# How to Add a Team Member and Set Their Access

> Inviting a team member in ThatApp is a conversation with AVA. Tell her who you're adding, what they can see, and she handles the rest.
> Help → Getting Started → How to Add a Team Member and Set Their Access

URL: https://thatapp.io/help/getting-started/add-team-member
Category: Getting Started

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Adding a team member is a conversation with AVA, not a form.

**Step 1: Tell AVA who you want to add**

> "I want to invite Sarah from our accounting team."

AVA will ask you a few questions about Sarah's role and access.

**Step 2: Define their access**

AVA will ask:
- Which platforms should Sarah be able to access?
- Which platforms should be restricted?
- What can Sarah do in AVA conversations — query only, or build and automate?
- Are there data types Sarah should never see (financial data, payroll, personnel records)?

Answer in plain language. AVA translates your answers into access policy.

**Step 3: Review the policy summary**

Before sending the invitation, AVA shows you a plain-language summary of what Sarah will and will not be able to access. Review it. If anything is wrong, tell AVA what to change.

**Step 4: Invitation sent**

AVA sends the invitation. When Sarah accepts and logs in for the first time, she will have a short onboarding conversation with AVA that explains her access.

**Defaults that matter**

Financial platform data (QuickBooks, accounting tools, payroll systems) is restricted to the account owner by default. If a team member should access financial data, explicitly grant it during setup. The default is always restriction.

There are no per-seat fees. Adding team members does not change your bill.

**To change someone's access later**

Tell AVA: "Update Sarah's access — remove her access to Salesforce." AVA will confirm and apply the change immediately.

**Related:** How to Review Who Has Accessed What · How to Revoke a Team Member's Access