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

# Team Management

> Add, invite, and manage agents on your team from the Settings page.

Team leaders and office admins manage their roster from the Settings page.

## Inviting an Agent

1. Go to **Settings** in the sidebar
2. Select the **Team** tab
3. Click **Invite Agent**
4. Enter the agent's email address
5. Assign their role
6. Send the invitation

The agent receives an email with a link to join Voru and set up their account.

## Bulk Importing Agents

Use the **Bulk Import** option to add multiple agents at once. Prepare a list of agent names and email addresses and upload them in one step.

## Editing an Agent's Role

Click the edit icon next to any agent in the team list to change their role. Role changes take effect immediately. See [User Roles and Permissions](https://docs.pulseintelpro.com/voru/user-roles.md) for a full breakdown of what each role can access.

## Removing an Agent

Click the remove option next to their name. Removing an agent:

* Removes their access to the team's Voru account
* Preserves their historical data in your reports and pipeline
* Does not delete any transactions or lead gen entries they logged

## Franchise View

Franchise admins can view agents across all offices from the Franchise View in the sidebar.


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