---
title: "2. Invite Your Team (Managers, Account Managers)"
description: "The Tenant Admin can invite two team roles:"
---

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

# 2. Invite Your Team (Managers, Account Managers)

The Tenant Admin can invite two team roles:

- **Manager**: oversees the Account Managers beneath them, and can also do the work of an Account Manager. **Only the Tenant Admin can create a Manager.**
- **Account Manager**: the front-line business staff who manage their own clients' memorial spaces. Both Tenant Admins and Managers can create Account Managers.

### Inviting a Manager

1. From the left navigation, go to "**Managers**" (Manager management, Tenant Admin only).
2. Click "**＋ Create New Manager**" in the top right.
3. In the dialog, enter the invitee's **email** and click "**Create and Send Invitation**". The system sends an activation invitation email.

![Create New Manager](/screenshots/A-02/01_invite_manager_modal.webp)
*Figure 2-1　Creating a Manager: only an email is needed; the invitee sets their own name and password when they activate via the email. A note at the bottom of the page reads "When a Manager is removed, their Account Managers will be reassigned together to another Manager."*

### Inviting an Account Manager (and Assigning Their Manager)

1. From the left navigation, go to "**Account Managers**" (Account Manager management).
2. Click "**＋ Create New Account Manager**" in the top right.
3. Enter the invitee's **email**, and you may assign the **Manager they report to** (every Account Manager must report to a Manager).
4. Click Create and Send Invitation.

![Create Account Manager and bind to a Manager](/screenshots/A-02/04_invite_am2_modal_bind_manager.webp)
*Figure 2-2　Creating an Account Manager: you can assign the Manager they report to at creation time.*

### Pending, Resending, and Revoking

- After an invitation is sent, before the invitee activates, it appears in the roster with a "**Inviting / Pending**" status.
- For a pending invitation you can **resend** (send a new link; the old link expires automatically) or **revoke** it.
- After the invitee clicks the email and sets their name and password, the status changes to "**Active**".

### Hierarchy Rules (Who Can Invite Whom)

| Inviter | Can create Manager | Can create Account Manager |
|---|---|---|
| **Tenant Admin** | ✅ | ✅ |
| **Manager** | ❌ | ✅ (reports to themselves after creation) |
| **Account Manager** | ❌ | ❌ |

> **Notes / Known Limitations**
> - The invitation dialog has **no name field**—the name is filled in by the invitee at activation; you only need to provide an email.
> - Staff invitation email subject lines occasionally have minor flaws (e.g. missing words, role wording differing from the interface). This does not affect activation; if the recipient has questions, explain the role mapping.
> - The "Showing N" count at the bottom of the roster **does not include "Inviting" rows**. To confirm the actual pending invitations, look at the roster rows directly rather than the bottom count.

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Source: https://curate.memorial/en/guides/tenant-admin/invite-team/index.mdx