People & organization
For everyone. Members, permissions, roles, and the org chart.
- Member, Manager, Admin, and OwnerFor everyone. App permission levels and what each can do.
- Org roles vs app permissionsFor everyone. Job titles for the chart and assignments — not Admin/Manager/Member.
- Invite a teammateFor managers and admins. Send an email invite and set employment details.
- Deactivate, reactivate, and leavingFor managers and admins to deactivate; everyone can leave (with exceptions).
- Org chartFor everyone on Business. Visual reporting lines from org roles and placements.
- People overviewFor everyone. Members, org roles, and the org chart in Organization.
- Employment type and member settingsFor managers and admins. App role, org role, hourly vs salaried, and chart placement.