# Billing & Account Management > **Source**: [SendX](https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g) > >

Manage your SendX subscription, upgrade plans, update payment methods, purchase add-ons like list cleaning, and set up team members with the right access levels.

## Browse Collection 1. [Purchase Threat Checks/ List Hygiene](https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g/pAuPyP4sV7CImAqL2ALLKw.md) (Video) 2. [How to Add Members to Your Team on the Dashboard](https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g/fL6OUAYk26a5LjdLe8LcZQ.md) (Video) 3. [How to Add and Manage Multiple Teams in Your Account](https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g/o2k0Q47S0RmPEnYH782rRQ.md) (Video) 4. [Upgrading Subscription Plan and Managing Payment Methods](https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g/VxK19yGuTvd0ioOFxxZ63Q.md) (Video) 5. [Completing Payment and Managing Add-ons for List Cleaning Subscription](https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g/x7vqT2oHQ53QASQEjEUeUQ.md) (Video) --- # VIDEO: How to Add Members to Your Team on the Dashboard ## METADATA - id: fL6OUAYk26a5LjdLe8LcZQ - type: video - source: SendX - content_url: https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g/fL6OUAYk26a5LjdLe8LcZQ - collection_url: https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g ## TRANSCRIPT - time: 00:00 url: https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g/fL6OUAYk26a5LjdLe8LcZQ?start_time=0 text: Hey, in this tutorial, we will see how you can add members to your team. So when you're on the team dashboard, simply go - time: 00:06 url: https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g/fL6OUAYk26a5LjdLe8LcZQ?start_time=6 text: to the settings by clicking on the profile icon in the top right of the navigation bar, then select settings. - time: 00:12 url: https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g/fL6OUAYk26a5LjdLe8LcZQ?start_time=12 text: And on the settings screen, you can simply select on the members tab. - time: 00:16 url: https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g/fL6OUAYk26a5LjdLe8LcZQ?start_time=16 text: Here, if you're the owner of the team or added as an admin to the team, you will have an option to add member. - time: 00:24 url: https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g/fL6OUAYk26a5LjdLe8LcZQ?start_time=24 text: Click on add member. You can provide the email address of the user you want to add and also the role you want them to - time: 00:30 url: https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g/fL6OUAYk26a5LjdLe8LcZQ?start_time=30 text: have. - time: 00:32 url: https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g/fL6OUAYk26a5LjdLe8LcZQ?start_time=32 text: You can either add them as an admin, a contributor, or a viewer. As an admin, will have full privilege to your - time: 00:38 url: https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g/fL6OUAYk26a5LjdLe8LcZQ?start_time=38 text: team, except being able to add more teams. - time: 00:41 url: https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g/fL6OUAYk26a5LjdLe8LcZQ?start_time=41 text: As a contributor, they will have limited access. They won't be able to add more teams, neither they will be able to add new members or - time: 00:47 url: https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g/fL6OUAYk26a5LjdLe8LcZQ?start_time=47 text: access billing section. Nor they will be able to access contacts or modify team preferences for your team. - time: 00:55 url: https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g/fL6OUAYk26a5LjdLe8LcZQ?start_time=55 text: As a viewer, they will only be able to view the different resources in your team and not being able to modify any of - time: 01:00 url: https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g/fL6OUAYk26a5LjdLe8LcZQ?start_time=60 text: them. - time: 01:02 url: https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g/fL6OUAYk26a5LjdLe8LcZQ?start_time=62 text: For now, let's add them as a contributor. - time: 01:04 url: https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g/fL6OUAYk26a5LjdLe8LcZQ?start_time=64 text: Then simply click on send invite. - time: 01:07 url: https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g/fL6OUAYk26a5LjdLe8LcZQ?start_time=67 text: Then an invitation mail is going to be sent to the user. - time: 01:11 url: https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g/fL6OUAYk26a5LjdLe8LcZQ?start_time=71 text: Also, in the members tab, you will be able to see all the invitations that have been sent out. - time: 01:17 url: https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g/fL6OUAYk26a5LjdLe8LcZQ?start_time=77 text: Their email address, their role, and you will also have an option to revoke the invitation before it has been accepted. - time: 01:24 url: https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g/fL6OUAYk26a5LjdLe8LcZQ?start_time=84 text: For the user that has been invited, they will receive an invitation email. - time: 01:29 url: https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g/fL6OUAYk26a5LjdLe8LcZQ?start_time=89 text: Within the email, they will have an option to accept the invitation. - time: 01:33 url: https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g/fL6OUAYk26a5LjdLe8LcZQ?start_time=93 text: Simply click on accept invitation. - time: 01:35 url: https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g/fL6OUAYk26a5LjdLe8LcZQ?start_time=95 text: If they are an existing user with Send X, the invitation will be automatically accepted, and they can simply log in into their - time: 01:41 url: https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g/fL6OUAYk26a5LjdLe8LcZQ?start_time=101 text: account, and they will be a member in the team. - time: 01:44 url: https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g/fL6OUAYk26a5LjdLe8LcZQ?start_time=104 text: If they are a new user, they will be prompted to sign up on Send X. - time: 01:49 url: https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g/fL6OUAYk26a5LjdLe8LcZQ?start_time=109 text: Once they sign up, they will be added as a member to the team. That's it folks. - time: 01:54 url: https://video.sendx.io/7qQjtxgg6j47IBSDYBdp0g/fL6OUAYk26a5LjdLe8LcZQ?start_time=114 text: Thanks for watching. ## SUMMARY # How to Add Members to Your Team In this tutorial, we will guide you through the process of adding members to your team. Follow these simple steps to get started: ## Step 1: Access Team Settings - Navigate to the team dashboard. - Click on the profile icon located at the top right of the navigation bar. - Select **Settings** from the dropdown menu. ## Step 2: Navigate to the Members Tab - On the settings screen, click on the **Members** tab. ## Step 3: Add a New Member - If you are the team owner or an admin, you will see an option to **Add Member**. - Click on **Add Member**. - Enter the email address of the user you want to add. - Select the role for the new member: - **Admin:** Full privileges except adding more teams. - **Contributor:** Limited access; cannot add teams, members, access billing, contacts, or modify team preferences. - **Viewer:** Can view resources but cannot modify them. - For this tutorial, let's add them as a **Contributor**. - Click on **Send Invite**. ## Step 4: Manage Invitations - In the Members tab, view all sent invitations, including email addresses and roles. - You can revoke an invitation before it is accepted. ## Step 5: User Accepts the Invitation - The invited user will receive an invitation email. - They should click on **Accept Invitation** in the email. - If they are an existing SendX user, the invitation is automatically accepted, and they can log in to join the team. - If they are new to SendX, they will be prompted to sign up. Once signed up, they will be added as a team member. That's it, folks! Thank you for watching.