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

# Team

> Viewing team members, inviting staff, managing roles, and handling invitations.

## Team Management

Navigate to **Settings > Team** to manage the people in your organisation. Only users with the **Surgeon** role can invite and manage team members.

## Viewing Team Members

The team page lists all members of your organisation with:

* Name and avatar initials
* Email address
* Role (Surgeon or Staff) — editable via dropdown for non-primary members
* Speciality

The **primary account holder** is marked with a green badge and cannot be removed or have their role changed.

## Roles

| Role        | Description                                                                                                                             |
| ----------- | --------------------------------------------------------------------------------------------------------------------------------------- |
| **Surgeon** | Full access to all features, including organisation settings, team management, and all cases.                                           |
| **Staff**   | Limited access based on assigned permissions. Can view and contribute to cases but cannot manage organisation settings or team members. |

### Changing a Member's Role

To change a team member's role, use the **role dropdown** in their row. The change takes effect immediately. The primary account holder's role cannot be changed.

## Inviting a Team Member

<Steps>
  <Step title="Click Invite team member">
    Click the **Invite team member** button at the top of the team page.
  </Step>

  <Step title="Enter their details">
    Fill in the first name, last name, and email address.
  </Step>

  <Step title="Select a role">
    Choose **Staff** (limited permissions) or **Surgeon** (full access).
  </Step>

  <Step title="Send the invitation">
    Click **Send invitation**. An email is sent to the invitee with a link to accept the invitation. The invitee also appears in the pending invitations list.
  </Step>
</Steps>

<Note>
  NavNX is invitation-only. There is no self-registration. All users must be invited by an existing team member with the Surgeon role.
</Note>

## Pending Invitations

Pending invitations appear below the team members list, showing:

* Invitee name and email
* Assigned role
* Time since the invitation was sent
* Days remaining until expiry (invitations expire after **30 days**)

### Actions on Pending Invitations

| Action                    | Description                                                                                      |
| ------------------------- | ------------------------------------------------------------------------------------------------ |
| **Copy link** (link icon) | Copies the invitation URL to your clipboard for manual sharing.                                  |
| **Resend** (refresh icon) | Regenerates the invitation code, resets the 30-day expiry, and sends a new email to the invitee. |
| **Cancel** (X icon)       | Deletes the invitation. The link is invalidated immediately.                                     |

## Accepting an Invitation

When you receive an invitation email (or link):

1. Open the link in your browser. You will see the organisation name, inviter, and your assigned role.
2. Enter your **first name** and **last name** (pre-filled if provided by the inviter).
3. Set a **password** meeting the strength requirements (see [Password Requirements](/getting-started/signing-in#password-requirements)).
4. Click **Create account & join**.
5. You will be redirected to the sign-in page to log in with your new credentials.

<Note>
  Invitation links expire after 30 days. If your link has expired, ask your organisation administrator to resend the invitation.
</Note>

## Removing a Team Member

To remove a team member:

1. Click the **remove icon** next to the member's name.
2. Confirm the removal in the confirmation prompt.

<Warning>
  Removing a team member revokes their access immediately. The primary account holder cannot be removed. Case notes and contributions from removed members are retained.
</Warning>