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

# Team

> Who has access, and what their position means.

Under **Account settings → Team**. View, invite, and manage everyone with Admin Portal access.

## Inviting someone

Enter their email address and they receive an invitation to create their own login.

<Tip>
  Invite people properly rather than sharing a login. Lead assignment, activity logging, and escalation all depend on knowing who did what.
</Tip>

## Positions

Team members have a position such as Sales Rep, Sales Manager, or GM.

These matter functionally, not just as labels. Your [escalation policy](/sales-agent/crm/lead-routing) can **alert manager** or **alert GM**, and those actions need to know who those people are.

<Warning>
  If positions are wrong, escalations go to the wrong person or nowhere. Worth checking when you first set up routing.
</Warning>

## Who needs access

Anyone who has to act, not just anyone who wants to look:

* **Sales managers** — orders, leads, promotions
* **Sales reps** — their assigned leads and conversations
* **F\&I** — financing and protection products
* **Title clerks** — titling action items
* **Whoever reconciles** — payment reports

Anyone in your [lead routing rotation](/sales-agent/crm/lead-routing) **must** have an account, or leads will be assigned to someone who cannot see them.

## When someone leaves

<Steps>
  <Step title="Remove their access">
    From team settings.
  </Step>

  <Step title="Take them out of the rotation">
    Otherwise leads keep being assigned to them and go unworked. See [lead routing](/sales-agent/crm/lead-routing).
  </Step>

  <Step title="Reassign their open leads">
    Reassigning starts a fresh reach-out cycle so nothing sits untouched.
  </Step>
</Steps>