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

# Team Management

> Invite teammates to your organization, manage their roles, and control what they can access in the Crosspoint dashboard.

Crosspoint organizations support multiple users. You can invite teammates to collaborate on products, orders, customers, and other parts of your business — each with a role that determines what they're allowed to do.

Team management lives under [**Settings → Members**](https://app.crosspoint.finance/to/dashboard/settings/members) in your dashboard.

> [!NOTE]
>
> With SSO switched on for your store, you can connect your own identity provider instead of inviting people one by one. See [Single Sign-On](https://staging-docs.crosspoint.finance/features/sso.md).

## Roles

Every member of an organization has one of six roles. Pick the one that matches the person's job, so money and secrets stay with the people who need them.

| Role | What they can do |
| - | - |
| **Owner** | Everything. There is exactly one owner per organization. |
| **Administrator** | Everything except transferring ownership: members, finances, settings, webhooks and API tokens. |
| **Developer** | Products, custom fields, webhooks, API tokens and IP allowlists. Can view sales, customers, analytics and members. |
| **Finance** | Balance and payouts, and sales (orders, subscriptions, refunds). Can view products and customers. |
| **Sales / Support** | Customers and sales (orders, subscriptions, refunds), products and analytics. |
| **Viewer** | Can view everything, change nothing. |

You choose the role when you invite someone, and can change it later.

## Inviting a member

1. Go to [**Settings → Members**](https://app.crosspoint.finance/to/dashboard/settings/members) in your organization's dashboard.
2. Click **Invite**.
3. Enter the email address of the person you want to add.
4. Click **Send Invite**.

The invitee receives an email with a link to join your organization. If they don't already have a Crosspoint account, one is created for them when they accept the invitation.

New members join with the **Member** role by default. To grant additional access, change their role after they've been added.

> [!NOTE]
>
> **Already a member?** If you invite an email that's already part of your organization, no new invite is sent — the existing membership is shown instead.

> [!WARNING]
>
> **Enforcing [SSO](https://staging-docs.crosspoint.finance/features/sso.md)?** Invitations stop being a way in. The invited person becomes a member, but reaching the organization requires signing in through your identity provider. Add them there instead.

## Changing a member's role

Only **admins** and **owners** can change roles.

1. Go to [**Settings → Members**](https://app.crosspoint.finance/to/dashboard/settings/members).
2. Click the **⋯** menu on the member's row.
3. Choose **Change role**.
4. Select **Admin** or **Member** and click **Save**.

The role picker shows a side-by-side permissions matrix so you can confirm what each role grants before saving.

> [!NOTE]
>
> **The owner's role can't be changed from this menu.** Every organization has exactly one owner at all times. Ownership can only be transferred to another member of the organization who has completed identity verification — please [contact support](https://staging-docs.crosspoint.finance/support.md) to request an ownership transfer.

## Removing a member

Only **admins** and **owners** can remove other members.

1. Go to [**Settings → Members**](https://app.crosspoint.finance/to/dashboard/settings/members).
2. Click the **⋯** menu on the member's row.
3. Choose **Remove from organization**.
4. Confirm the removal.

The removed member immediately loses access to the organization. They keep their Crosspoint account and any other organizations they're a member of.

> [!WARNING]
>
> **You can't remove the owner.** Every organization always has exactly one owner — to remove the current owner, ownership must first be transferred to another member who has completed identity verification. Please [contact support](https://staging-docs.crosspoint.finance/support.md) to request an ownership transfer.

> [!WARNING]
>
> **Using [SSO](https://staging-docs.crosspoint.finance/features/sso.md)?** Removing a member here doesn't keep them out. Anyone who can still authenticate against your identity provider rejoins on their next sign-in. Revoke their access in your identity provider instead.

## Leaving an organization

If you want to leave an organization yourself:

1. Go to [**Settings → Members**](https://app.crosspoint.finance/to/dashboard/settings/members).
2. Click the **⋯** menu on your own row.
3. Choose **Leave organization** and confirm.

You can't leave an organization if you are:

* The **owner** — ownership must be transferred first.
* The **only remaining member** of the organization.

## Frequently asked questions

> **Do invited users need an existing Crosspoint account?**
>
> No. If the invited email doesn't have a Crosspoint account yet, one is created automatically. The user signs in to claim it when they accept the invitation.

> **Can people join without an invitation?**
>
> Yes, if your organization uses [Single Sign-On](https://staging-docs.crosspoint.finance/features/sso.md). Anyone who authenticates through your identity provider becomes a member with the Member role — no invitation needed. Your identity provider controls who can do that.

> **Can a user belong to more than one organization?**
>
> Yes. A user can be a member of any number of organizations and may have different roles in each one. You can switch between them from the organization picker in the dashboard.

> **How do I transfer ownership of an organization?**
>
> Ownership can only be transferred to another member of the organization who has completed identity verification. Every organization always has exactly one owner — the previous owner becomes an admin once the transfer completes.
> Please [contact support](https://staging-docs.crosspoint.finance/support.md) to request an ownership transfer.


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