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

# Account Team

Manage who works a Household and which role they hold.

Account Teams keep ownership clear for each Household / Group. Jobs and task templates can assign work to **Account Team roles**.\
\
Being on an Account Team means you hold a **role** on that household. Account Teams are usually created automatically during onboarding. You can still swap members, remove members, or change roles.

### 📍 Where to Access

Open the **Household / Group** record.

Go to **Team & Referrals**.

### ➕ Add a Team Member

{% stepper %}
{% step %}

### Open Team & Referrals

Go to the **Team & Referrals** tab.
{% endstep %}

{% step %}

### Add Team Member

Click **Add Team Member**.
{% endstep %}

{% step %}

### Select member and role

Choose the person and set their **team role**.
{% endstep %}
{% endstepper %}

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2Fvq3Zb9rzRPi0090QkNkb%2FScreenshot%202026-02-09%20at%2011.14.01%E2%80%AFpm.png?alt=media&amp;token=4beef6ac-d17a-4cbc-a180-dd1acb15ef40" alt=""><figcaption></figcaption></figure>

### 🧩 Roles

Available roles should match how your business operates.

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2F9HkPKTjpjMXDF6ivBCPR%2FScreenshot%202026-02-09%20at%2011.15.49%E2%80%AFpm.png?alt=media&amp;token=6e03ff3f-1b4e-4c65-97e7-37a87e61656b" alt=""><figcaption></figcaption></figure>

### ✏️ Manage a Team Member

Use **Manage** to change a member’s role or remove them.

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2F8Gc1lPFWIzw8w9hoBKTB%2FAccount%20Teams%202.gif?alt=media&amp;token=5ae58ab1-6ddc-4494-ba2c-42d8b8d96342" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
Role changes can affect job and task assignments. Check ownership before you save changes.
{% endhint %}

### 🧭 Coming Soon

We plan to add workflow and task insights to this section.

This will show recent work and correspondence by the team.