# 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.

You can manage team members from the Finix dashboard by clicking the **Company** → **Team** tab > **Team Members** tab.

Company team members
We recommend limiting the number of administrators to three.

## Adding a Team Member

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

1. Click **Company** → **Team** tab > **Team Members** tab.
  - On this page, you'll see all your team members.
2. Click the **Add New Team Member** button.


Company - Add Team Member
- The **Add New Team Member** page displays.


Company - Add Team Member Form
1. 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. |
For a complete list of roles, see [Roles and Permissions](/guides/managing-operations/managing-team-members/roles-permissions).
2. 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. Click **Company** → **Team** tab > **Team Members** tab.
  - On this page, you'll see all your team members.
2. Select the team member from the table to view their details.
  - The **Team Member** details screen displays.
3. Click the **...** icon in the top right to see available actions for the team member.


Manage Teams
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).