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

# Managing Team Members

> Add and manage manager accounts with project-level access in Gridix

Add manager accounts to your team so they can help manage projects and leads. Managers get access only to the projects you assign them.

## Adding a Manager

<Note>
  **Screenshot:** Add manager dialog — email, name, phone fields and project selection
</Note>

<Steps>
  <Step title="Go to Settings">
    Navigate to Settings in the admin sidebar, then open the Manager Accounts section.
  </Step>

  <Step title="Click Add Manager">
    Click the "Add Manager" button.
  </Step>

  <Step title="Enter details">
    Fill in the manager's information:

    * **Email** — used for login
    * **Name** — full name
    * **Phone** — contact number (optional)
  </Step>

  <Step title="Assign projects">
    Select which projects this manager can access:

    * **All projects** — access to every project in your account
    * **Specific projects** — choose individual projects
  </Step>

  <Step title="Send invitation">
    Click "Send Invitation". The manager receives an email with login instructions.
  </Step>
</Steps>

<Note>
  The manager will receive an email with instructions to set up their password and access the dashboard.
</Note>

## Managing Existing Managers

The Manager Accounts section shows all managers with their name, email, assigned projects, last activity, and account status.

<Note>
  **Screenshot:** Manager list view — name, email, project count, status, last activity
</Note>

### Editing Access

<Steps>
  <Step title="Select manager">
    Click on a manager in the list.
  </Step>

  <Step title="Edit permissions">
    Change their project assignments or update their information.
  </Step>

  <Step title="Save">
    Click "Save" to apply changes.
  </Step>
</Steps>

### Blocking a Manager

You can temporarily block a manager without removing their account. Blocked managers cannot sign in and see a "Blocked" message on login attempt. This is useful for temporary access suspension.

### Removing a Manager

<Warning>
  Removing a manager immediately revokes all their access to projects, leads, and the dashboard.
</Warning>

Click on the manager, then click "Remove Manager" and confirm.

## Permissions

| Feature                        | Developer | Manager |
| ------------------------------ | --------- | ------- |
| Create projects                | Yes       | No      |
| Edit assigned projects         | Yes       | Yes     |
| Delete projects                | Yes       | No      |
| View leads (assigned projects) | Yes       | Yes     |
| Manage leads                   | Yes       | Yes     |
| Account settings               | Yes       | No      |
| Manage subscriptions           | Yes       | No      |
| Add/remove managers            | Yes       | No      |

## Troubleshooting

<AccordionGroup>
  <Accordion title="Manager can't see projects">
    Verify that the correct projects are assigned to this manager. Check that their account is active (not blocked).
  </Accordion>

  <Accordion title="Invitation email not received">
    Check the spam/junk folder. Verify the email address is correct. You can resend the invitation from the manager accounts section.
  </Accordion>
</AccordionGroup>

## Next Steps

* **[Settings](/en/admin-panel/settings)** — other account settings
* **[Project Management](/en/projects/creation)** — how managers interact with projects
* **[Lead Management](/en/leads/management)** — how managers work with leads