---
title: "Managing Team Members in ClearCRM"
description: "Learn how to navigate to the Team Members from the Setup, and understand the dashboard for the Team Members"
url: https://help.clearcrm.com/en/articles/10765872-managing-team-members-in-clearcrm
collection: "Team Members"
updated: 2026-06-05
language: en
---

# Managing Team Members in ClearCRM

Learn how to navigate to the Team Members from the Setup, and understand the dashboard for the Team Members

The **Team Members** section in ClearCRM allows administrators to manage their staff, assign roles, track login activity, and maintain an organized team structure. This page presents a structured table format for easy viewing and management of team members.

## Accessing the Team Members Page

1.  Navigate to **Setup** from the left-side menu.
    
2.  Click on **Team Members** to open the staff management page.
    

## Overview of the Team Members Table

The page displays a list of all team members in a table format with the following details:

-   **Name** – Full name of the team member. Hovering on the name of the Team Member will show two buttons related to them: **View** and **Delete**.
    
-   **Email** – The registered email address.
    
-   **Role** – Assigned role within the organization.
    
-   **Last Login** – The most recent login timestamp.
    
-   **Status** – Indicates whether the member is active or inactive.
    

## Table Controls & Features

Above the table, several controls allow easy navigation and management:

-   **Entries Per Page** – Choose how many members to display at once (10, 25, 50, 100, or All).
    
-   **Export Options** – Download the list in **Excel, CSV, PDF**, or print it directly.
    
-   **Refresh Button** – Reloads the team member list with the latest data.
    
-   **Search Bar** – Quickly find a team member by name, email, role or last login.
    

## Adding a New Team Member

1.  Click on the **"+ New Staff Member"** button at the top left.
    
2.  Fill in the necessary details, such as name, email, role, and permissions.
    
3.  Save the entry to add the team member to the system.
    

## Managing Team Members

-   Update roles and permissions as needed.
    
-   Activate or deactivate members based on organizational requirements.
    
-   Monitor login activity to ensure security and proper usage.
    

The **Team Members** page provides an efficient way to manage staff, assign roles, and maintain control over your organization's access and security.