> For the complete documentation index, see [llms.txt](https://help.paintscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paintscout.com/support/account-settings/users-and-permissions/team-user.md).
# Team User
## What is a Team User?
A **Team user** is a lighter seat type designed for people who need broad visibility across the account but don't create or edit estimates and invoices. Think office staff, production managers, and scheduling coordinators — people who keep jobs moving and support the business without being in the sales seat.
Team seats can be added on **any plan**, with or without the Operations add-on.
***
## What Team Users Can Do
By default, Team users have broad read and management access across the account:
* View all users' documents (estimates, invoices, etc.)
* View pipelines, estimates, invoices, calendars, tasks, contacts, and companies
* Create deals and have full capability on deals
* Create events and assign others to sales events or jobs
* Create tasks, contacts, and companies
* Manage their own profile and notification preferences
### On estimates and invoices:
Team users can't create or edit estimates from scratch, but they can still take meaningful action on them:
* Add crew notes
* Add/change colour on products
* Add additional work
* Add payments
* Send estimates and invoices
* Upload images
* Change status, pipeline, stage, tags, source, estimate type, and template
* View activity, chat, and calculations in the sidebar
***
## Custom Permissions
These are all **off by default** for new Team seats and can be enabled per user:
| Permission | What it does |
| ---------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------- |
| **Access to account settings** | Manage account-wide settings including estimate types, production rates, products, templates, branding, communications, and more |
| **Access to account settings — Billing** | View the account's subscription, billing information, and user management |
| **Access to dashboard** | View the account dashboard and stats |
| **Access to reports** | View sales and pipeline reports |
| **Ability to export data** | Export contacts, deals, and other data |
{% hint style="info" %}
**Pro Tip:** For a production manager or scheduling coordinator, consider enabling **Dashboard** and **Reports** access so they can track job progress and workload without needing a Sales seat.
{% endhint %}
***
## What Team Users Cannot Do
* Create or edit estimates or invoices
* Be the owner of a sales event
* Be the account owner or transfer account ownership
***
## Adding a Team User
1. Go to **Account Settings** → **Billing** → **User Management**
2. Click **+ Add User**
3. Enter their name, email, and select their role
4. PaintScout will recommend the right seat type based on the role selected — Team is recommended for administrators, project leads, accounting or marketing roles.
* If PaintScout recommends a Sales seat, click **Switch to Team seat** **instead** if you feel a Team seat is more appropriate!
## Related articles
* [Add a New User](/support/account-settings/users-and-permissions/how-to-add-a-new-user.md) — Invite a new user and switch to a Team seat when needed.
* [Custom Permissions](/support/account-settings/users-and-permissions/user-permissions.md) — Review Team permissions and how to edit them.
* [Understanding the New User Types: What Changed and Why](/support/account-settings/users-and-permissions/understanding-the-new-user-types-what-changed-and-why.md) — See how Office users mapped to Team.
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