Managing team access
Who can sign in to your workspace, what they can reach, and how roles and permissions decide it.
On this page
Configuration → User Management lists who can sign in to your workspace, what they can reach, and which module owns their record.
Adding someone
Accounts are created where the person's record lives. Select Add and choose:
| Option | Opens | Use it for |
|---|---|---|
| Employee | HR & Payroll | Anyone on your payroll — and owners or accountants too |
| Customer | Sales | The people you invoice |
This keeps one record per person: the same person is not a "user" in one place and a separate employee in another.
Changing what someone can do
What a person can see and do is decided by their roles and permissions.
- To edit a person's details, open them from the list and edit the record.
- To fine-tune what one person can reach, use Manage permissions on their row.
- Administrators can also change what a whole role can do — every person with that role gets the change.
Removing access
To stop someone signing in, revoke their access from User Management. Their history — the leads, invoices and tickets they worked on — stays in your workspace.
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