# Giving your team access and choosing the role

> How to create a colleague's access, the difference between the two roles, and the security detail nobody notices.

## What you will get

Your office staff working in the system, with the right access — neither too
little nor too much.

The path is **Team Members**.

![Members list with name, email, role and actions](/Apps/edupay/ajuda/conta-membros.png)
*One row per person. The **Role** column shows the current role, and the button at the top creates a member. The screenshot is from the Portuguese panel; the layout is the same in English.*

## It is not an invitation: you create the access

![Create member form, with name, email, password and role](/Apps/edupay/ajuda/conta-criar-membro.png)
*Five fields. **You set the password**, and the person gets it however you choose — there is no invitation email.*

That changes practice in two ways:

**You have to agree the password with the person.** Write a temporary password,
create the access and pass it on through a safe channel — ideally in person or by
message, not by email alongside the system address.

**You know their initial password.** Ask them to change it on first sign-in, from
their profile. Until they do, the access is not theirs alone.

## The two roles

| | Owner | Team |
|---|:---:|:---:|
| Create and edit students, offerings, cohorts and tracks | ✓ | ✓ |
| Enrol, charge, review signatures | ✓ | ✓ |
| **Delete** a student, offering, cohort or track | ✓ | — |
| **Price tables and contract templates** | ✓ | — |
| **School settings** | ✓ | read only |
| **Cancel an enrolment** | ✓ | — |
| **Create and edit members** | ✓ | — |

**Choose "team" by default.** It covers the whole office routine — registering,
enrolling, charging, checking contracts. What it does not do is precisely what
should not be done without thinking twice: deleting things, changing prices and
cancelling enrolments.

> **When permission is missing, the button is not greyed out — it is not on the
> screen at all.** That explains almost every "the system lost my button" your
> team reports.

## The role shows in English on the list

The **Role** column shows `owner` and `member`, which are the internal names. Read
them as owner and team. Logged for correction.

## The member limit applies here

If your plan has a member limit and it has been reached, the create button returns
you to the list with the limit notice. The limits article shows where to see the
headroom.

## How you know it worked

> [certo]
> The person appears on the list with the chosen role, and can sign in with the
> email and password you set.

## If something goes wrong

> [erro]
> **The create screen bounces back to the list.** The plan's member limit has been
> reached.
>
> **A colleague signs in but cannot find a button.** Check their role on the list.
> The table above says what each role sees.
>
> **The email is already in use.** Each person has one account per school. If they
> already work at another institution in the system, use a different email here.


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https://edupay.estudiosite.com/en/ajuda/account/team-members
2026-08-06