--- sidebar_label: User Management sidebar_position: 5 description: Invite team members to your DocJacket organization, assign roles, manage seats, and control access. --- # User Management Add team members to your DocJacket organization and control what they can access. ## Inviting team members 1. Go to **Settings > Team Members** 2. Click **Invite Member** 3. Enter their email address 4. Assign a role 5. Click **Send Invite** They'll receive an email with a link to join your organization. The Team Members page also shows seat usage. If your plan is at capacity, DocJacket may prompt you to upgrade or add another seat before sending the invite. ## Roles and permissions Each team member is assigned a role that controls what they can see and do. You can create custom roles in **Settings > Roles** with granular permissions for: - **Organization management** - Access to settings and organization config - **User management** - Ability to invite and manage other users - **Transaction management** - Create, edit, delete transactions - **Communication** - Send emails and access the inbox - **Tasks & scheduling** - Manage tasks and calendar - **Reports & analytics** - View and generate reports - **Billing** - Access subscription and payment details - **API & integrations** - Manage integrations and webhooks The Roles page separates system roles from custom roles. You can create a custom role, choose its permissions, show or hide each role's permissions, edit custom roles, and delete unused custom roles. ## Managing members and invitations From **Settings > Team Members**, you can: - **Deactivate a member** - Remove their access without deleting their account - **Reactivate a member** - Restore access when your seat limit allows it - **Remove a member** - Permanently remove them from your organization - **Resend an invitation** - Send a fresh invite email for a pending invitation - **Cancel an invitation** - Stop a pending invitation that should no longer be used