</Steps>

### Invitation Requirements

For an invitation to be valid:

* The invitation token must be valid and not expired
* The invitation must not have been accepted already
* The invitation must not be older than 7 days
* Your logged-in email must match the email the invitation was sent to

<Warning>
  If you see an "Invalid Invite" or "Invite Expired" message, contact the dealership owner or admin to request a new invitation.
</Warning>

## Managing Team Members

As an owner or admin, you can manage your team members from the Team page.

### Viewing Team Members

The Team page shows:

* **Current team members** with their email addresses and roles
* **Pending invitations** that haven't been accepted yet
* **Team member count** to help you stay within your subscription limits

### Updating Team Member Roles

<Steps>
  <Step title="Find Team Member">
    Locate the team member in the list on the Team page.
  </Step>

  <Step title="Change Role">
    Use the role dropdown to change between Admin and Staff roles.
  </Step>

  <Step title="Save Changes">
    The role change is saved automatically.
  </Step>
</Steps>

<Note>
  You cannot change the owner's role. The owner is the person who created the dealership account.
</Note>

### Removing Team Members

<Steps>
  <Step title="Find Team Member">
    Locate the team member you want to remove in the team members list.
  </Step>

  <Step title="Click Remove">
    Click the "Remove" button next to the team member's name.
  </Step>

  <Step title="Confirm Removal">
    Confirm that you want to remove the team member. This action cannot be undone.
  </Step>
</Steps>

<Warning>
  You cannot remove the dealership owner. If you need to transfer ownership, contact AutoFire support.
</Warning>

## Subscription Limits

Your subscription plan determines how many team members you can have:

* **Kickstart (Free)**: Team members not available
* **Pro**: Check your subscription details for the current team member limit

<Note>
  If you've reached your team member limit, you'll need to upgrade your subscription or remove existing team members before inviting new ones.
</Note>

## Troubleshooting

### Invitation Not Received

If someone didn't receive an invitation email:

1. Check that the email address was entered correctly
2. Ask them to check their spam/junk folder
3. Verify the invitation is still pending (not expired or already accepted)
4. Resend the invitation if needed (after the previous one expires)

### Cannot Accept Invitation

If you're having trouble accepting an invitation:

1. **Email mismatch**: Make sure you're logged in with the exact email address the invitation was sent to
2. **Expired invitation**: Invitations expire after 7 days. Request a new invitation from the dealership owner or admin
3. **Already a member**: If you're already a team member, you'll be redirected to the dashboard automatically
4. **Invalid token**: The invitation link may have been corrupted. Request a new invitation

### Permission Errors

If you see permission errors when trying to manage team members:

* Only owners and admins can invite, update, or remove team members
* Staff members can view the team list but cannot make changes
* If you believe you should have admin access, contact the dealership owner

## Best Practices

<CardGroup cols={2}>
  <Card title="Role Assignment" icon="user-check">
    Assign Admin roles only to trusted team members who need full access. Use Staff roles for general team members.
  </Card>

  <Card title="Regular Review" icon="clipboard-check">
    Periodically review your team members list to ensure only current employees have access.
  </Card>

  <Card title="Secure Invitations" icon="shield">
    Only send invitations to verified email addresses. Never share invitation links publicly.
  </Card>

  <Card title="Monitor Access" icon="eye">
    Keep track of who has access to your dealership account and remove access promptly when team members leave.
  </Card>
</CardGroup>

## Next steps

You have completed the core Dealer Guide workflow. Use these references as needed:

<CardGroup cols={2}>
  <Card title="Features reference" icon="star" href="/features">
    Full capability catalog by category
  </Card>

  <Card title="Plans & billing" icon="credit-card" href="/subscriptions">
    Seats, upgrades, and cancellation
  </Card>

  <Card title="Inventory" icon="car" href="/dealer-guide/inventory">
    Collaborate on listings with your team
  </Card>

  <Card title="Leads & test drives" icon="inbox" href="/dealer-guide/leads-and-test-drives">
    Shared queues for sales staff (Pro)
  </Card>
</CardGroup>
