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

# Make Your Team

Invite your peers and make your team on Impler with facility to invite, manage and remove team members.

With inspiration from `Birds of a feather flock together`, you can invite your peers in Impler with different background, who are responsible for different work. Here are the details about which role has which capabilities in Impler.

## Roles and Permissions

<table><thead><tr><th width="322">Action\Role</th><th width="146" data-type="checkbox">Admin</th><th width="141" data-type="checkbox">Tech</th><th data-type="checkbox">Finance</th></tr></thead><tbody><tr><td>Manage Imports</td><td>true</td><td>true</td><td>false</td></tr><tr><td>View Activity</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Manage Secrets</td><td>true</td><td>true</td><td>false</td></tr><tr><td>Manage Cards</td><td>true</td><td>false</td><td>true</td></tr><tr><td>Buy Plan</td><td>true</td><td>false</td><td>true</td></tr><tr><td>View Subscription</td><td>true</td><td>true</td><td>true</td></tr><tr><td>View Team Members</td><td>true</td><td>true</td><td>true</td></tr><tr><td>Add/Remove Team Members</td><td>true</td><td>false</td><td>false</td></tr></tbody></table>

## How Invitation Flow Works

### 1) Create a new account or Sign In

<figure><img src="https://3446432046-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdcNtx1PbzBQcufHhuySW%2Fuploads%2F365UKQC9yZY2E3jI2NVI%2Fimage.png?alt=media&amp;token=13cd89be-2487-4fe4-9a8a-16c2458acd40" alt=""><figcaption><p>Create an Account or Signin to make your team</p></figcaption></figure>

### 2) Click on \`Invite\` Button on Team Members

The person who created project will be on `Admin` role by default.

<figure><img src="https://3446432046-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdcNtx1PbzBQcufHhuySW%2Fuploads%2FecQrNKqhawP2setFRUh3%2Fimage.png?alt=media&amp;token=a7d61401-68b4-40fc-a88e-fc746f590dcc" alt=""><figcaption><p>Visit Team Members to Invite Members</p></figcaption></figure>

### 3) Provide Member Details and their Roles

Based on your current plan you can invite members to your team. Provide email IDs of your members and their roles. An invitation email will be sent to the invited members with a link to take action on the invitation.

<figure><img src="https://3446432046-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdcNtx1PbzBQcufHhuySW%2Fuploads%2FOyw4GodTHKCMYYEXQdiI%2Fimage.png?alt=media&amp;token=265ffc20-966e-4a49-a12f-1ca2fd857891" alt=""><figcaption></figcaption></figure>

### 4) Receive Invitation Link by Email or Copy from Sent Invitations

Invited members will get an email to accept the invitation or you can copy the invitation link from `Sent Invitations` section on `Team Members`.

<figure><img src="https://3446432046-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdcNtx1PbzBQcufHhuySW%2Fuploads%2FdSdO8RNNcmc4JVYHYn8D%2Fimage.png?alt=media&amp;token=89c18b39-e9d4-45fb-8651-0f0f582c52c8" alt=""><figcaption><p>View and Take Action on Sent Invitations</p></figcaption></figure>

### 5) Take Action on Invitation

On visiting the invitation link, if anyone is new to Impler, they can create an account or if they already have an account they can simply click on `Accept Invitation`.

#### Invitation Link View if a user is not logged In

<figure><img src="https://3446432046-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdcNtx1PbzBQcufHhuySW%2Fuploads%2FaEKp4W7hXjtBSFmeKx4u%2Fimage.png?alt=media&amp;token=a18995d9-57e3-4ad2-ae39-5d4c023445ff" alt=""><figcaption><p>View to Create new Account or Sign In for invitation</p></figcaption></figure>

#### While clicking on `Signup`

Email will be automatically filled while going to signup from invitation section.

<figure><img src="https://3446432046-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdcNtx1PbzBQcufHhuySW%2Fuploads%2F6WY9fQjgYqYFum64xawG%2Fimage.png?alt=media&amp;token=e742f9ea-ba11-4ef7-b78b-1abac1c41d72" alt=""><figcaption><p>Create an account to accept invitation</p></figcaption></figure>

#### Take action on the invitation

<figure><img src="https://3446432046-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FdcNtx1PbzBQcufHhuySW%2Fuploads%2FBi9AZqQ9eoMVag8W3g9Z%2Fimage.png?alt=media&amp;token=d194afbf-4423-4cc2-a976-b7174a16288a" alt=""><figcaption><p>Accept or Decline Invitation</p></figcaption></figure>

***

If you have any questions, suggestions, or comments. Feel free to reach out to us over [**Discord**](https://discord.impler.io). We’re constantly improving to deliver the best Data Importer for your product, and we value your input.


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