# Team Management Chariot allows you to manage who has access to your account and control what each team member can do. ### User Roles There are four roles in Chariot, each with different levels of access. Choose the role that best matches each team member’s responsibilities.

	Owner	Admin	Finance	Development	Viewer
Add & Remove Users	true	true	false	false	false
Add & Remove External Financial Accounts	true	true	false	false	false
Transfer Funds (Money Movement)	true	true	true	false	false
Export Data	true	true	true	true	false
View Data	true	true	true	true	true

Free accounts support up to 10 users. If you need additional access, you can upgrade your plan or reach out to our team. *** ### Inviting Team Members

To invite someone to your account: 1. Navigate to Settings → Team 2. Select “Invite user” 3. Enter their email address and assign a role Invited users will receive an email to join your Chariot account. *** ### Removing Team Members

To remove a user: 1. Navigate to Settings → Team 2. Find the team member 3. Select “Remove” This will revoke their access immediately. Account Owners and Admins will be notified via email when a user is removed. *** ### Updating User Roles Account Admins and Owners can update a user’s role at any time from the Team settings page. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.givechariot.com/account-management/team-management.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.