# Managing Your Team Members

Manage your team's members and permissions on the dashboard.

After signing up, Finix assigns the **administrator** role to you or another team member.

As an administrator, you can manage team members, change their roles, and view all resources on the dashboard.

We recommend to limit the number of administrators to three.

## Verify Your Assigned Role

Only the following roles can manage team members:

- Administrator
- User Management Admin


To view your role, from your [dashboard](https://dashboard.finix.com/Login):

1. Click **Settings** > **User**.
  - Your profile **Settings** page displays.
2. Click the **Permissions** tab.
3. Underneath the **Permissions** header, view your role.
4. Underneath the **Team Management** header, view your permissions for managing team members.


![User settings](/assets/user-settings.26b733da7626552fcf9754a9a618e4a0838de36d62ce5fddea472bec8ca45dfa.08ff7529.png)

For a complete list of roles, see [Roles and Permissions](/guides/managing-operations/managing-team-members/roles-permissions).

## Adding a Team Member

To add a team member, from your [dashboard](https://dashboard.finix.com/Login):

1. Click **Settings** > **Company**.
  - The **Company** page displays.
2. Click the **Team** tab.
  - On this page, you'll see all your team members.
3. Click the **Add New Team Member** button.
![Company settings](/assets/company-settings.258216216a01d18147390a949dd3ff68820a860c0dc8b629bf867b7687a10c10.08ff7529.png)
  - The **Add New Team Member** page displays.
4. Provide the following information about the team member:
| Field | Description |
|  --- | --- |
| Dashboard Account Name | This is the name team members will see when they log in to the dashboard. While Finix sets a default name, you can easily change it to fit your business needs. |
| Email | The email of your team member. |
| Role | The role of the team member. A role defines the level of access team members have on the Finix Dashboard. |
5. After providing the above, click the **Add Team Member** button to invite the team member to your team.
  - Your team member will receive an email invitation to join your dashboard.


## Manage Team Members

To manage a team member:

1. From your [dashboard](https://dashboard.finix.com/Login), click **Settings** > **Company**.
  - The **Company** page displays.
2. Click the **Team** tab.
3. Select the team member from the table to view their details.
  - The **Team Member** details screen displays.
4. Click the **...** icon in the top right to see available actions for the team member.


![Manage Teams](/assets/dashboard-team-actions.4ca8daa509c8b9bfce8bea9811280824145ce1b101d62a35cb8279542b23299e.08ff7529.png)

The available actions are:

- Resend Dashboard Invite Email
- Edit Team Member Role
- Deactivate Team Member
- Reset Multi-Factor Authentication


You can also perform actions on a team member by clicking the three dots next to their name on the **Company** screen > **Team** tab.

## Custom Roles

Custom Roles are also available to accommodate your business needs. For more information, see [Roles and Permissions](/guides/managing-operations/managing-team-members/roles-permissions#custom-roles).