Team & Users

As an admin, you can invite team members and control what they can do.

Adding a user

1. Go to Team in the sidebar (admin only)
2. Click New User
3. Fill in:
   • Username
   • Email
   • Display name
   • Role — Admin, Manager, or Viewer
   • Password — initial password (user can change later)
4. Click Save

Roles explained

Role	View data	Create/Edit/Delete	Manage settings & team
Viewer	Yes	No	No
Manager	Yes	Yes	No
Admin	Yes	Yes	Yes

When to use each role

• Admin — business owner, office manager — full control
• Manager — salespeople, account managers — can work with data but can’t change settings
• Viewer — read-only access for reporting or oversight

Editing a user

Click on a user in the Team list to edit their details or change their role.

Deactivating a user

Instead of deleting, you can deactivate a user. Their data (tasks, activities, etc.) remains in the system, but they can no longer log in.

Security

• Each user has their own login credentials
• Admins can reset any user’s password
• Two-factor authentication (2FA) can be enabled per user in Settings > Two-Factor Auth
• All user actions are tracked in the Audit Log