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 |
Contacts |
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View People | ✓ | ✓ | x |
Add/Edit Contacts | ✓ | ✓ | x |
Add Employees | ✓ | ✓ | x |
Edit Employees | ✓ | ✓ | x |
Add/Edit Tags | ✓ | x | x |
Account |
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Billing Info | ✓ | x | x |
Update Company Profile | ✓ | x | x |
Manage Tools | ✓ | x | x |
Project Permissions |
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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 Project Members page
Projects > View Project > View Project Members (top right) > Add from People
From Employee Projects page
Contacts > Employees > View Employee > Projects > Add to Project