Topics

Add/Edit Employee

Employee Permissions

Add Employee to a Project

The Employees page is where you can invite, add contact information, set email notifications and global permissions for users in your company.


Add/Edit Employee

New Employees

Contacts > Employees > New Employee

Edit Employee

Contacts > Employees > View Employee > Edit


Employee Permissions

Permission

Admin

Manager

Worker

View People

x

Add/Edit Contacts

x

Add Employees

x

Edit Employees

x

Account

Billing Info

x

x

Update Company Profile

x

x

Manage Tools

x

x

Project Permissions

Create Projects

x

Edit Users

x

Invite Users and Assign Project Roles

x

Manage Project Roles

x

Add employee to ALL Projects

x


Add Employee to a Project

From Employee Projects page

Contacts > Employees > View Employee > Projects > Add to Project

From Project Members page

Projects > View Project > View Project Members (top right) > Add from People

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