# My Team: who is on your rep agency's team

> Who is on the rep agency's team, the Partner, Administrative and Seller roles, and who adds, confirms and removes members.

Source: https://vendria.com/en/ajuda/minha-equipe-da-representacao

## Where to find it

In your account menu, under **My Team**. The item shows for members of a
rep agency company. At the top is the rep agency's name; whoever belongs to more than one
chooses which in the selector next to the title.

Right below, *"Team members serve:"* lists the organizations the
rep agency has an active contract with.

## Who sees and who manages the team

**Every member sees the page; the Partner manages it and, when they allow it, the
Administrative.** The **Team management** permission, in **Permissions**, belongs only to the
Partner and starts turned on: the Administrative adds, edits, invites, changes the password of and removes
Administratives and Sellers. They don't touch a Partner's row, don't promote
anyone to Partner and don't change the main contact. On the Partner's row they don't see the
**Actions** menu, and their role selector doesn't offer **Partner**.

Whoever doesn't manage sees the team in read mode, with the sentence *"Team managed
by the Partners"* (and the name, when there is only one). The roles show as badges, without the
editing controls. That's the case for the Seller and, with **Team management** turned off,
also for the Administrative.

A company can have several Partners. The system doesn't let the team be left without any.

## The rep agency's three roles

- **Partner**: works on any member's quotes and is the one who takes care of the
  team's people.
- **Administrative**: also works on any member's quotes. With the
  **Team management** permission on (the default), takes care of the people below the
  Partner: adds, edits and removes Administratives and Sellers. With it off, they don't touch
  anyone. Like the Partner, they answer for the AI credits
  contract, and that's the whole **Subscription and billing** section: they get the
  usage notices, see the plans, subscribe, change plans, edit the invoice
  details, change the card and can **cancel the subscription**.
- **Seller**: works on their own quotes. Orders that reach the company without
  an owner stay with the Partner and the Administrative, unless the Partner opens the queue to the whole
  team. See [Permissions: what the rep agency's team can do](/en/ajuda/permissoes-da-equipe-de-representacao).

The customer plays **no** part in separating the roles: the company's portfolio is shared, and
every member reaches the rep agency's customers. The roles' axis is the quotes.

Whoever comes in through **New Member** is born a **Seller**; the Partner changes the role later
(the Administrative too, with **Team management** on, between Administrative and
Seller).

## The team list

Each member shows with **Name**, **Role**, **Email**, **WhatsApp** and **Access**. The
search accepts **Name, email or phone**.

The **Access** column says where each person's account stands:

- **Confirmation not sent**: nobody has requested the account confirmation yet;
- **Awaiting confirmation**: the request went out, with how many days ago;
- **Confirmed on dd/mm**: the person confirmed the account;
- **Own account — signs in with the login they already have**: there is no confirmation to request;
- **No contact**: email and phone are missing; edit the member;
- **Disabled**: the account is disabled;
- **Confirmation disputed**: resending doesn't fix it; Vendria support is the one who
  releases it.

## The star is the main contact, not a role

The star next to a name marks the **main contact**: it's who the organizations
look for and who gets the notices about team changes. There is only one per company and it
**grants no power at all**.

Mixing up the two is the common mistake: taking the star away from someone doesn't demote them, and
giving it to someone doesn't promote them. Transferring it doesn't take management away from whoever transferred it.

## How the Partner manages the team

- **New Member**: asks for **Name**, **Email** and **Phone (WhatsApp)**; email or
  phone is required. The organizations served are notified of the addition. The
  person comes in as a **Seller**; for another role, change it later in the
  **Role** column.
- **Role**: the Partner changes the role right in the column, and each option explains what
  that role reaches.
- **Actions**, on each row:
  - **Confirm account** (or **Resend confirmation**) **By email**: sends the
    account confirmation request. Resending invalidates the previous code;
  - **Edit details**: name, email and phone;
  - **Change password**: sets a new password for the person, with at least 6
    characters;
  - **Make main contact**: moves the star to that person;
  - **Remove from team**: removes the person's access to the organizations; their account
    keeps existing.

Registered them with a phone? Give the person Dri's contact. With the phone
registered they can already talk to Dri on WhatsApp, and they sign in to the site by entering the
phone on the sign-in screen, without a password. See [Primeiro acesso: como entra quem você cadastrou](/ajuda/primeiro-acesso-de-quem-voce-cadastra).

## The company account confirmation

While no Partner has confirmed the account, a warning says *"This company's account
hasn't been confirmed yet"*: for Vendria, the rep agency hasn't been handed over
to you yet, and the organization that registered it can keep changing the members. The
confirmation goes **by email**, and the Partner themselves opens the link.

Once confirmed, the page says *"Company account confirmed. Team management is
yours."*.

If you already sign in to Vendria with your own login and are a Partner, there is no invite to
wait for: the page shows **Take over the rep agency**, and one click hands team
management to you.

## No active contract

When the rep agency has no active contract with any organization, the
**My Team** page warns you. The team is still listed and can be organized, but nobody accesses
any organization until a contract is activated.

## The rep agency's AI credits

My Team is team management: who is on it, each one's role and access. The
balance and usage of the rep agency's AI credits are on the **Plans and
usage** page, in the top bar, **Plan usage** tab. There the partner and the administrative
also open each member's usage, by clicking their name under **By member**. See
[AI credits: how much each action costs and how much was used](/en/ajuda/creditos-de-ia-da-sua-conta).

## When it goes wrong

- **"This person is the rep agency's only Partner."** Promote another Partner before
  changing their role.
- **"You can't remove yourself from the team."** Ask the organization: it's the one that
  reallocates the portfolio of whoever leaves.
- **"This member serves N customer(s)."** Whoever has a portfolio only leaves after the
  organization transfers the customers.
- **"Remove" doesn't show for someone.** They are the main contact: transfer the star
  to another person first.
- **"Change password" doesn't show.** The person has their own account; the password is theirs.
- **Resending the confirmation asks you to wait.** There is a minimum interval between
  two sends to the same person; try again in a few minutes.
- **The confirmation doesn't arrive.** It goes only by email; with no email registered, edit the
  member and register one.
- **The page closed on its own.** You left the team, or the rep agency was disabled,
  while the screen was open.
