> For the complete documentation index, see [llms.txt](https://docs.fraudcheck.co.za/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.fraudcheck.co.za/product/administration/administration/account/users-and-roles.md).

# Users and roles

Invite team members and control what they can do.

Every account has an administrator, normally the person who created the account. Administrators manage users from the **Account** menu at the bottom left of the portal, under **Users**.

## Invite a user

1. Go to **Account > Users** and start an invitation.
2. Enter the person's **First name**, **Surname** and **Email address**.
3. Choose their identity document type, **ID number** or **Passport**, and enter the number. For a South African ID number, gender and date of birth are filled in from the ID. For a passport, enter the **Gender** and **Date of birth**.
4. Choose any roles in addition to **Default user**, which every user has.
5. Select **Send invitation**. The person receives an email with a link to set a password and activate their account.

## User roles

| Role                  | Access                                                                     |
| --------------------- | -------------------------------------------------------------------------- |
| **Default user**      | Signs in and runs verifications for the account. Every user has this role. |
| **Administrator**     | Manages users on the account, including invitations and roles.             |
| **Client auditor**    | Reviews the system and its records on behalf of a client.                  |
| **Finance officer**   | Opens billing and usage statements for the account.                        |
| **Reviewer**          | Reviews transactions. Cannot start consumer, commercial or batch checks.   |
| **Workflow operator** | Opens subjects, tasks, cases and configuration for the account.            |

Give each user only the roles they need.

## Manage users

From **Account > Users**, administrators can:

* Edit a user's details and roles, or assign roles to several users at once.
* Reset a user's password.
* Deactivate a user who no longer needs access, or reactivate them later. You cannot deactivate your own user.

Review access regularly and deactivate users who no longer need the account.


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