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

# Inviting and managing team members

> Send an invite with a temporary password, then filter, edit roles, or deactivate access without losing history.

1. Go to **Settings → Users** and select **New User**.
2. Enter their name, email, phone, and role.
3. They receive an email with a temporary password, shown as **Pending Invite** until they sign in and set their own.

From the Users list, filter by role or status, search, edit anyone's profile or role, and deactivate/reactivate access without deleting their history.

<Note>
  The **Groups** tab is for organizing your team into named groups — by crew, region, or however makes sense to you — for easier filtering and for @mentioning a whole group at once in a note. It doesn't carry its own custom permission set; every user still has exactly one of the four roles above regardless of which groups they belong to.
</Note>