Teams and roles

Once more than a couple of people are in a company, you’ll want to decide who can do what — who can see invoices, who can delete a project.

• Workers are the individual people in the company.
• Teams group them, so you can handle a gang together rather than one by one.
• Roles decide what someone is allowed to do.

Set up a team

Draft: Steps still to be written. Teams live on the Teams tab under People.

Change someone’s role

Draft: Steps still to be written. Roles live on the Roles tab under People. This page should spell out exactly what each role can and can’t do — that’s the detail people actually come here for.