Invite your team

Give colleagues access in two steps.
1. Add the person as an employee. Go to Employees in the main menu and create a new employee — at minimum a name and a company email address. See Creating a New Employee for the full flow.
2. Grant them login access. On the Employees List, click Add User next to the employee. They can then sign in to your workspace.
Assign roles. Open the employee's Permissions tab to control what they can see and do. Roles range from viewers (read-only) to managers and full administrators; the Manager role always supersedes the Viewer role.

Example use cases

• Onboarding a new hire and giving them access to Projects and Holidays.
• Granting an accountant view-only access to finance data.

Related pages

• Creating a New Employee
• Permissions
• Set up your organization

App routes

• Employees List