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

# Team Management

> Collaborate with your team on forms and submissions.

## Team Features

> [card] Invite Members
>
> Add teammates via email invitation

> [card] Role-Based Access
>
> Assign admin, editor, or viewer roles

> [card] Collaboration
>
> All team members see the same forms and submissions

## Roles Explained

| Role | Permissions |
| - | - |
| **Owner** | Full access, billing, can delete team |
| **Admin** | Manage forms, members, settings, and billing |
| **Editor** | Create and edit forms, view submissions |
| **Viewer** | View forms and submissions only |

### Custom roles

Under **Settings → Roles**, admins create roles of their own on top of the three built-in ones. A custom role is based on Admin, Editor or Viewer, which decides everything outside the CRM (forms, workflows, sequences, settings, API keys), and then chooses, for contacts, companies, deals and tasks, who may **view**, **create**, **edit**, **delete**, **bulk edit**, **import** and **export**. Roles based on Viewer can only view and export. Admins can only create or hand out roles whose permissions they hold themselves.

The permissions apply everywhere: in the app, through the API and over MCP. Exports also follow the workspace's export setting.

### Managers

In **Settings → Members → Role and manager**, set who each member reports to. A manager whose record access is limited to their team's or their own records also sees, and with Edit changes, the records of everyone who reports to them, directly or through others.

### Emails

Record access has a fifth row, **Emails**, that goes by who is on the email rather than who owns the record it sits on. **Everything** shows every email logged in the workspace. **Their team's** shows the emails that they, anyone on a team they belong to, or anyone who reports to them sent, received or were copied on. **Only theirs** shows the emails they sent, received or were copied on, plus, for a manager, those of the people who report to them, as with every other scope. It covers emails on contact, company and deal records, emails sent from Orbit, Inbox conversations and files attached to an email, in the app, through the API and over MCP. Emails nobody in the workspace is on (imported history of people who have left) show under Everything only.

Each member can also keep their own email private: under **You → Email & SMS → Who can see your emails**, choose **Only me** and every email they are on (sent, received or copied on, imported history included) is hidden from everyone else, admins included. Teammates on the email with them still see it.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.