> ## Documentation Index
> Fetch the complete documentation index at: https://docs.metal.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Adding & managing users
> Request new members, create placeholder users, and organize people into teams.
Admins manage who's in the workspace from **Settings → Members**. This page covers requesting new members, creating placeholder users, and grouping people into teams.
You need an **admin** role to manage members. Open **Settings** from your profile menu in the bottom-left of the sidebar (or press ⌘ ,), then go to **Members** under the **Organization** group. If you don't see it, ask an admin at your firm.
## Request new members
To add teammates who can sign in, send a request to the Metal team with their details.
Go to **Settings → Members**.
Click **Request to add users**. In the dialog, enter each person's full name, email, and the role they need.
Click **Send**. The Metal team provisions the accounts and the new members appear in your **Members** list once they're set up.
Need to change someone's role or remove an active member? Those aren't self-serve in the app yet — use **Request to add users** to describe the change, or contact [support@metal.ai](mailto:support@metal.ai).
## Create a placeholder user
Placeholder users are lightweight records without login access — useful for representing a person on deals or teams before they have an account. They can be promoted to full members later.
On **Settings → Members**, click **Create Placeholder User**.
In the **Add Placeholder User** dialog, enter a **Name** and **Email**.
Click **Create**. The placeholder appears in the **Placeholder** tab.
To remove a placeholder, hover its row in the **Placeholder** tab and click the trash icon, then confirm **Delete**. (Only placeholder users can be deleted from the app.)
## Understand the member list
The **Members** page groups people into tabs:
| Tab | Who's here |
| --------------- | ---------------------------------------------- |
| **Active** | Full members with access to your organization. |
| **Placeholder** | Lightweight records without login access. |
| **Removed** | People whose access has been removed. |
Roles (for example **Member**, **Power**, **Admin**, **Owner**) are shown for reference — see [Roles & permissions](/help/admin/roles).
## Teams
Group members into **teams** (for example, by sector or fund) so they share access, prompts, and dashboards.
Go to **Settings → Teams** (under the **Organization** group).
Click **Create Team**. In the **Add a Team** dialog, enter a **Name** and optionally **Industries** and **Sectors**, then click **Create**.
Open a team and choose **Edit Team**, then add people in the **Members** field and click **Update Team**.
Assigning a deal to a team — rather than an individual — keeps coverage intact when people are out or change roles.
## Related
What each role can do.
First-time setup for a new firm.