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

# Team and roles

> Invite teammates, assign roles, and control who can do what in your organization.

Retainful organizations support multiple team members with role-based permissions — your designer can edit templates without being able to touch billing.

## Invite a team member

<Steps>
  <Step title="Send the invitation">
    Go to **Settings → Account → Users** and click **Invite**. Enter their email and pick a role.
  </Step>

  <Step title="They accept">
    The invitee gets an email link. If they don't have a Retainful login yet, they create one during acceptance.
  </Step>

  <Step title="Manage anytime">
    From the same page you can change a member's role or remove them. Pending invitations can be revoked before they're accepted.
  </Step>
</Steps>

## Roles and permissions

Roles bundle permissions — like `content:edit`, which gates editing campaigns, forms, and templates. Use the built-in roles, or create **custom roles** with exactly the permissions a job needs:

1. Go to **Settings → Account → Users → Roles**.
2. Click **Create role**, name it, and select its permissions.
3. Assign it to members.

Members without a given permission see the relevant pages as read-only or restricted.

## Multiple organizations

An organization is a workspace — one store (or brand) with its own audience, campaigns, billing, and team. If you run several stores:

* Create an organization per store and switch between them from the organization menu.
* Team membership is **per organization** — invite people only to the workspaces they work in.
* Billing is also per organization; each has its own plan.

<Tip>
  Agencies: invite your client as the owner of their organization and keep your team as members — handovers later become trivial.
</Tip>