> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rentsmart.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Add and manage teammates
> Invite Editors and Viewers, change roles, and remove users.
The **Users** tab of the Organization page is where you invite teammates, change roles, and remove users. URL: [app.rentsmart.com/organization](https://app.rentsmart.com/organization).
## The two roles you can invite
* **Editor** — full read/write access to all shared data (properties, leads, households, billing, settings)
* **Viewer** — read-only access; can see everything but can't change anything
**Primary** is not invitable — it's transferred via [Swap Primary](/organization/transfer-primary).
## Inviting a teammate
Click **+ Invite Sub-User** in the top-right. Fill out:
* **Email Address** — a new account will be created with this email
* **First Name**
* **Last Name**
* **Role** — Editor or Viewer
Click **Send Invitation**. The invitee gets an email with their login info and a temporary password. They'll be prompted to change it on first login.
## The Users table
Five columns:
* **Name** — the teammate's name
* **Email** — their address
* **Role** — Viewer / Editor / Primary
* **Added** — when they joined
* **Actions** — Change Role / Swap Primary / Delete (depending on your permissions)
## What each role can do to others
| Action | Viewer | Editor | Primary |
| ----------------------------------- | ------ | ------ | ------- |
| Invite users | No | Yes | Yes |
| Change another Viewer/Editor's role | No | Yes | Yes |
| Delete another Viewer/Editor | No | Yes | Yes |
| Change the Primary's role | No | No | N/A |
| Delete the Primary | No | No | N/A |
| Swap Primary | No | No | Yes |
| Change own role or delete self | No | No | No |
A few rules baked in:
* No one can change their own role or delete themselves
* Editors can't act on the Primary
* Only the Primary can transfer Primary
## Billing access for teammates
**Editors have full access to Billing** — including adding, editing, and removing payment methods. If you don't want a staff member to manage payments, invite them as a Viewer (they can see Billing but can't change anything).
Viewers can see billing data but cannot modify it.
## Resending or revoking an invite
If a teammate hasn't accepted yet, their row in the Users table still shows the invite status. Use the row's **Actions** to resend or remove.
## When a teammate logs in for the first time
The first login goes through a **Password Change Required** screen — they enter the temporary password from the invite email and set their own.
If the Primary hasn't finished [onboarding](/getting-started/onboarding), invited teammates see an **"Account Setup In Progress"** lockout instead. They get full access as soon as the Primary clicks **Complete Setup**.
How to hand off Primary ownership.
Brand assets, slug, contact info, and business address.