Administration

Organisation & roles

Group people into departments and teams, give them roles and decide what each person can see and do. Startup comes with ready-made roles and one department; Enterprise lets you create your own roles and departments.

You manage your organisation in two places. On the website dashboard you invite people, give dashboard access, transfer ownership and delete the workspace. In the desktop or web app you set up app roles, departments, teams and the org chart.

Departments and teams

Departments and teams let you group people for scheduling, performance and reporting. Startup gives you team management and one department (named “Company”). Enterprise (early access) adds your own departments and a company-wide Org Chart of teams, departments and reporting lines.

  • Invite team members, then assign them to positions and teams (setting up your workspace).
  • The sidebar label follows your plan: “Company” on Startup, “Department” on Enterprise.
  • On Startup, the Org Chart tab on the Department page (“Company” in the sidebar) shows an interactive chart of your one department. The interactive Org Chart of the whole organisation, with every department and reporting line, is Enterprise-only.

Roles and permissions

There are two kinds of roles. Dashboard roles (Admin / Member) control only who can use the website dashboard: Admins can, and Members who sign in there are sent to the apps. App roles (CEO, Team Lead, Member and so on) control what people can do in the desktop and web apps. You manage app roles on the Roles page.

  • Startup: ready-made roles at five levels (from the owner down to team member; the role names depend on the industry you chose at sign-up).
  • Enterprise (early access): your own roles, built with a detailed permission matrix.

Inviting, transferring and removing people

  1. 1Invite people from the dashboard’s Users page by entering a name, email and dashboard role. The person gets an email link to set their own password. You can also place them in a position, department and team right away.
  2. 2Change access in a person’s row: switch them between Admin and Member, or reset their 2FA. To change several people at once, select them and make them Admins or Members, or remove them. The owner always stays at the top and can’t be selected.
  3. 3Transfer ownership from Settings → Danger zone (owner only): choose a member, confirm with your password, and you become an admin.
Removal keeps your data
Removing a user also ends their employee record: it gets an end date but is not deleted. Deleting the workspace schedules it for removal in 30 days. Sign-ins are blocked right away, but you can cancel the deletion during those 30 days.

Audit trail

Settings has an Audit log section, meant to list admin actions with timestamps. It is marked “Coming soon”: there is no screen to view or export the log yet. Some actions, such as notices and rule changes, are already recorded on the server, and that record is what a banner means when it says a notice was “recorded in your audit log”. Follow progress on the roadmap.

Heads up
Some dashboard controls don’t work yet: on the Users page, “Import CSV”, “Columns” and the Role/Status filters have no effect.