# Team settings Team settings control who can access your workspace, which pipelines they can see, and how seats are managed. Fluid keeps team management simple and explicit.\ You must have available seats and an active paid plan before inviting teammates. Watch this short YouTube video showing how to invite and manage team sets in Fluid CRM: *** ### Team seats Team seats define how many people can access your workspace. Each additional seat costs **€12 per month**. Key rules: * Seats must be purchased **before** inviting teammates * You cannot add teammates while on a trial * You must be on a paid plan to use team features * Seats are shared across the entire workspace You can manage seats using **Manage seats**. From there, you can: * Add seats * Remove seats (only when seat usage allows) * Adjust seat count as your team changes *** ### Inviting teammates To invite a teammate: 1. Ensure you have available seats 2. Click **Invite** 3. Enter the teammate’s email address 4. Select a role 5. Assign pipeline access 6. Send the invitation Fluid sends an email invitation to the teammate. After accepting the invite: * The teammate is prompted to sign up or log in * The teammate is automatically added to your workspace * Pipeline access is applied immediately *** ### Roles and permissions Fluid currently supports two roles: #### **Owner** * Full access to all settings * Can manage billing, seats, and team members #### **Member** * Can view and manage deals and contacts * Cannot manage billing or workspace-level settings Roles are assigned during the invitation process and can be updated later. *** ### Pipeline access control Each teammate can be assigned access to specific pipelines. This allows you to: * Restrict visibility by team responsibility * Keep pipelines focused and relevant * Prevent unnecessary noise across teams Pipeline access is selected during invitation and can be adjusted at any time. *** ### Invite links Fluid provides a shareable invite link. Invite links can be sent via: * Email * Slack * Microsoft Teams * Internal documentation * Direct message Anyone using the invite link must still: * Occupy an available seat * Complete signup before joining the workspace *** ### Managing teammates From Team settings, you can: * View all active teammates * Remove teammates from the workspace * Cancel pending invitations * Reassign pipeline access When a teammate is removed: * Their seat becomes available * Their access is immediately revoked Seat count can only be reduced when there are more seats than active teammates. *** ### Billing and team limits Important limitations: * Team features require an active paid subscription * Teammates cannot be added during trial * Seats are billed monthly * Seat changes apply immediately Team settings are designed to stay predictable and transparent. *** ### What to read next * **Account settings** – managing your personal profile and subscription * **General preferences** – workspace-wide defaults * **Billing and invoices** – subscription and payment details --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://fluid-crm.gitbook.io/fluid-crm-docs/settings/team-settings.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.