Managing Teams, Departments, and Users as a Company Admin #

Team Organization #

• As a Company Admin, you’ll see Team in the left-hand navigation bar.
• This area allows you to organize team members and assign them to departments.
• ⚠️ Note: Adding a team member here does not invite them to the software—it’s purely for organization and visibility.

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Adding a Team Member #

1. Click Add Team Member in the upper right corner.
2. Enter details: name, email, phone (optional), job title, start date.
3. Assign to a department (create one if it doesn’t exist).
4. Optionally upload a photo—team members can update this later.
5. If they report to a manager, select that leader here.
6. Save to add, or save and add another.

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Using Departments #

• You can create or edit departments in this section.
• Assign a manager to each department. That manager can then add and manage members in their own department.
• Only the department manager or a Company Admin can add/remove members.
• Departments streamline:
  • Meeting organization
  • Resource sharing
  • Initiatives and projects
  • Communication with an entire department

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Vendors #

• Use the Vendors section to track external partners who join meetings.
• Add them the same way as team members.
• Assign: department, primary relationship, and reporting contact.
• Vendors remain isolated from core company members but visible where needed.

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User Activation & Roles #

• Important: Adding a team member does not make them an active user.
• To activate a user, go to Company Settings → Users.
• Here you can:
  • See all individuals in the system.
  • View their roles (Admin, User, etc.).
  • Manage access to Company Goals, Health & Value dashboards, or internal meetings.

Activating a User #

1. Find the person, click the three dots → Edit.
2. Toggle Active → this sends an email invitation (valid for 1 hour).
3. The user must set up their password to complete activation.

Permissions #

• By default, advanced access is toggled off.
• Company Admins must decide whether to grant access to company-wide data.
• Toggling access on gives them visibility into the same dashboards as the business owner.