> For the complete documentation index, see [llms.txt](https://salesa.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://salesa.gitbook.io/docs/guide/team-member.md).

# Team Member

The Team Members page lets you manage who has access to your Salesa organization.\
Here you can invite teammates, assign roles, and manage each person’s Gmail connection status.

<figure><img src="https://3785139236-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOJBCzxrjmIVO40pcL1pf%2Fuploads%2Fj2RPsrebZJ3idJzzvgXu%2Fteam%20member2.png?alt=media&amp;token=170c8c4a-fa5a-48bb-be7d-2a09c942d676" alt=""><figcaption></figcaption></figure>

### **Adding a New Member**

Click **Invite** at the top right of the Team Members page.\
Enter the teammate’s email address and select a role before sending the invitation.\
Once they accept the invite, they will appear in the list with their Gmail connection status.

<figure><img src="https://3785139236-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOJBCzxrjmIVO40pcL1pf%2Fuploads%2FoxztK8OBORbD1aK2k4dh%2Finvite%20team2.png?alt=media&amp;token=674908fc-568b-407e-beac-dbd80d1fcb1e" alt=""><figcaption></figcaption></figure>

### **Roles and Permissions**

There are two roles in Salesa.

<table><thead><tr><th width="164">Role</th><th>Permissions</th></tr></thead><tbody><tr><td><strong>Admin</strong></td><td>Can manage members, billing, and integrations.</td></tr><tr><td><strong>Salesperson</strong></td><td>Can connect Gmail, update data in Sheets, and view deals.</td></tr></tbody></table>

Admins can invite or remove members, while Salespersons can only manage their own Gmail and deals.

### **Gmail Connection**

Each user must connect their own Gmail account to allow Salesa to read deal-related emails for that user.\
The Gmail Status column shows whether each member is connected or not.

* **Connected** means Salesa is syncing emails and updating deals.
* **Disconnected** means the user must connect Gmail to resume syncing.

Each user manages their own Gmail connection for security.\
Admins can see connection status but cannot connect or disconnect Gmail on behalf of others.

### **Managing Members**

To remove someone from the team, click the **More Options (⋯)** button next to their name and select **Remove Member**.\
Removing a user keeps their previous data in the organization but stops further syncing from their Gmail.

If a member leaves or changes their email, it is recommended to disconnect their Gmail before removing them.

### **Best Practices**

* Keep at least one Admin active to manage workspace settings.
* Ask every active salesperson to connect Gmail for full pipeline tracking.
* Review the team list regularly to remove inactive accounts.

***

> **In short:**\
> The Team Members page is where you manage your organization’s users and ensure every connected inbox stays in sync with your pipeline.


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