Team
The team is a list of users within a workspace who work on tasks and projects.
Users are not organized into separate groups. All collaboration happens through system entities:
- Tasks — a user can be an assignee or a creator.
- Projects — a user can be the creator of a project.
- Comments — a user acts as the author of a comment.
A task can have only one assignee.
Each user contains the following information:
- Full Name — the user's display name.
- Email — used for sign-in and communication.
- Role — defines the access level (owner, user).
- Position — the user's position in the team.
- Contact Information — phone number, address, and other fields.
- Email Verified — whether the user has confirmed their email through the verification link.
Overview
This section explains how to work with the team and the main features available to users in the system.
Roles and permissions
This section describes user roles and their permissions in the system. There are two roles: owner, user each with its own access restrictions.
Viewing team
This section explains how users are displayed on the Team page, including different view modes, cards, and user details.
User actions
This section covers the main user actions: creating, editing, and deleting users.
Search and filtering
This section explains how to find users, as well as filtering and sorting that help narrow the results.
Positions
This section describes how to work with positions, including viewing the list, adding new positions, editing existing positions, and deleting positions.