> ## Documentation Index > Fetch the complete documentation index at: https://broker-docs.newyorkcityservers.com/llms.txt > Use this file to discover all available pages before exploring further. # Roles & Team Management > Understand broker admin and staff permissions, and manage team member accounts. The Broker Panel has two roles: Admin and Staff. Each team member has one role. ## Role Permissions ### Admin An Admin has the following permissions: * Manage team member accounts and roles. * Manage broker settings, API keys, forms, brand assets, email settings, email templates, and scheduled reports. * Perform restricted service actions, such as service cancellation and welcome email resend. * Approve or deny pending service requests. Only an Admin can open **Team Management**. The panel also checks the Admin role when it processes each team management action. ### Staff A Staff member can manage their own profile, notifications, password, and login security. A Staff member can approve or deny pending service requests. A Staff member cannot open **Team Management**. A Staff member cannot add, edit, remove, or change the role of a team member. ## Team Management Constraints Team members list with Admin and Staff role badges The following account protections apply to Admin users: * You cannot remove your own account. * You cannot change your own role from Admin to Staff. * At least one Admin must remain on the team. * You can manage only members of your broker organization. The following account requirements apply: * A password must contain at least 6 characters. * Each account must use an email address that is not already in use. Your own team row has the **(You)** label. It does not have the **Manage** button. Use **My Details** to change your own name or email address. ## Add A Team Member Adding a team member creates an active account. It does not send an invitation. You set the initial password during account creation. You must have the Admin role. ### Open The Account Form Add Team Member dialog filled with a demo staff account 1. Open **Account Settings**. 2. Select **Team Management**. 3. Select **Add Team Member**. ### Create The Account 1. Enter the member's **Full Name**. 2. Enter the member's **Email Address**. 3. Enter an initial **Password**. 4. Select **Staff** or **Admin** in **Role**. 5. Select **Create Account**. The default role is Staff. ## Edit A Team Member You must have the Admin role. You cannot edit your own account from **Team Management**. ### Open The Member Details 1. Open **Account Settings**. 2. Select **Team Management**. 3. Find the team member. 4. Select **Manage**. 5. Select **Edit Details**. ### Save The Changes 1. Change the required fields. 2. Leave **Change User Password** empty to keep the current password. 3. Select **Update Member**. ## Change A Member's Role You must have the Admin role. You cannot demote yourself. At least one Admin must remain. ### Open The Role Menu 1. Open **Account Settings**. 2. Select **Team Management**. 3. Find the team member. 4. Select **Manage**. 5. Select **Change Role**. ### Select The New Role 1. Select **Upgrade to Admin** or **Downgrade to Staff**. The panel applies the new role immediately. ## Remove A Team Member You must have the Admin role. You cannot remove yourself. Removing a member revokes that member's access to the Broker Panel. The panel states that this action cannot be undone. ### Open The Removal Confirmation 1. Open **Account Settings**. 2. Select **Team Management**. 3. Find the team member. 4. Select **Manage**. 5. Select **Remove from Team**. ### Confirm The Removal 1. Review the confirmation message. 2. Select **Remove Member**.