> ## Documentation Index
> Fetch the complete documentation index at: https://docs.venture.caplia.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Team management

> Invite colleagues to your company and manage their roles

Fundraising is rarely a solo effort. Invite co-founders and colleagues to your company so they can work alongside you in the portal, and control what each person can manage with roles.

## Where to find it

Team management is not in the left sidebar. Click your avatar in the top-right corner, choose **Account Settings**, then open the **Team** tab. You can also go straight to `/account/team`.

## Roles

Every person on your team has one of two roles:

| Role              | What they can do                                                                |
| ----------------- | ------------------------------------------------------------------------------- |
| **Company Admin** | Everything, including inviting people, changing roles and removing team members |
| **Member**        | Works in the portal but cannot manage the team                                  |

You cannot change your own role, and the last remaining admin cannot be demoted: promote someone else to admin first.

## Inviting a team member

<Steps>
  <Step title="Open the invite dialog">
    On the **Team** tab, click **Invite Member**.
  </Step>

  <Step title="Enter their details">
    Add their email address and choose a role: **Member** or **Company Admin**.
  </Step>

  <Step title="Send it">
    Click **Send Invitation**. They receive an email with a link to join, and the invite appears under **Pending Invitations** with its expiry date until it is accepted. You can cancel a pending invitation at any time.
  </Step>
</Steps>

Each email address can only hold one pending invitation, and people who are already on your team cannot be invited again.

## Accepting an invitation

When your colleague opens the invitation link, they see who invited them, the company they are joining and their role. What happens next depends on whether they already use Caplia:

* *Existing users* sign in with their usual details, then click **Accept Invitation**.
* *New users* enter their full name, set a password and click **Create Account & Join Team**. No separate sign-up is needed.

Invitations expire, so if a link stops working, just send a fresh one.

## Team member limits

Some plans include a limit on team size. When a limit applies you will see a usage meter on the **Team** tab showing how many places you have used, and the **Invite Member** button is disabled once you reach it. Upgrade to Caplia Pro for unlimited team members.

## Removing a team member

Only company admins can remove people, and you cannot remove yourself.

<Steps>
  <Step title="Find the member">
    On the **Team** tab, locate the person in the **Team Members** list.
  </Step>

  <Step title="Confirm removal">
    Click the delete icon next to their name, then click **Remove**. They lose access to the company immediately, and you have a few seconds to undo if you change your mind.
  </Step>
</Steps>

Removing someone takes away their access to everything in the portal, including your [data room](/founder-portal/data-room).