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

# Inviting Your Team

> Add co-founders, finance, and HR to your Shor workspace.

You're rarely the only person who needs access to Shor. This guide covers adding teammates, setting roles, and keeping access tidy as your team changes.

## Inviting a Teammate

<Steps>
  <Step title="Open Settings → Users">
    Click your profile, go to **Settings**, and select the **Users** tab.
  </Step>

  <Step title="Click Invite">
    Enter your teammate's email address and pick a role.
  </Step>

  <Step title="Send the Invite">
    Your teammate receives an email with a link to create their account. They'll land in your workspace as soon as they finish signup.
  </Step>
</Steps>

## Roles

Shor has two access levels for company teammates:

<CardGroup cols={2}>
  <Card title="Admin" icon="key">
    Full access: hiring, contracts, payroll, payments, funding, billing, and settings. Use for founders, finance leads, and senior HR.
  </Card>

  <Card title="Member" icon="user">
    Standard access for day-to-day team members who need to work in Shor but shouldn't manage funding or billing.
  </Card>
</CardGroup>

<Note>
  The person who signs up the company is automatically an Admin. At least one Admin must exist on the account at all times.
</Note>

## Managing Existing Teammates

From **Settings → Users**, you can:

* **Change a role**: switch between Admin and Member.
* **Resend an invite**: if a teammate didn't receive the original email.
* **Remove access**: when someone leaves the company or changes roles.

<Warning>
  Removing access is immediate. The person will be signed out of the workspace right away. Make sure any in-progress work (payroll runs, contract drafts) is handed off before removing them.
</Warning>

## Best Practices

<AccordionGroup>
  <Accordion title="Give the Minimum Access Needed">
    Start new teammates as Members and upgrade to Admin only when their role requires it. This reduces the chance of accidental changes to funding or billing.
  </Accordion>

  <Accordion title="Keep at Least Two Admins">
    If your only Admin leaves the company, you'll have a harder time recovering access. Always have a backup Admin on the account.
  </Accordion>

  <Accordion title="Review Quarterly">
    Once a quarter, open the Users page and confirm everyone on the list still needs access. This is also a good time to verify roles haven't drifted out of date.
  </Accordion>
</AccordionGroup>