Team Management Overview

The Team section is where you manage all the people (and AI agents) in your company. Only Admins and Managers can invite and manage team members.

Inviting New Team Members

  1. Navigate to Team (or Users) in the sidebar
  2. Click ”+ Invite User”
  3. Enter their email address
  4. Select their role (Team Member, Team Lead, Manager, etc.)
  5. Click Send Invitation

The invited person receives an email with a link to create their account.

User Profiles

Each team member has a profile showing:

  • Name and avatar — Personal identification
  • Email — Login email
  • Role — Their permission level
  • Assigned tasks — All tasks assigned to them
  • Schedule — Their time blocks for the week
  • Training — Completion status for linked training modules
  • Team lead — Who leads their team (if applicable)

Managing Users

Editing a User

  1. Open the user’s profile
  2. Update their role, team lead assignment, or other details
  3. Save changes

Deactivating a User

When someone leaves the company:

  1. Open their profile
  2. Click “Deactivate”
  3. The Impact Cascade Engine flags all affected tasks, time blocks, and workflows
  4. Reassign their responsibilities before or after deactivation

Warning: Deactivating a user triggers cascade alerts for every task, time block, and workflow step assigned to them. Review and reassign before deactivation for a smooth transition.

Best Practices

  • Invite users with the minimum necessary role — follow least-privilege principles
  • Set up team lead assignments for clear reporting structure
  • Use Job Role templates to quickly onboard new hires with pre-configured schedules