> For the complete documentation index, see [llms.txt](https://docs.shoffi.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.shoffi.app/for-app-owners/managing-your-team.md).

# Managing your team

### Overview

The Team feature lets you invite people from your organization or external collaborators to your Shoffi account. You can give them specific permissions to manage and access account data.

### Permission types

There are two types of permissions that can be assigned to team members:

#### Viewer

* **Description**: The Viewer role allows users to explore account data and access detailed information related to affiliates, referrals, and payouts.
* **Restrictions**: Viewers cannot change data. They can still export CSV files (affiliates, referrals, and payouts) because those downloads are read-only. They cannot import affiliates, invite affiliates, run Mass Payout, or mark payouts as paid.
* **Ideal For**: Users focused on marketing and analytics.

#### Editor

* **Description**: The Editor role grants users full visibility of account data, including affiliates, referrals, and payouts.
* **Capabilities**: Editors can perform all operational actions available in the application, except for inviting new team members and modifying the subscription plan.
* **Ideal For**: Senior team members who require comprehensive access to manage daily operations.

### Managing team members

#### Adding a team member

1. Navigate to the **Team** page.
2. Click the **"Invite team member"** button.
3. Enter the required information for the new team member.
4. Assign the appropriate permission type (Viewer or Editor).
5. Send the invitation.

The invitation can go to a new email, or to someone who already has an affiliate account. An email that already belongs to an app owner account cannot be added as a team member.

The invitation is sent to the email address you entered, and only that address can accept it. The person who accepts joins with the permission you chose, so if you want to change it, remove the invitation and send a new one. Each invitation link works once — if it has already been used, or you removed the member, the link stops working and you'll need to invite them again.

On the signup page they enter a password, their first name, their last name, and a **nickname**. The nickname is their unique handle on Shoffi (letters and numbers only). First and last name can match someone else; the nickname cannot. If that nickname is already taken, they will see an error on that field — they can pick a different nickname and submit again without needing a new invite.

**Invitations expire after 7 days.** If someone doesn't accept in time, the link stops working and they'll see a message saying it has expired — just remove the pending invitation and send a new one. Treat the invitation link like a password: anyone who opens it can join your account as that person, so avoid forwarding it or pasting it into shared channels.

#### Removing a team member

1. Navigate to the **Team** page.
2. Locate the member to be removed in the team members table.
3. Click the **"Remove member"** button next to the member's name.

### Team member limits

If the **"Invite team member"** button is disabled, this indicates that you have reached the maximum number of team members allowed for your current plan. To resolve this, you can either:

* Upgrade your subscription plan to increase the team member limit.
* Remove an existing team member to free up space for a new one.