> ## Documentation Index
> Fetch the complete documentation index at: https://docs.itspaydai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Building your team

> Add the people who sell for you, give them roles, and set what each one earns. The three step wizard is the most important flow in Paydai.

**Where:** Team in the left menu · **Who:** Merchant, Manager, Staff

Where you add the people who sell for you, give them roles, and set what each person earns. The three step add wizard is the single most important flow in the product for a new merchant.

## The team list

| Feature                     | What you can do                                                                            | Status |
| --------------------------- | ------------------------------------------------------------------------------------------ | ------ |
| The team list               | Everyone in the workspace with their name, email, roles and status                         | ✅      |
| Search and filter           | Search by name, filter by role, filter by status (all, active, pending, removed)           | ✅      |
| Sort                        | By date added, role, first name, last name, email or active state, ascending or descending | ✅      |
| Open a member's detail page | Click any row to see and change everything about that one person                           | ✅      |
| Remove a team member        | Take someone off the team, with a confirmation step                                        | ✅      |

## Adding someone

<Steps>
  <Step title="Name and email">
    Full name and email address.
  </Step>

  <Step title="Pick their roles">
    One person can hold more than one role, for example closer and setter.
  </Step>

  <Step title="Set the commission">
    A rate for every role and every combination of roles they hold.
  </Step>
</Steps>

<Warning>
  Step 3 generates a commission row for **every combination** of roles. Someone who is both a closer and a setter gets three rows: closer, setter, and closer plus setter. This surprises almost everyone the first time.
</Warning>

## Commission types

| Type          | How it pays                             |
| ------------- | --------------------------------------- |
| **Rev Share** | A percentage of every deal, with no cap |
| **Flat %**    | A fixed rate up to a cap                |

<Warning>
  Rev Share is exclusive. It cannot be combined with any other role, and the form blocks it with an error rather than explaining why.
</Warning>

## Managers

| Feature                | What you can do                                                                      | Status |
| ---------------------- | ------------------------------------------------------------------------------------ | ------ |
| Manager scope          | Choose whether they cover all setters, all closers, all staff, or a hand picked list | ✅      |
| Manager commission cap | Put a ceiling on what a manager can earn from their team                             | ✅      |

## Invites

| Feature                | What you can do                                                                         | Status |
| ---------------------- | --------------------------------------------------------------------------------------- | ------ |
| The invite             | The new member gets an email invite. Until they accept, they sit as Pending in the list | ✅      |
| Pending invites banner | A reminder on Team and Dashboard when people you invited have not joined yet            | ✅      |
| Invites list           | A separate page listing every invite you have sent                                      | 🔍     |

<Tip>
  The invites list is not in the left menu. Press Cmd K (Ctrl K on Windows) and search for "Invites".
</Tip>

## Walkthrough

<Card title="Building your team walkthrough" icon="video" horizontal>
  Add a rep, set their roles, set their commission, watch the invite land. Roughly 8 minutes. Recording pending.
</Card>

## Next

<CardGroup cols={2}>
  <Card title="The member detail page" icon="id-card" href="/merchant/member-detail-page">
    Change what one specific person earns
  </Card>

  <Card title="Commission ladders" icon="chart-no-axes-column-increasing" href="/merchant/commission-ladders">
    Pay more as a rep sells more
  </Card>
</CardGroup>