Team
Manage your team members, control access, and assign tasks.
In This Section
Employees
- Add an Employee - Invite team members
- Manage Employees - Edit and organize staff
Roles & Permissions
- Understanding Roles - Role-based access control
- Create Custom Roles - Tailored permissions
Tasks
- Create a Task - Assign work to team members
- Task Management - Track and complete tasks
Key Features
Team Access
- Invite employees by email
- Control what each person can see and do
- Track user activity
Role-Based Permissions
- Predefined roles (Admin, Manager, Staff)
- Custom roles for specific needs
- Granular permission control
Task Assignment
- Create and assign tasks
- Set due dates and priorities
- Track completion
Who Should Have Access?
| Role | Typical Access |
|---|---|
| Owner | Everything |
| Admin | Most features, user management |
| Manager | Day-to-day operations, reports |
| Staff | Specific functions (sales, support) |
| Accountant | Financial data, reports |