---
title: Adding Your First Team Member
description: "## **Overview** Collaboration starts by inviting your team. You can assign roles, set permissions, and ensure every case finds the right owner. **Steps** 1. **Go to User Management** - From the sidebar, click **Settings → Team Members**. 2. **Click Add Member**…"
url: "https://digicase.io/docs/adding-your-first-team-member/"
updated: "2025-08-22"
category: 🚀 Getting Started
---

# Adding Your First Team Member

## **Overview**

Collaboration starts by inviting your team. You can assign roles, set permissions, and ensure every case finds the right owner.

**Steps**

1. **Go to User Management**
   - From the sidebar, click **Settings → Team Members**.
2. **Click Add Member**
   - Enter their details:
     - Full Name
     - Work Email
     - Role/Title (e.g., Case Agent, Supervisor, Admin)
3. **Assign a Role**
   - **Admin:** Full access to manage cases, users, and billing.
   - **Manager:** Manage cases and team assignments.
   - **Agent:** Handle assigned cases only.
   - **Viewer:** Read-only access.
4. **Set Permissions (Optional)**
   - Restrict access to certain case categories or integrations.
   - Define SLA escalation rights.
5. **Send Invitation**
   - Click **Invite**.
   - The team member receives an activation email.
   - Once they set a password, they can log in.
6. **Monitor Invitations**
   - Pending invites are visible under “Invitations.”
   - Resend or revoke invites as needed.

✅ **Tip:** Start with one or two Admins and expand with Agents as your usage grows.