---
title: Manage Team
description: Sortly makes teamwork easier by allowing you to control who can view or edit specific parts of your inventory.
---
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1. [Sortly Help Center](https://help.sortly.com/?hsLang=en)
2. [Getting started](https://help.sortly.com/getting-started?hsLang=en)
3. [Managing Users and Permissions](https://help.sortly.com/getting-started?hsLang=en#managing-users-and-permissions)
# Manage Team
Sortly makes teamwork easier by letting you control who can view or edit specific parts of your inventory. Owners and Admins have full access to the account, while Team Members are granted access based on assigned permissions.
Advanced
Premium
Ultra
Enterprise
In this article
1. [How to invite or add a user](https://help.sortly.com/manage-team#invite-user)
2. [How to remove a user](https://help.sortly.com/manage-team#remove-user)
3. [Permissions overview](https://help.sortly.com/manage-team#team-permissions)
4. [How to set permissions for the Team Member role](https://help.sortly.com/manage-team#set-permissions)
5. [Additional user seats](https://help.sortly.com/manage-team#user-seats)
6. [Sharing your Sortly account with customers](https://help.sortly.com/manage-team#sharing)
7. [FAQ](https://help.sortly.com/manage-team#faq)
### How to Invite or Add a User
When you add a new user, you'll choose the level of permission they get. There are three user roles:
- **Owner:** Access to all folders and settings.
- **Admin:** Access to all folders with limited settings. Admins cannot add users, update billing information, or assign Role Permissions. On Enterprise plans, Admins can also assign Role Permissions and invite users as a Team Member or Custom Role.
- **Team Member:** Access to one or more folders. You can give Team Members edit or read-only access to each folder they need.
To invite a new user, go to [Manage Team](https://app.sortly.com/manage-members) by clicking Settings \> User Access Control \> Manage Team.
From there, click Invite User.
Enter the user's information, including their role, and click Send Invite.
The user gets an email invite as soon as you click Send Invite. Their status changes from **Pending Invitation** to **Accepted** once they accept.
⚠️ If a user isn't receiving the email invite and their status is still Pending Invitation, have them check their Spam or Junk folder. If they still can't find it, contact our [Support Team](https://help.sortly.com/hc/en-us/requests/new?hsLang=en).
---
### How to Remove a User
1. 1**Go to Manage Team**
Open [Manage Team](https://app.sortly.com/manage-members) in your account settings.
2. 2**Find the user**
Locate the user's name in the list.
3. 3**Remove them**
Hover over the name and click the trash can icon to remove them.
---
### Permissions Overview
Here's what each role can do when it comes to managing your team:
Role
Can invite or remove users
Owner
Yes
Admin
Enterprise only
Team Member
No
---
### How to Set Permissions for the Team Member Role
1. 1**Open Manage Team**
Click the settings icon on the folder menu and select Manage Team.
2. 2**Click Invite User**
3. 3**Choose the Team Member role**
Enter the user's information and choose the **Team Member** role.
4. 4**Set folder access**
Click Add next to the folder you want the user to access. This gives them edit permissions. Choose **View Only** if you'd rather they not make changes. You can also revoke any previous permissions from this section.
5. 5**Send the invite**
Click Send Invite. The user's status changes from Pending Invitation to Accepted once they accept.
💡 If a user isn't receiving the email invite and their status is still Pending Invitation, have them check their Spam or Junk folder. If they still can't find it, contact our [Support Team](https://help.sortly.com/hc/en-us/requests/new?hsLang=en).
---
### Additional User Seats
Each plan includes a set number of user seats. Included seats are part of your plan and cannot be removed. Only paid additional user seats can be removed and credited.
### How to Add a User Seat
1. 1**Go to Manage Team**
Navigate to Manage Team in your account settings.
2. 2**Add the seat**
Click Add Seat in the upper-right corner.
### How to Remove a User Seat
1. 1**Go to Manage Team**
Navigate to Manage Team in your account settings.
2. 2**Remove the user**
Remove any users occupying the seat(s).
3. 3**Delete the seat**
Click the trash can icon again to delete the additional seat entirely. You'll receive a credit for the unused time on that seat, which will be applied toward your next invoice.
⚠️ Don't see a trash can icon? Only paid additional user seats can be removed. Seats included with your plan can't be deleted and won't show a remove option.
---
### Sharing Your Sortly Account with Customers
### Adding as a New User
You can share inventory with your customers by adding them as a new user in Sortly. See [how to create a new user](https://help.sortly.com/hc/en-us/articles/360000751571?hsLang=en). All customers should be given a Team Member role.
### Without Giving Sortly Access
If you don't want to give your customers a login, you can export CSV, Excel, or PDF reports and send those directly to share information about the inventory you have on hand. See [how to export reports](https://help.sortly.com/hc/en-us/articles/360000735112?hsLang=en).
### Frequently Asked Questions
Do I need a user license or seat for each of my employees?
Yes. A user license or seat is required for anyone who needs to access your account to view or edit inventory.
Why am I being charged for user seats?
Each plan includes a set number of user seats. If you add more users than your plan allows, the additional seats are billed at an extra cost. If you have questions about your plan or charges, contact our [Support team](https://help.sortly.com/hc/en-us/requests/new?hsLang=en).
Which plans support multi-user access?
Multi-user access is available on all paid plans. Premium and Enterprise plans include additional permission options. For setup instructions, see [Manage Permissions (Premium & Enterprise)](https://help.sortly.com/hc/en-us/articles/14451794715419-Manage-Permissions?hsLang=en).
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