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

# Invite team and set roles

> Add consultants and approvers, assign roles, and set managers.

By the end you will have invited a teammate from **Team** with the right role.

**Who:** Org Admin or Super Admin\
**Where:** **Settings → Team** → `/settings/team`

<img src="https://mintcdn.com/ledgertime/KlG0jKSvcWEG8_1A/images/invite-team.svg?fit=max&auto=format&n=KlG0jKSvcWEG8_1A&q=85&s=f2713f7cdb8778258d6fb70f6fe6d1e3" alt="Invite Member dialog with name, email, password, and role" className="rounded-xl border border-gray-200 dark:border-gray-800" width="920" height="420" data-path="images/invite-team.svg" />

## Steps

<Steps>
  <Step title="Open Team">
    In the sidebar under **Settings**, open **Team**.
  </Step>

  <Step title="Invite Member">
    Click **Invite Member**. In **Add Team Member**, enter:

    * **Full name**
    * **Email**
    * **Initial password** (at least 10 characters)
    * **Role** — Consultant, Approver, or Org Admin
    * **Manager** (optional)
  </Step>

  <Step title="Create user">
    Click **Create user**. Share the email and temporary password with them securely.
  </Step>

  <Step title="Edit later if needed">
    Use the pencil on a row → **Edit Team Member** to change role, manager, or **ADP file number**, then **Save Changes**.
  </Step>
</Steps>

<Warning>
  Finance and Super Admin are not assignable from this invite dialog. Super Admin is platform-only.
</Warning>

## Related

* [Roles at a glance](/getting-started/roles)
* [Clients and projects](/admin/clients-and-projects)