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

# Invite people and set up sales and operations teams

> Invite members to Localflow, give them a role, put them in sales or operations teams, choose team leads and set the usual operations team.

In Localflow, people work in teams. Sales teams plan and cost trips. Operations teams run trips after the customer says yes. Owners and admins invite people and set up the teams.

> [!NOTE]
>
> Localflow is invite only. A new company cannot sign itself up. Ask your Localflow contact to add your company.

## Invite a person

**1. Open Members**

Go to **Settings** › **Members**.

**2. Start the invite**

Click **Invite member**. The **Invite a team member** box opens.

**3. Type the email**

Type the **Email address**. To invite up to 50 people at once, tick **Add several people**.

**4. Choose the role**

Choose the **Role**: **Admin** or **Member**.

**5. Choose the team**

Choose the **Team**, or **No team yet**. Tick **Team lead** if this person leads the team.

**6. Send**

Click **Send invitation**. The person shows on the Members list as **Invited** until they join.

> [!NOTE]
>
> Screenshot to add: the Invite a team member box.

### The roles

* **Admin**: manages the team, catalog, proposal policy and settings, and sees every trip.
* **Member**: works on the trips of their teams.
* **Owner** is not offered in the invite. An owner gives it later.

## Make a team

**1. Open the teams page**

Go to **Settings** › **Sales teams** or **Operations teams**.

**2. Add the team**

Click **Add a sales team** or **New operations team**.

**3. Name it**

Type the **Team name** and save.

To rename a team, use **Rename**. **Remove team** shows only when the team has nobody in it.

## Move a person to another team

1. Go to **Settings** › **Members** and click the person.
2. Click **Add to a sales team** or **Add to an operations team**.
3. To take them out of a team, click **Remove**.

On a team, use **Make lead** or **Not lead** to change the team lead.

> [!TIP]
>
> A team lead can add people to their own team, or **Ask to add** them. An owner or admin then sees the request under **Asking to join**.

## The usual operations team

Confirmed trips go to an operations team.

* In a sales team, answer **Which operations team usually runs its confirmed trips?**
* For the whole company, an owner ticks **This is the usual team for confirmed trips** on one operations team. It shows **Usual team**.

There is always at least one operations team. You cannot remove the last one.


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