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

# Get your team into TWICE

> Invite the people launching with you and assign the role each one needs, before training starts.

Part of step 3 of the [launch path](/docs/guides/launch/overview), [Set up your business](/docs/guides/launch/set-up-the-foundation). Invite everyone who needs an admin account, and assign their role at the same time, under **Settings → Users & Roles**. Getting this right now is what keeps [training](/docs/guides/launch/train-your-staff) short: a counter user who only needs orders should only see orders.

<Warning>
  **A role is active the moment you send the invite, not when it is accepted.** Status **Invited** records whether someone has signed in, not whether they have access. If you invite the wrong person or pick the wrong role, delete them from the users list. Do not wait for the invite to lapse: an expired link does not revoke anything, and a sign-in through SSO or an existing password activates the same access regardless.
</Warning>

## Choose a role before you invite

Four system roles, each a fixed template:

| Role        | Data access                                                                         | Sidebar areas |
| ----------- | ----------------------------------------------------------------------------------- | ------------- |
| **Owner**   | Everything, including finance                                                       | All 10        |
| **Admin**   | Everything except finance, which is view-only                                       | 9 of 10       |
| **Manager** | Full on day-to-day work; limited settings                                           | 8 of 10       |
| **Member**  | Registers stock, builds listings, fulfils orders; no pricing, cost data or payments | 6 of 10       |

A **Member** already covers most of a launch team's daily work. What it cannot reach is money: stock item costs, listing prices, discounts, and the Payments tab on an order.

Need something narrower or wider than a system role gives? Build a **custom role** under **Settings → Users & Roles → Roles**. A custom role only ever adds to the system role underneath it. To give someone less than Member, assign a lower system role instead, not a custom one.

## Send the invite

Invite by email under **Settings → Users & Roles**. Assign the system role, and any custom roles, in the same step rather than inviting first and assigning later.

Check that more than one person can reach billing, payments and user management before you move on. A single Owner or Admin is a single point of failure for the rest of the launch.

## What the invited person experiences

| Case                                           | What happens                                                                                                                                                                                                                         |
| ---------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| New to TWICE Commerce                          | Their first sign-in lands them straight in your account and status flips from **Invited** to **Active** automatically.                                                                                                               |
| Already has a TWICE Commerce sign-in elsewhere | Their sign-in lands on that existing account instead. To reach yours, they open the invite email's link, or select **Join** next to the **Invited** entry in the admin's account switcher. Switching accounts is blocked until then. |

The invite link expires after 7 days. There is no resend action in the admin: an invitee who opens an expired link gets a **Send new invitation** button right there, which sends a fresh link on a fresh 7 days. You do not need to re-invite them yourself.

## Visible areas are not data access

<Warning>
  **Hiding a sidebar section does not remove the data behind it.** Visible areas decide what appears in the sidebar. Permissions decide what the server returns. A role can grant `customers:view` without showing **Customers** in the sidebar at all, which is exactly what lets a user pick a customer inside the order flow without a dedicated Customers section. Turning a section off only hides it: it never revokes the access underneath.
</Warning>

Set this on a custom role's permissions matrix, under its **Show in UI** column. Turning a section's **Show in UI** on also turns its **View data** on. Turning **View data** on by itself leaves the sidebar untouched, so granting access never accidentally exposes a section, and hiding a section never accidentally revokes access.

## Done when

* Everyone launching with you has signed in and holds the role you meant them to have.
* More than one person can reach billing, payments and user management.
* Nobody who should be **Active** is still sitting on **Invited**, and nobody holds access you did not mean to grant.

## Related articles

<CardGroup cols={2} className="doc-rows-condensed">
  <Card title="Set up your business" href="/docs/guides/launch/set-up-the-foundation">
    The launch step this guide belongs to.
  </Card>

  <Card title="Users & Roles settings" href="/docs/settings/users-roles">
    Every field on the invite flow and the permissions matrix, in full.
  </Card>

  <Card title="Visible Areas" href="/docs/concepts/admin/visible-areas">
    How sidebar visibility and data access stay independent, across the whole admin.
  </Card>

  <Card title="Security settings" href="/docs/settings/security">
    Which sign-in methods your team can use.
  </Card>

  <Card title="Bring in your data" href="/docs/guides/launch/bring-in-inventory-and-catalog">
    The next step, once your team can sign in.
  </Card>
</CardGroup>
