> For the complete documentation index, see [llms.txt](https://docs.termius.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.termius.com/team-collaboration/team-management.md).

# Team Management

Termius Team, Business, and Enterprise plans let you manage shared infrastructure with your team.

**As a team owner, you can:**

* Add team members
* Remove team members from a team
* Grant access to shared data
* Change team name
* Require 2FA for all team members
* Transfer ownership to another member
* Configure [SAML SSO](/administration/saml-sso.md) (add-on)
* Manage subscription [Billing and plans](/administration/billing-and-plans.md)

## Set up your team

Invite your team members to start collaborating in Termius. Termius will automatically create a default Team vault where you can securely share and manage data together. Also, you can create **custom team vaults** to separate access by projects, clients, environments, departments, or other criteria. Learn more [Team vaults](/team-collaboration/team-vaults.md).

### Invite team members

{% tabs %}
{% tab title="Account management portal" %}

1. Open the `Team` page on the [account management portal](https://account.termius.com/team)
2. In the **Team members** section, enter the email address to invite a team member

   <figure><img src="/files/CShVCX3sAjkIwN5rjrEm" alt=""><figcaption></figcaption></figure>
3. Click `Invite` to send them a unique invitation link
4. Wait for the member to accept the invitation
5. Once joined, [#grant-access-to-vault](#grant-access-to-vault "mention")

{% hint style="info" %}
After a new member accepts the invitation, they join the team but cannot access any shared data until you explicitly grant them access to the vaults.
{% endhint %}
{% endtab %}

{% tab title="Desktop" %}

1. You have several options to invite team members on desktop:
   1. Click the chevron on the `Vault` tab and click `Team`

      <figure><img src="/files/9eVL2eCviFHLsQQO0WBL" alt=""><figcaption></figcaption></figure>
   2. Click the `vault selector` on the entity edit form and click `Team`

      <figure><img src="/files/aGb9lnbCHNV0pM2Jj3hV" alt=""><figcaption></figcaption></figure>
   3. Click `Plus button` on `Hosts screen` near your avatar and click `Invite team members`

      <figure><img src="/files/6m0Jh3SJzEN1QCwgEyQg" alt=""><figcaption></figcaption></figure>
2. Enter your team members' emails and click `Continue`

   <figure><img src="/files/GppqfIHeLOKqqn5O1wRy" alt=""><figcaption></figcaption></figure>
3. Wait for your members to accept their invitations and join the team
4. Once joined, [#grant-access-to-vault](#grant-access-to-vault "mention")
   {% endtab %}
   {% endtabs %}

### Grant access to vaults

{% tabs %}
{% tab title="Account management portal" %}
To give a new team member access to the shared data:

1. Open the `Team` page on the [account management portal](https://account.termius.com/team)
2. Click **Grant access** under the member's email

   <figure><img src="/files/1fWYyMJlrAveLSxxMmxK" alt=""><figcaption></figcaption></figure>
3. If prompted, enter your encryption password
4. Set permissions:

   1. **Can edit:** Allows creating, updating, and deleting data within the vault; adding or removing members
   2. **Can view:** Allows viewing data, initiating connections to hosts, and running snippets. Data cannot be modified

   <figure><img src="/files/TkQPAJpafTvy0qdV23VR" alt=""><figcaption></figcaption></figure>

{% endtab %}

{% tab title="Desktop" %}
To give a new team member access to the shared data:

1. When a team member accepts your invitation, Termius notifies you to grant them access to the Team vault

   <figure><img src="/files/bkilYtGnOIC74QqyUwnz" alt=""><figcaption></figcaption></figure>
2. Set permissions:
   1. **Can edit:** Allows creating, updating, and deleting data within the vault; adding or removing members
   2. **Can view:** Allows viewing data, initiating connections to hosts, and running snippets. Data cannot be modified
      {% endtab %}
      {% endtabs %}

## Change a team name

{% tabs %}
{% tab title="Account management portal" %}

<figure><img src="/files/UdUnS1Sy1Od0oANnxQfI" alt=""><figcaption></figcaption></figure>

1. Open the `Team` page on the [account management portal](https://account.termius.com/team)
2. In the Team details section enter a new `team name`&#x20;
3. The new team name will be saved automatically
   {% endtab %}
   {% endtabs %}

## Require 2FA for all team members

{% tabs %}
{% tab title="Account management portal" %}

1. Open the `Team` page on the [account management portal](https://account.termius.com/team)
2. In the **Team details** section, enable **Require 2FA for all team members**. Team members will be prompted to set up 2FA the next time they open the app or log in

   <figure><img src="/files/My7NYKNm5VQagrZ9golc" alt=""><figcaption></figcaption></figure>
3. If a team member hasn't enabled 2FA yet, it will be shown next to his email address

   <figure><img src="/files/UL8TaRfuKPw1J6UNodAI" alt=""><figcaption></figcaption></figure>

{% endtab %}
{% endtabs %}

## Remove a team member from the team

{% tabs %}
{% tab title="Account management portal" %}

1. Open the `Team` page on the [account management portal](https://account.termius.com/team)
2. Next to the member's email, click the three-dot menu and select `Remove`&#x20;

   <figure><img src="/files/PMsV2NxRVK7W9S1Pgtbs" alt=""><figcaption></figcaption></figure>
3. Choose what to do with their account:

   * **Convert to an individual Termius account** — the member loses access to shared data but keeps their Personal vault and all data in it
   * **Delete the account from Termius** — permanently deletes the account and Personal vault. The person will need to create a new account to use Termius again

   <figure><img src="/files/EEvalzksm3DbETWbySkH" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Removing a member does not reduce the number of seats in your subscription. To adjust your seat count, see [Billing and plans](/administration/billing-and-plans.md).
{% endhint %}
{% endtab %}
{% endtabs %}

## Transfer team ownership to another member

Transferring team ownership passes full control of the team to another member, including permissions to manage the team, billing, and vaults. Once the transfer is complete, you will lose access to these management capabilities.

The transfer requires actions from both the current and the new owner:

{% stepper %}
{% step %}

#### To initiate the transfer, as the current owner:

1. Open the `Team` page on the [account management portal](https://account.termius.com/team)
2. Next to the member's email, click the three-dot menu and select `Make a team owner`

   <figure><img src="/files/Myyz8WoPhOJBQIA8gGje" alt=""><figcaption></figcaption></figure>
3. Enter your encryption password to confirm

   <figure><img src="/files/wPEWXlm4r5V6TELmKgjS" alt=""><figcaption></figcaption></figure>
4. After that, you will no longer have permissions to manage the team, billing, or vaults
   {% endstep %}

{% step %}

#### To complete the transfer, as the new owner:

1. Open the `Team` page on the [account management portal](https://account.termius.com/team)
2. If prompted, enter your encryption password
3. Click `Done` to complete the transfer<br>

   <figure><img src="/files/pRPLzrp3KrbY4cqgE9y3" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}


---

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