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

# Your Team Members

> Invite team members to your HyperRail dashboard and manage their access using predefined or custom roles.

## Overview

HyperRail allows you to **invite team members** to your dashboard and control what they can access using **roles and permissions**.\
This enables secure collaboration while ensuring sensitive actions are restricted to authorized users only.

***

## How to Add a Team Member

<Steps>
  <Step title="Open User Management">
    <img src="https://mintcdn.com/spotflow-35c4e57d/lPUatAnWiN9QupnV/images/assest/auth/userManagement1.png?fit=max&auto=format&n=lPUatAnWiN9QupnV&q=85&s=0f92d7ec09206396f3b24dd8cdf3735b" alt="Main dashboard interface" className="rounded-lg border" width="1838" height="796" data-path="images/assest/auth/userManagement1.png" />

    Navigate to the <strong>User Management</strong> section from your dashboard.
  </Step>

  <Step title="Invite a User">
    <img src="https://mintcdn.com/spotflow-35c4e57d/lPUatAnWiN9QupnV/images/assest/auth/userManagement2.png?fit=max&auto=format&n=lPUatAnWiN9QupnV&q=85&s=073c6212f22d803f4419aa361066382c" alt="Main dashboard interface" className="rounded-lg border" width="1820" height="837" data-path="images/assest/auth/userManagement2.png" />

    Click <strong>Add new user</strong> at the top-right of the page.
  </Step>

  <Step title="Assign a Role">
    <img src="https://mintcdn.com/spotflow-35c4e57d/lPUatAnWiN9QupnV/images/assest/auth/userManagement3.png?fit=max&auto=format&n=lPUatAnWiN9QupnV&q=85&s=3a57d209f5d927e69779f2339782eb3b" alt="Main dashboard interface" className="rounded-lg border" width="1834" height="821" data-path="images/assest/auth/userManagement3.png" />

    Enter the teammate’s email address and select an appropriate role.
  </Step>

  <Step title="Send Invite">
    Click <strong>Add</strong> to complete the process.
  </Step>
</Steps>

***

## How Team Members Access HyperRail

Invited users receive an **email invitation**.\
After accepting the invite, they:

* Set up their password
* Configure OTP (Authenticator App)
* Gain access based on their assigned role

***

## Default Roles & Permissions

HyperRail provides predefined roles with different access levels:

| Role          | Access Level     | Description                                                                                                                                       |
| ------------- | ---------------- | ------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Admin**     | Full Access      | Can manage users, roles, settings, and all financial operations.                                                                                  |
| **Finance**   | Financial Access | Can view balances, perform exchanges, and manage payouts.                                                                                         |
| **Developer** | Technical Access | Can view and manage API Keys, Webhooks, and other technical configurations. Lacks access to balances, collections, or finance-related operations. |

***

## Custom Roles

Admins can create **custom roles** with tailored permissions to match their team’s operational needs.

<Tip>
  Create roles that reflect real responsibilities — not everyone needs full access.
</Tip>

***

## How to Create Custom Roles

<Steps>
  <Step title="Open Roles Management">
    <img src="https://mintcdn.com/spotflow-35c4e57d/lPUatAnWiN9QupnV/images/assest/auth/roleManagement1.png?fit=max&auto=format&n=lPUatAnWiN9QupnV&q=85&s=07e57d19020f7ade6701fbdd8ae7783d" alt="Main dashboard interface" className="rounded-lg border" width="1841" height="825" data-path="images/assest/auth/roleManagement1.png" />

    Navigate to the <strong>User Management</strong> section from your dashboard and select on the **Roles** tab. Click <strong>Add new Role</strong> to create a role.
  </Step>

  <Step title="Create a Role">
    <img src="https://mintcdn.com/spotflow-35c4e57d/lPUatAnWiN9QupnV/images/assest/auth/roleManagement2.png?fit=max&auto=format&n=lPUatAnWiN9QupnV&q=85&s=b464c90efeb582d87e7d9c40eb4076f6" alt="Main dashboard interface" className="rounded-lg border" width="1842" height="843" data-path="images/assest/auth/roleManagement2.png" />

    1. Choose the **Role name** you want to create.
    2. Select the access  you want the role to have
    3. Click on **Save new role** to save the role
  </Step>

  <Step title="Assign new custom Role">
    <img src="https://mintcdn.com/spotflow-35c4e57d/lPUatAnWiN9QupnV/images/assest/auth/roleManagement3.png?fit=max&auto=format&n=lPUatAnWiN9QupnV&q=85&s=19e3c8426c6ac0b793dbb89b6349ed63" alt="Main dashboard interface" className="rounded-lg border" width="1819" height="838" data-path="images/assest/auth/roleManagement3.png" />

    Your new role has been created for this case **Accountant role**.

    <img src="https://mintcdn.com/spotflow-35c4e57d/lPUatAnWiN9QupnV/images/assest/auth/roleManagement4.png?fit=max&auto=format&n=lPUatAnWiN9QupnV&q=85&s=4e567e78cdd771c0f617669753daf0d9" alt="Main dashboard interface" className="rounded-lg border" width="1825" height="833" data-path="images/assest/auth/roleManagement4.png" />

    Check above on how to **Add a new team member** and you see the new custom role.
  </Step>
</Steps>

***

## Key Notes

* Only Admins can invite or manage users
* Permissions take effect immediately

***
