Browse Employees & Team
Use Employees and Team Access together. Employees stores staff records for HR and operations. Team Access sends secure invitations and assigns dashboard login roles.
Two related areas
- Employees: manage staff records, HR roles, salary references, work time, access status, and team member lifecycle.
- Team: manage agency team members and Super Manager access.
Recommended workflow
- Create or review the employee record from Employees.
- Assign the operational role that matches the person's responsibility.
- If the person needs dashboard login access, open Team Access.
- Send a secure invite to the employee email address.
- Wait for the team member to accept the invite and create a password.
- Review permissions after job responsibilities change or an employee leaves.
Important distinction
An employee record does not automatically create a login account. Use Team Access to invite staff who need dashboard access.
Demo workspace limits
Demo workspaces block Team management. Use a real agency workspace with an active subscription for production team invitations.
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