Steps
- Create branches, departments and teams if you use them.
- Add employees, or import a CSV based on the template.
- Set each employee's reporting manager; the org chart is drawn from this.
- Create roles in Settings and choose their permissions.
- Assign a role to each person.
Good practice
- Keep at least two admins, so one person's absence does not lock the company out.
- Give managers team scope instead of full access.
- Ask admins to turn on two-factor login.
- Archive people who leave instead of deleting them, so history stays.
Questions
- Can I reset an employee's password?
- Yes. An admin can reset an employee's password from the employee list.
- Can I move leads when someone leaves?
- Yes. Leads can be transferred in bulk to another employee.
Still stuck? Email [email protected] with your workspace ID, or look up a term in the glossary.