> ## Documentation Index
> Fetch the complete documentation index at: https://help.convertalk.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Team

Here, you can view detailed information about all your team members and manage their roles and permissions.

<img src="https://mintcdn.com/relinns-a79aef51/T5DaUGcaB6lXjrlY/images/how-botpenguin-works/team/183.team__Convertalk_resource_centre-1.png?maxW=1806&auto=format&n=T5DaUGcaB6lXjrlY&q=85&s=1fb2ceb0f8fbb49a763972c42be226d3" alt="183 Team  Convertalk Resource Centre 1 Pn" width="1806" height="1020" data-path="images/how-botpenguin-works/team/183.team__Convertalk_resource_centre-1.png" />

* **Status:** If the status of a member is **"active"**, the member can access the account. If the member is **“inactive”**, the member cannot access the account.
* **Action:** You can edit the roles and details of your team members. You can also remove team members from this section if needed.
* **Role:** You can see the role assigned to each team member from here.

In this section, you can add team members to the platform and assign roles and permissions.

## **How to add a Team Member**

1. Click on the **Add Team Member** button as shown in the screenshot.

   <img src="https://mintcdn.com/relinns-a79aef51/T5DaUGcaB6lXjrlY/images/how-botpenguin-works/team/183.team__Convertalk_resource_centre-2.png?maxW=1806&auto=format&n=T5DaUGcaB6lXjrlY&q=85&s=98b0a619a16a94a110bae37838696be6" alt="183 Team  Convertalk Resource Centre 2 Pn" width="1806" height="1020" data-path="images/how-botpenguin-works/team/183.team__Convertalk_resource_centre-2.png" />
2. Enter the team member’s details, such as name, email, and phone number.
3. Choose a **Role** for the team member.
4. Set **Lead Visibility** to define whether they can view all leads or only the ones assigned to them.
5. Configure **Lead Assignment Permissions** based on the options provided.
6. Create a password and set a profile icon for the team member.

   <img src="https://mintcdn.com/relinns-a79aef51/T5DaUGcaB6lXjrlY/images/how-botpenguin-works/team/183.team__Convertalk_resource_centre-3.png?maxW=1806&auto=format&n=T5DaUGcaB6lXjrlY&q=85&s=107a3aa0ba4735a80913c11a7179e220" alt="183 Team  Convertalk Resource Centre 3 Pn" width="1806" height="1020" data-path="images/how-botpenguin-works/team/183.team__Convertalk_resource_centre-3.png" />
7. Click **Add Team Member** to finalize.

Now, let's explore how to create a new role and edit the permissions and details of your existing roles.
