> ## Documentation Index > Fetch the complete documentation index at: https://docs.insurestack.ai/llms.txt > Use this file to discover all available pages before exploring further. # Invite Team Members > Add colleagues to collaborate in your InsureStack organization **Team Plan Required:** Team member invitations are only available on **Team and Enterprise plans**. Free, Plus, and Pro plans are single-user only. ## Overview Add colleagues to your organization so they can collaborate on submissions, quotes, policy analysis, and more. All team members share the organization's subscription and credit pool. ## Who Can Invite Members? Team members with **"Invite Members"** permission can send invitations. By default, the organization owner (the person who created the organization) has this permission. ## How to Invite Team Members From the sidebar, click **"Invite Members"** (bottom section). Open the invitation form. Provide: * **Full name** - Team member's first and last name * **Email address** - Where the invitation will be sent You can invite multiple team members at once by filling out multiple invitation forms. The system sends email invitations to the provided addresses. Recipients receive an email invitation with a link to join your organization. They click the link, create their account (or log in if they already have one), and join your organization. ## Duplicate Prevention The system prevents duplicate invitations: * You cannot invite the same email address twice if they're already a member * You cannot invite the same email if there's a pending invitation If a team member doesn't receive the invitation email, check their spam folder. If still missing, try re-sending the invitation. ## Managing Team Members After Invitation Once team members join: 1. **Set permissions** - Control what they can access via [Permissions](/team/permissions) 2. **Monitor activity** - See their actions in the Dashboard's Recent Activity 3. **Track usage** - View organization-wide credit usage (individual usage tracking not currently available) ## Removing Team Members To remove a team member from your organization: 1. Navigate to **Permissions** 2. Find the team member in the list 3. Click **"Remove Member"** or **"Revoke Access"** 4. Confirm the removal Removing a team member immediately revokes their access to your organization. They will no longer be able to view data or use features. ## Best Practices After inviting members, configure their permissions in the Permissions page. Don't assume default permissions match your needs. Invite team members using their work email addresses for better organization and accountability. Communicate to team members what their role is and what they're responsible for in InsureStack. Periodically review your team list and remove members who no longer need access. Help new team members get started by sharing documentation and providing a brief orientation to the platform. ## Plan Requirements ### Free, Plus, and Pro Plans * **Single-user only** - Cannot invite team members * **Upgrade required** - Must upgrade to Team or Enterprise to add colleagues ### Team Plan * **Multiple users** - Invite as many team members as needed * **2,010 monthly credits** - Shared across the entire team * **\$999/month** - Flat rate regardless of team size ### Enterprise Plan * **Unlimited users** - No restrictions on team size * **Unlimited credits** - No usage limits * **Custom pricing** - Tailored to your organization View plan details and upgrade to start inviting team members ## Credit Sharing All team members share the organization's credit pool: * **Credits are organization-level** - Not assigned to individual users * **Anyone can use credits** - Any team member can perform actions that consume credits * **Shared visibility** - Everyone can see the organization's credit balance * **No individual tracking** - Cannot track which team member used which credits Monitor your credit usage carefully when you have multiple team members. Consider the Team Plan (2,010 credits/month) or Enterprise (unlimited) if your team uses features heavily. ## Frequently Asked Questions No. Each user can only belong to one organization at a time. If they need to leave your organization to join another, they must be removed first. No. Team members do NOT pay separately. They're covered under your organization's subscription. You pay one flat rate for the Team Plan regardless of how many members you have. Yes. Use the [Permissions](/team/permissions) page to grant or revoke access to specific modules like Submissions, Quoting, Policies, Commissions, and Integrations. They can use the "Forgot Password" link on the login page to reset their password via email. Only if they have "Invite Members" permission. By default, only the organization owner has this permission, but you can grant it to others via the Permissions page. ## Next Steps Control what team members can access Upgrade to Team or Enterprise to enable team features Monitor team activity in Recent Activity timeline Learn tips for team collaboration