> For the complete documentation index, see [llms.txt](https://help.givechariot.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.givechariot.com/account-management/team-management.md).

# 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.

<table data-full-width="false"><thead><tr><th width="230.59375"></th><th width="91.953125" data-type="checkbox">Owner</th><th width="91.1953125" data-type="checkbox">Admin</th><th width="99.3984375" data-type="checkbox">Finance</th><th width="134.234375" data-type="checkbox">Development</th><th width="95.0703125" data-type="checkbox">Viewer</th></tr></thead><tbody><tr><td>Add &#x26; Remove Users</td><td>true</td><td>true</td><td>false</td><td>false</td><td>false</td></tr><tr><td>Add &#x26; Remove External Financial Accounts</td><td>true</td><td>false</td><td>false</td><td>false</td><td>false</td></tr><tr><td>Transfer Funds (Money Movement)</td><td>true</td><td>true</td><td>true</td><td>false</td><td>false</td></tr><tr><td>Export Data</td><td>true</td><td>true</td><td>true</td><td>true</td><td>false</td></tr><tr><td>View Data</td><td>true</td><td>true</td><td>true</td><td>true</td><td>true</td></tr></tbody></table>

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

<figure><img src="/files/z6BDnPWTAfPswFwh89I2" alt="" width="563"><figcaption></figcaption></figure>

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

<figure><img src="/files/PNaGSeSYnVTVS63mglgt" alt="" width="563"><figcaption></figcaption></figure>

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.


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