# Team Management: employees and roles

_Team & access · 2 min read · Updated 2026-10-21 · https://lanachat.ai/guides/team-and-roles/_

**Team Management** (under **Users** in the sidebar) is where you add your team and decide what each member can see and do. It has three tabs: **Team**, **Roles** and **Agency structure**.

## Add a member

1. On the **Team** tab, press **Add member**. A window opens in the middle of the screen.
2. Under **Identity**, fill in **First name** and **Email** (both required), then **Last name** and **Branch** if you want.
3. Under **Role**, pick a card: **Manager**, **Chatter** or one of your custom roles. Each card lists what the role can do.
4. Under **Creators assigned**, tick the creators they work on. Telegram accounts and traffic share can be set later in their profile.
5. Leave **Active** on so they can sign in, then press **Add member**. Nothing is created before that: **Cancel** leaves the team as it was.
6. In the next step, press **Create access key**, then **Copy**, and share the key privately: see [Personal access keys](https://lanachat.ai/guides/personal-access-keys/).

> Tip: The table opens on **Active** members. Switch to **All** or **Disabled** at any time, search by name, and sort by any column, such as **Revenue, 30 days** or **Last active**. Use the arrows under the table to change page, and **Rows** to show 10, 25 or 50 members.

Press a member's name to open their profile on the right: identity, access, role, creators and traffic share.

## Roles and overrides

A member's permissions come from their role. Press **Edit roles** to change what a role allows: see [Custom roles](https://lanachat.ai/guides/custom-roles/).

For a one-off exception, press **Override for this member** and flip the switches you need. The role then no longer applies to that person. **Use role permissions** puts them back on their role.

## Share traffic

When several chatters work on the same creator, set each one's **Traffic share** under **Creators**.

## Agency structure

Branches group your team (a city, a shift). Each card shows its manager, members, creators and 30-day earnings. Press **Add branch**, then drag a member onto a card, or use **Move to**.

## Disable or delete

Turn off **Active** to cut access at once: the role and creators are kept. **Delete** in the row menu removes the member and unassigns their creators.

> Note: Only the agency owner can change access and permissions.

More on the [Team and roles feature page](https://lanachat.ai/landing/features/team-and-roles/).

## Related

- [Personal access keys](https://lanachat.ai/guides/personal-access-keys/)
- [The Console at a glance](https://lanachat.ai/guides/console-at-a-glance/)