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

# Agency users

> How to add the team that uses the portal, what the roles are, and how to suspend, reset a password, or remove someone.

## What it is for

The agency team is the people who use the portal. You add the person and set the initial password. There is no email invite.

## Who can do it

Only the agency Owner and Admins manage the team. The portal has two roles:

| Role | What they can do |
| - | - |
| Owner | Everything, including billing, Stripe, and deleting the agency. One per agency. |
| Agency admin | Clients, plans, brand, and team. Can open a client in read-only mode. |

## Where to click

In the **Brand and account** menu, open **Agency team** (`/equipe`). The **Users** screen (`/usuarios`) has an "Agency team" view, for reference only.

## Step by step

**1. Click New member**

On **Agency team**, use **New member**.

**2. Fill in the form**

Enter **Name**, **E-mail**, **Role**, and **Initial password**. The password needs at least 8 characters, with a letter and a number. **Generate** creates a password for you, and **Copy password** copies it.

**3. Create the member**

Click **Create member** and give the password to the person. On first sign-in, they create their own password. Until then, the status is "Changes password on first sign-in".

If the email already has an account, the person joins the team with their usual password.

## What happens next

In the person's actions menu:

* **Edit**: changes the role and the details the account allows.
* **Reset password**: the old password stops working right away and open sessions are signed out.
* **Suspend**: the person can no longer sign in to the portal right now. Nothing is deleted. **Reactivate** undoes it.
* **Remove**: the person loses access to the portal and to clients. This cannot be undone. Their login still exists outside of here.

To change the Owner, use **Transfer** on the current Owner: the person becomes Owner, and you become Admin. The agency's organizations in your name move to them.

Under **Users** you also see the clients' people, with the All, Owners, or Invites views, and you can use **Open as client** and **Resend access**.

## Common errors

* "This e-mail is already on the team."
* "This e-mail is already in another agency."
* "Use 8 to 72 characters, with a letter and a number."
* "You can't do this on your own row."
* "The Owner can't be changed here."
* "This person is suspended. Reactivate them before transferring."
* "Only the Owner and the agency Admins manage the team."

## Next step

* [Users and roles](https://docs.stchat.app/en/agencias/usuarios-e-papeis.md)
* [How to open as client](https://docs.stchat.app/en/agencias/abrir-como-cliente.md)
* [Invite organization users](https://docs.stchat.app/en/agencias/convidar-usuarios-da-organizacao.md)


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