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

# Users and permissions

> Invite colleagues or your agency to a billing account, choose what each of them can do, remove access and follow the activity log.

Give a colleague, developer or agency their own login on your billing account, with only the access they need. You manage members under **Team access** in the sidebar, as the owner or with the **Manage users** permission.

## Invite a member

**1. Open Users**

In the sidebar, open **Team access** > **Users** and click **Invite user**.

![Users page with the owner, two members with edit and delete buttons, a pending invitation and Invite user](https://mintcdn.com/perfgrid/sWFJqnIUuIEWyOeE/images/console/team/members-and-permissions-members.png?fit=max\&auto=format\&n=sWFJqnIUuIEWyOeE\&q=85\&s=090981a89046e5172cd06814354042e3)

**2. Choose the access**

Enter the person's **Email address**, choose a **Role** and click **Send invitation**. For **Custom**, tick the permissions you want to give.

![Invite user dialog with Email address and the roles Administrator, Billing, Technical and Custom](https://mintcdn.com/perfgrid/rir3QY8n0k7qdkOi/images/console/team/members-and-permissions-invite.png?fit=max\&auto=format\&n=rir3QY8n0k7qdkOi\&q=85\&s=52839ae44ab3d6fb3385c24be0a03509)

The invitation works for 7 days. Until it's accepted, it shows under **Pending invitations**, where **Withdraw** cancels it.

## Accept an invitation

Click **View invitation** in the email, log in with the address it was sent to and click **Accept invitation**. No login yet? Click **Sign up** and create one with that address first. You don't need a billing account of your own.

## Change or remove a member

On **Team access** > **Users**:

* **Change access**: click the edit button on the member's row, choose another **Role** or change the permissions, and click **Save**.
* **Remove**: click the delete button on the row and confirm. Their access and their API tokens for this billing account stop working straight away.

You can't change the owner's access or your own. To hand the account to someone else, see [Transfer ownership](https://perfgrid.com/docs/console/team/billing-accounts.md#transfer-ownership).

> [!NOTE]
>
> A member with **Manage users** can only give the permissions they hold themselves, and only change or remove members whose permissions they all hold too.

## Roles

| Role | What it gives |
| - | - |
| **Owner** | Every permission, plus **Account settings**. One per billing account. |
| **Administrator** | Every permission. |
| **Billing** | Invoices, payments, billing details, payment methods and support tickets; can see services and domains. |
| **Technical** | Services, domains, support tickets and API tokens. |
| **Custom** | Exactly the permissions you tick. |

## Permissions

| Permission | What the member can do |
| - | - |
| **View invoices** | See and download invoices, credit notes and credit, and see **Orders**. |
| **Pay invoices** | Pay open invoices. |
| **Manage billing details** | Change billing details, the VAT number and invoice copies. |
| **Manage payment methods** | Add and remove saved payment methods, choose the default card and switch auto-pay on or off. |
| **View services** | See services and their pages. |
| **Manage services** | Log in to a service's panel, change or cancel a service, remove addons. |
| **Place orders** | Order services, upgrade a service and add addons. |
| **View domains** | See domains and their details. |
| **Manage domains** | Change nameservers and other domain settings, manage domain contacts. |
| **View support tickets** | Read the billing account's tickets. |
| **Open support tickets** | Open tickets and reply. |
| **Manage users** | Manage members, see **Activity**, and see and revoke every API token. |
| **Manage API tokens** | Create and revoke their own API tokens. |
| **View affiliate programme** | See and join the affiliate programme. |

Some permissions come with a view permission, for example **Pay invoices** with **View invoices**.

## Require 2FA for everyone

The owner can require [two-factor authentication](https://perfgrid.com/docs/console/security/two-factor-authentication.md) or a [passkey](https://perfgrid.com/docs/console/security/passkeys.md) for every member. Set up your own second factor first, then open **More** > **Account settings** and switch on **Require two-factor authentication for all users**.

## Activity log

**Team access** > **Activity** lists changes to the billing account and its members, such as invitations, billing details, services, payments and tickets, and when PerfGrid Support logged in to help. Times are in UTC.

## Related articles

* [Billing accounts](https://perfgrid.com/docs/console/team/billing-accounts.md)
* [Two-factor authentication](https://perfgrid.com/docs/console/security/two-factor-authentication.md)
* [API tokens](https://perfgrid.com/docs/console/api/api-tokens.md)


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