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Team help

Team settings help owners manage people, access levels, managers, and visibility.

What it does

  • Shows members, designations, managers, reporting flow, and assignment visibility.
  • Lets owners and permitted managers invite and manage team members.
  • Keeps removed or disabled members from accessing business data.

How to use it

  • Invite members with the correct business role.
  • Use manager relationships to keep team visibility practical.
  • Review access levels before allowing exports or edits.

Common checks

  • Owner has full access by default.
  • Managers see their allowed team scope unless extra access is granted.
  • Viewer remains read-only.

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