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

# Account Setup

> Invite your team, assign roles, and configure your account settings.

Your Alva account supports multiple team members with different levels of access — you control who can do what from **Settings → Team**.

## Roles

Every team member is assigned one of four roles:

| Role          | What they can do                                                                |
| ------------- | ------------------------------------------------------------------------------- |
| **Admin**     | Full access to everything, including billing, team management, and all settings |
| **Manager**   | Full CRM access with limited settings access                                    |
| **Sales Rep** | CRM access; no admin or billing                                                 |
| **VC**        | Read-only access to the VC portal only                                          |

## Inviting team members

1. Go to **Settings → Team**.
2. Click **Invite member**.
3. Enter the person's **email address** and select their **role**.
4. Click **Send invitation** — they'll receive an email with a link to join.

Invitations expire after **7 days**. If someone hasn't accepted in time, you can resend the invitation from the same page.

## Managing your team

From **Settings → Team** you can:

* **Change a team member's role** — admin only.
* **Remove a team member** — this revokes their access immediately.
* **Cancel a pending invitation** before it's been accepted.

## Tags

Tags help you categorise companies and contacts in your CRM. You can create and manage your tag list under **Settings → Tags**.

<Tip>
  Set up your tags before you start adding companies and contacts — it's much easier to apply them consistently from the start than to go back and tag everything later.
</Tip>