> For the complete documentation index, see [llms.txt](https://themochi-app.gitbook.io/mochi-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://themochi-app.gitbook.io/mochi-docs/feature-and-settings/team-management.md).

# Team Management

Manage who has access to your Mochi workspace and what they can do.

## Roles & Permissions

Mochi uses role-based access to ensure each team member sees exactly what they need.

| Capability             | Creator | Manager | Closer        | Setter             |
| ---------------------- | ------- | ------- | ------------- | ------------------ |
| View all conversations | Yes     | Yes     | Assigned only | Assigned only      |
| Send DMs               | Yes     | Yes     | Yes           | Yes                |
| View all leads         | Yes     | Yes     | Assigned only | Assigned only      |
| Change lead stages     | Yes     | Yes     | Yes           | Yes                |
| Assign team members    | Yes     | Yes     | No            | Transfer to closer |
| View full dashboard    | Yes     | Yes     | Closer view   | Setter view        |
| Manage automations     | Yes     | Yes     | No            | No                 |
| Access settings        | Full    | Most    | Profile only  | Profile only       |
| Manage team members    | Yes     | Yes     | No            | No                 |
| Connect integrations   | Yes     | Yes     | No            | No                 |
| Configure AI           | Yes     | Yes     | No            | No                 |
| Remove Creator         | N/A     | No      | No            | No                 |

<details>

<summary>Creator</summary>

The organization owner — typically the coach, influencer, or business founder. One per organization with full access to everything.

**Unique abilities:** Create/delete the organization, remove managers, access billing.

</details>

<details>

<summary>Manager</summary>

Helps run the operation without being the account owner. Can manage the team, configure settings, and view all data.

**Best for:** Operations managers, VAs, or senior team members who need administrative access.

</details>

<details>

<summary>Closer</summary>

Focuses on converting qualified leads into customers. Sees assigned leads with full conversation history for context before calls.

**Best for:** Sales closers who handle booked calls and negotiations.

</details>

<details>

<summary>Setter</summary>

The front line — qualifies incoming DMs and hands off promising leads to closers. Sees assigned conversations and leads only.

**Best for:** Team members handling initial DM conversations and lead qualification.

</details>

## Adding Members

{% stepper %}
{% step %}
Go to **Settings → Team**
{% endstep %}

{% step %}
Click **Add Member**
{% endstep %}

{% step %}
Enter their email address
{% endstep %}

{% step %}
Select their role
{% endstep %}

{% step %}
Set their commission percentage
{% endstep %}

{% step %}
Click Add

They'll receive an email invite. They must accept it and set up their profile before they can access Mochi.
{% endstep %}
{% endstepper %}

## Commission Percentage

Set a commission rate for each team member. When a deal is marked as Won with a payment amount, commissions are calculated automatically.

You can update commission rates anytime — changes apply to future deals only.

## Distribution Percentage

Control how new leads are distributed across setters using round-robin assignment. Set a distribution weight for each setter:

* A setter with **60%** weight receives roughly 60% of new leads
* A setter with **40%** receives the remaining 40%
* Weights are relative — they don't need to add up to 100%

Adjust distribution as your team scales or when a setter is at capacity.

## Deactivating Members

{% stepper %}
{% step %}
Go to **Settings → Team**
{% endstep %}

{% step %}
Find the team member
{% endstep %}

{% step %}
Click **Deactivate**

Deactivated members lose access immediately but their lead assignments and conversation history are preserved. You can reactivate them later if needed.
{% endstep %}
{% endstepper %}

## Resending Invites

{% stepper %}
{% step %}
Check **Settings → Team** for pending invites
{% endstep %}

{% step %}
Click **Resend** to send a new invite email
{% endstep %}
{% endstepper %}


---

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