Team & Access
Invite users, give them a role, group them into teams, and organize your workspace with custom categories.
#Inviting users
The Users page is your team roster. Filter by role (All / Admin / Manager / Employee / Viewer) or status (All / Active / Inactive). Search filters by name or email.
Click Invite User to add a new team member. A magic-link email is sent to the address you provide — once they complete the flow, they appear as Active.
| Field | Type | Description |
|---|---|---|
| email* | Invitation target. | |
| firstName* | text | Given name. |
| lastName* | text | Family name. |
| role* | dropdown | Admin, Manager, Employee, or Viewer (see roles below). |
| phone | tel | Optional phone number. |
#Roles
- Admin — full access to the workspace, including billing and user management.
- Manager — everything except billing and destructive org-level actions.
- Employee — day-to-day work: clients, projects, invoices, cases, documents. No user admin.
- Viewer — read-only access to most screens. Can’t create or edit.
Role changes apply immediately. Toggle a user between Active and Inactive from the row menu — inactive users can’t log in but keep their historical records (assigned items, activity trails).
#Teams
Teams groups users together for lighter-weight structure than roles — for example, to tag who’s on the Sales team or the Delivery team. If no teams exist yet, use Initialize Teams to create the defaults, then add members.
Per member you set:
| Field | Type | Description |
|---|---|---|
| userId* | combobox | A workspace user. |
| role | dropdown | Member or Lead inside the team. |
| isLead | checkbox | Convenience flag — same as setting role to Lead. |
#Categories
Categories is your taxonomy layer — hierarchical tags you apply to clients, projects, and support cases for grouping and reporting. Each category has:
| Field | Type | Description |
|---|---|---|
| name* | text | Display name. |
| description | text | Short explanation of what belongs here. |
| parentId | combobox | Optional parent category — lets you build hierarchies like Industry → Finance → Banking. |
| targetEntity* | dropdown | Where this category applies: Client, Project, or Support Case. |
Categories appear in the relevant combobox when you create or edit that entity type. Deleting a category removes the tag from records but doesn’t delete the records themselves.