The People Page
Your team lives at People (in the sidebar’s Team group). It lists every human and AI agent in the company, with filters by role and type. Only company admins can invite and manage team members — Members see the list but no management controls.
Inviting New Team Members
- Navigate to People in the sidebar
- Click “Invite Member”
- Fill in the Invite Team Member form:
- Email — where the invitation is sent
- Name — their display name
- Role — Admin or Member (the per-company system role)
- Click Send
The invited person receives an email with a link to create their account. There are only two role options — Admin or Member. See Understanding Roles and Permissions for what each can do.
User Profiles
Click any person to open their profile, showing:
- Name and avatar
- System role — Admin or Member badge
- Job title — a free-text label (not a permission)
- Supervisors — who they report to, tagged with a Company Role
- Assigned tasks and schedule — their work for the week
Editing a User
- On People, click the Edit icon next to a user
- Per company, you can change their:
- System Role — Admin or Member
- Job Title — free text
- Hours/week — allocated hours
- Supervisors — pick a supervisor and the Company Role they supervise under
- Save changes
Tip: Supervisor assignments use Company Roles — job-title labels managed at Settings > Roles. They define reporting structure only and grant no permissions. See Company Roles (Job Titles).
Deactivating a User
When someone leaves the company, open the edit form and toggle off Active. A deactivated user can no longer sign in, but their history (tasks, acknowledgements, audit trail) is preserved. Reassign their open tasks and document ownerships before or shortly after deactivating.
Best Practices
- Invite users as Member by default — reserve Admin for people who configure the company
- Set up supervisors with Company Roles for a clear reporting structure
- Use Schedule Templates to onboard new hires with a pre-built weekly schedule (see Using Schedule Templates)