> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wisepim.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Team Management
> Invite teammates, assign roles, and control who can do what in your product catalog. Collaborate safely with role-based access in every project.
Invite colleagues to work on product data with you. Assign each person a role, fine-tune their access, and remove them when they no longer need it. You do it all from one page.
Teams are project-scoped. Each project has its own team, so you control exactly who can see and edit each catalog.
## Open team settings
Select a project in the project switcher, then go to **Settings > Team & Permissions**. The page stays hidden until a project is selected.
## Invite a team member
Owners and Admins can add new people.
Click **Invite Member** in the top-right of the Team Members card.
Type the email of the person you want to invite. They get an email with a link to join.
Pick **Admin**, **Editor**, or **Viewer**. Each option lists the permissions it includes, so you can choose with confidence.
Write a short note so your colleague knows why you invited them.
Click **Send Invitation**. The person appears under Pending Invitations until they accept.
You cannot invite someone as an Owner. Each project has exactly one Owner. To transfer ownership, contact support.
## Roles and permissions
Every member has a role that sets what they can do in the project. Pick the role that matches how much access the person needs.
| Role | Best for | What they can do |
| ---------- | -------------------------- | --------------------------------------------------------------- |
| **Owner** | The project lead | Everything, including settings, team, and deleting the project |
| **Admin** | Trusted managers | Edit products, manage the team, change settings, import, export |
| **Editor** | People who maintain data | Create and edit products, import, export |
| **Viewer** | Stakeholders who only read | View and export data |
| **Custom** | Anyone with special needs | Exactly the permissions you switch on |
Need something between the preset roles? Set up a **Custom** role with the exact permissions one member should have. Open the member's row menu and select **Edit Permissions**.
### Fine-tune permissions
The permissions editor controls access in detail. You can set permissions for:
* **Product management**: create, edit, delete, and bulk-edit products
* **Import and export**: who can bring data in or send it out
* **Settings**: who can change the project configuration
* **Team management**: who can invite or remove members
* **Field-level access**: which product attributes a member can edit
When you switch permissions on and off, WISEPIM checks whether they match a preset role and labels them for you. If they match no preset, the member gets the **Custom** role.
## Change a member's role
Open the member list on the Team & Permissions page.
Click the three-dot menu on the right of their row.
Select **Edit Permissions**. Pick a preset role, or switch individual permissions on and off for a custom setup.
Click **Save**. The change takes effect right away.
## Remove a team member
Click the three-dot menu on the member's row.
Select **Remove from Project**.
Confirm in the dialog. The member loses access at once, but their past edits to product data stay.
Removing a member is immediate and cannot be undone. To add them back later, send a new invitation.
## Manage pending invitations
A sent invitation appears under **Pending Invitations**, below the active member list. Each one shows when you sent it, the assigned role, and when it expires. Expired invitations are clearly marked.
Resend the email if the recipient never received it.
Copy the link to share it yourself, for example over Slack or another chat tool.
Cancel an invitation you no longer need.
## Best practices
When unsure, invite people as Viewers. You can raise their role later once you know what they need.
Give members exactly the access they need, and nothing more, with a Custom role.
Check your team list now and then. Remove anyone who no longer needs access to keep your data safe.
Use the message field so new members know why you added them and what to do.