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

# Users and teams

> Invite team members, manage book access and admin roles, and organize users into teams.

The users and teams page lets admins manage who has access to your firm's Slant account, which books they can see, and how users are organized into teams.

<Note>
  Only admins can invite members, change roles, manage book access, and create teams.
</Note>

To manage users and teams, go to **Settings** → **Users and teams**.

## Active users

The users table shows every active member in your company with their name, email, role, and book access.

<Note>
  **What you see depends on your role.** Admins see every user in the company and every book each user has access to. Non-admins only see users they share at least one book with, and the **Books** column only lists books they share with that user. You always see yourself.
</Note>

### Auth method and 2FA

Admins see two extra columns for every user:

* **Auth method** — how the user signs in. Shows **Google** or **Microsoft** (with the provider's icon) for users signed in with those identity providers, or **Password** for users with email and password sign-in. A dash (-) means Slant could not determine the sign-in method.
* **2FA?** — whether the user has two-factor authentication enabled on their account. Shows a **Yes** or **No** badge, or a dash (-) if the status is unavailable.

These columns are visible to admins only and are read-only. Each user manages their own sign-in method and 2FA settings from their **Profile**.

### Change a user's role

Each user has a role of either **Admin** or **Member**. Admins can manage users, teams, invitations, and company-level settings. Members can only manage their own profile and notification preferences.

To change a user's role, click the role dropdown in the **Status** column and select **Admin** or **Member**.

<Warning>
  You cannot remove admin access from the last remaining admin.
</Warning>

### Manage book access

Each user's books appear as badges in the **Books** column. To remove a user from a book, click the <Icon icon="x" /> on the book badge and confirm.

To add a user to a book, click **Add to book** at the top of the page, then select the user and the books to grant access to.

<Note>
  You cannot remove a user from a book they own (their principal book).
</Note>

## Invite a team member

<Steps>
  <Step title="Click Invite member" />

  <Step title="Enter the new member's details">
    Fill in their **Email**, **First name**, and **Last name**.
  </Step>

  <Step title="Configure book access">
    Toggle **Create own book** if the new member should have their own book. Use **Grant access to books** to select existing books they should have access to.
  </Step>

  <Step title="Click Send invitation">
    The invitation is sent by email. The new member appears in the table with a **Pending** badge until they accept.
  </Step>
</Steps>

### Manage pending invitations

Pending invitations appear in the users table with a **Pending** badge next to the email. For each pending invitation you can:

* **Copy the invitation link** — click the <Icon icon="copy" /> button to copy the sign-up link to your clipboard
* **Resend the invitation** — click **Resend** to send another email
* **Revoke the invitation** — click **Revoke** to cancel the invitation entirely

## Teams

Teams let you group users together so you can assign [tasks](/activity/tasks/overview) to an entire team at once.

### Create a team

<Steps>
  <Step title="Click New team">
    A new row appears at the top of the teams list.
  </Step>

  <Step title="Enter a team name" />

  <Step title="Choose a color">
    Click the color circle to pick a team color from the palette.
  </Step>

  <Step title="Add members">
    Click the members button and select users from the list.
  </Step>

  <Step title="Save the team">
    Click the checkmark or press Enter to create the team.
  </Step>
</Steps>

### Edit a team

* **Rename** — click the team name, type the new name, and press Enter
* **Change color** — click the color circle and pick a new color
* **Add or remove members** — click the members button, adjust the selection, and click **Save**

### Delete a team

Click the <Icon icon="trash-2" /> button next to a team and confirm. Tasks previously assigned to the team will no longer show the team name, but individual collaborators on those tasks remain.

## FAQ

<AccordionGroup>
  <Accordion title="Can non-admin users see the users and teams page?">
    Yes, but with limited access. Non-admin users can see the list of users and their book access but cannot invite members, change roles, manage book access, or create teams.
  </Accordion>

  <Accordion title="What happens when I revoke an invitation?">
    The invitation link becomes invalid and the pending entry is removed from the table. The invited person can no longer use the link to join.
  </Accordion>

  <Accordion title="Can I assign tasks to a team?">
    Yes. When assigning a [task](/activity/tasks/overview), you can select a team instead of an individual. All team members become collaborators on the task.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Profile" icon="user" href="/account-settings/profile">
    Update your personal information and preferences.
  </Card>

  <Card title="Tasks" icon="circle-check" href="/activity/tasks/overview">
    Learn how to create and manage tasks for your team.
  </Card>
</CardGroup>