Team Management Guide

Manage users, departments, roles, holidays, company settings, projects, and role-based access in one workflow.

Team Management Guide screenshot

Setup Instructions

Step 1

Create departments and company holidays.

Step 2

Invite users and assign role, department, and manager or Sub Admin ownership.

Step 3

Assign projects and menu rights.

Step 4

Review dashboard access for Admin, HR, Manager, Sub Admin, and User roles.

Step 5

Use reports to confirm each role sees the expected data.

Step 6

Update company settings as policies change.

Team Management Guide workflow screenshot

Quick Actions

Users Departments Sub Admin Projects