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

# Team Management

> Inviting and managing team members

# Team Management

Invite staff members to your Tesa Cloud organisation and manage their access permissions.

## User Roles

### Primary User (Surgeon)

* Full access to all features
* Can invite team members
* Manages organisation settings
* Controls permissions for sub-users

### Sub-User (Team Member)

* Access based on granted permissions
* Cannot invite other users
* Cannot modify organisation settings
* Can perform assigned tasks

## Inviting Team Members

<Steps>
  <Step title="Go to Team Settings">
    Navigate to Settings > Team Management
  </Step>

  <Step title="Click Invite User">
    Click the **Invite** button
  </Step>

  <Step title="Enter Email">
    Provide the team member's email address
  </Step>

  <Step title="Set Permissions">
    Select the permissions to grant
  </Step>

  <Step title="Send Invitation">
    Click Send to email the invitation
  </Step>
</Steps>

## Permissions

Control what team members can access:

| Permission                   | Description                                                           |
| ---------------------------- | --------------------------------------------------------------------- |
| View Patients                | See patient records                                                   |
| Create Patients              | Add new patients                                                      |
| Patient Observations         | Add/edit patient observations                                         |
| View Cases                   | Access procedure history                                              |
| Contribute to Cases          | Add notes, images, and media to case files                            |
| Approve/Reject Contributions | Review and approve or reject contributions submitted by collaborators |
| View Reports                 | See generated reports                                                 |
| Send Reports                 | Email reports to patients                                             |
| Survey Settings              | Configure surveys                                                     |
| Survey Questions             | Edit survey questions                                                 |
| Run Reports                  | Generate analytics                                                    |
| Export Reports               | Download data                                                         |
| Procedure Settings           | Manage templates                                                      |
| Report Settings              | Configure report preferences                                          |

## Managing Permissions

<Steps>
  <Step title="Go to Team Settings">
    Navigate to Settings > Team Management
  </Step>

  <Step title="Select User">
    Click on the team member's name
  </Step>

  <Step title="Edit Permissions">
    Check or uncheck permissions
  </Step>

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

## Invitation Status

Track pending invitations:

| Status   | Description                   |
| -------- | ----------------------------- |
| Pending  | Invitation sent, not accepted |
| Accepted | User has created account      |
| Expired  | Invitation link expired       |

Resend expired invitations as needed.

## Removing Team Members

<Steps>
  <Step title="Go to Team Settings">
    Navigate to Settings > Team Management
  </Step>

  <Step title="Select User">
    Click on the team member
  </Step>

  <Step title="Click Remove">
    Select Remove from Organisation
  </Step>

  <Step title="Confirm">
    Confirm the removal
  </Step>
</Steps>

<Warning>
  Removing a team member revokes their access immediately. Any work in progress should be saved first.
</Warning>