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

# Team and roles

> Invite your team, pick their role, decide who receives customers, and add people who work only through WhatsApp.

**Team** shows everyone from your business in Ash.

## Before you start

Only the **Owner** and **Admins** can invite people and change who receives customers.

## The roles

| Role | What they can do |
| - | - |
| **Member** | Handles customers and conversations. Sees all chats, calls, and customers. |
| **Admin** | The same, plus inviting and managing the team. |
| **Owner** | Full control, including the subscription and other owners. |

Money (payments, receipts, and amounts) has its own rule. [Who sees what →](/en/cuenta/quien-ve-que.md)

## Add a person

**1. Open Team**

Go to **Team** and tap **Add person**.

**2. Choose how they'll work**

**Uses the platform**: signs in to the dashboard with their email. **WhatsApp only**: for drivers, movers, or others who don't use the dashboard.

**3. If they use the platform**

Enter their email and pick their role. A Member comes with **Receives customers** turned on. Tap **Send invitation**.

**4. If they work only through WhatsApp**

Enter their name and phone number, pick their permissions, and tap **Add to team**. Then tap **Send them the message**.

## Who receives customers

New customers are assigned automatically to people with **Receives customers** turned on, starting with whoever has the fewest. If nobody has it on, they go to the owner.

## Your team on WhatsApp

People who work **WhatsApp only** don't need to sign in to the dashboard. They message Ash on WhatsApp to see their jobs, mark one as done, or leave a note.

You decide what they can see and do:

* See the customer's phone number
* See job notes
* See prices and quotes
* Mark jobs as done

They never see payments or receipts.

Your number is a team number too: if you message Ash from it, it answers as your internal assistant, not as it would a customer. [How to test Ash →](/en/ash/como-probar.md)

## Change a role or remove someone

Open the menu in the person's row: **Make owner**, **Promote to admin**, **Change to Member**, or **Remove from team**. If the invitation is still pending: **Resend invitation** or **Cancel invitation**.

## Next steps

> **[Who sees what](/en/cuenta/quien-ve-que.md)**
>
> The money rule.

> **[Google Calendar](/en/calendario/google-calendar.md)**
>
> Each person connects their own.


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