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

# Team & roles

> Invite your team and understand the three firm roles.

Clivanta has three **Firm User** roles, in increasing order of permission.

| Role              | Can do                                                                                       |
| ----------------- | -------------------------------------------------------------------------------------------- |
| **Staff**         | Work the assigned clients/engagements — create and review request items, run internal tasks. |
| **Manager**       | Everything Staff can, plus create and manage engagements across the firm.                    |
| **Partner/Admin** | Everything Managers can, plus manage the team, firm settings, and billing.                   |

## Inviting team members

From **Settings → Team** (Partner/Admin only), invite a colleague by email and choose their role. They receive an invitation link and set their own password on acceptance.

<Note>
  Each active team member counts as a **seat** against your plan's seat limit. If you're at the limit, invitations are blocked until you upgrade or deactivate a member — see [Plans & billing](/billing/plans).
</Note>

## Deactivating and reactivating

Deactivating a member frees their seat and revokes their access immediately; their history is preserved. A Partner/Admin can reactivate them later (subject to the seat limit). You can never deactivate the last Partner/Admin.

## Visibility

By default, Partner/Admins and Managers see all clients. Staff see only the clients and engagements they've been granted access to, plus anything they own.