Team

The Team section is where you manage your workspace — inviting members, assigning roles, configuring permissions, and customising team branding.

Accessing Team

Navigate to Dashboard → Company → Team. If you have not yet created a team, you will be prompted to do so on this page.

Creating a Team

1. Enter a team name and an optional description.
2. Click Create Team.
3. You are automatically assigned the Owner role.

Team Management Tabs

• Statistics — overview charts showing member count, role distribution, and activity over time.
• Members — full list of team members with their role, status, and join date.
• Permissions — granular access control per module per role.
• Invitations — pending and previously sent invitation records.
• Branding — upload a team logo and configure custom colours.
• Notifications — configure which events send notifications and to which roles.
• Member Activity — audit log showing every action taken by each member.
• Export Data — download team data as CSV or JSON.
• Settings — rename the team, transfer ownership, or delete the team.

Inviting a Member

1. Go to the Members tab and click Invite Member.
2. Enter the email address of the person you want to invite.
3. Select a role: Owner, Admin, Manager, Member, or Viewer.
4. Click Send Invite. An invitation email is sent immediately.

Team Roles

• Owner — unrestricted access to all features including billing and team deletion.
• Admin — full platform access except billing management.
• Manager — access to HR, Recruitment, and Team management modules.
• Member — standard access to their own data and assigned tasks.
• Viewer — read-only access across all permitted modules.

Configuring Permissions

The Permissions tab provides granular control. For each module (Tasks, HR, Payroll, Recruitment, Company Messages, etc.) you can independently allow or deny View, Create, Edit, and Delete actions for each role. Changes take effect immediately.