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

# How to Add More Members

> Invite team members, set roles, and control access.

## Add Team Members

Invite **sales reps**, **admins**, or **clients** — with **role-based access**.

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  <iframe width="720" height="400" src="https://www.loom.com/embed/b05790035c854a538d72ac467ef269f6" title="Add Team Members Guide" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen />
</CardGroup>

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### 1. Invite a Member

1. **Settings** → **Team** → **+ Invite Member**
2. Enter:
   * Email: `mike@team.com`
   * Role: `Admin`, `Agent Editor`, `Viewer`, `Client`

| Role             | Can Do                     |
| ---------------- | -------------------------- |
| **Admin**        | Everything                 |
| **Agent Editor** | Edit agents, run campaigns |
| **Viewer**       | See dashboards, no edits   |
| **Client**       | See only their data        |

3. Click **Send Invite**

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### 2. Client Portal Access

* Assign **Client role** → They log in to **their branded portal**
* See only **their agents, campaigns, analytics**
* Cannot access **agency billing**

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<Note>
  All actions are **logged** in audit trail.
</Note>

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<Tip>
  Use **Viewer role** for stakeholders who need reports only.
</Tip>