People & Teams
Manage users, roles, permissions, and teams
13 articles
1
User Management
Manage user accounts
5 min read
2
Inviting Users
Send invitations
4 min read
3
Invite your service partner into your workspace
Invite a listed service partner from Company Settings > My partners, end its access when the work is done, and rate it: the rating is public and verified.
4 min read
4
Roles Overview
Core roles and role templates explained
6 min read
5
Custom Roles
Create your own roles
5 min read
6
Permissions System
Hundreds of granular permissions
7 min read
7
Department-based access
Limit users to specific locations
5 min read
8
Teams
Create and manage teams
5 min read
9
Team Assignment
Assign work to teams
4 min read
10
Qualifications & Certificates
Track employees' certificates, licenses and expiry dates
5 min read
11
Absences
Record who is away and see your team's availability
4 min read
12
My activity, team views and goals
A private activity card for everyone, optional record-quality views for managers and collective team goals — who sees what, and what to check first.
5 min read
13
User Preferences
Customize your experience
4 min read