Home/Features/Team Management

Build & manage your dream team

Invite team members, assign roles with granular permissions, monitor workload, and track performance — all from one dashboard.

Invitations

Invite anyone in 30 seconds

Enter an email, pick a role, and send. New members get a branded email with a link to set their password and join your workspace instantly.

  • Email invite with branded onboarding
  • Set department (Design, Engineering, Marketing, etc.)
  • Set employment type (Full-time, Contractor, Intern)
  • Resend or cancel pending invites
  • Track invite status and acceptance
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Team invitation dialog with email, role, and department fields
Roles

5 built-in roles for every team shape

From founder to freelancer — each role has carefully scoped permissions that match real-world agency workflows.

  • Owner: Full access including billing, plans, and team management
  • Admin: Full operational access — settings, branding, projects, invoices
  • Project Manager: Manages projects, tasks, team assignments, clients
  • Accountant: Invoice creation, payments, billing, financial reports
  • Team Member: Assigned tasks, time logging, own work management
Built-in role selector with Owner, Admin, PM, Accountant, and Team Member options
Custom Roles

Build your own permission matrix

Built-in roles not flexible enough? Create custom roles with toggle-based permissions across every feature area — projects, tasks, invoices, messaging, services, and more.

  • 30+ individual toggle permissions
  • Organized by: Projects, Finance, People, Services, Settings
  • Internal comments visibility control
  • Can't delete roles with active members
  • Change roles anytime — users are notified
Custom role builder with granular permission toggles organized by feature area
Workload

Never let anyone burn out silently

The workload dashboard gives managers visibility into how tasks are distributed — with automatic capacity flagging when someone hits overload.

  • Per-member task counts by status (To Do, In Progress, In Review)
  • Automatic capacity status: Normal, High, or Overloaded (10+ tasks)
  • Completion rate percentages per member
  • Overdue task tracking per member
  • Estimated vs. logged hours comparison
  • Filter by project, status, and date range
Team workload dashboard with per-member task distribution and capacity indicators
Profiles

Detailed profiles for every team member

Click on any member to see their complete profile — identity, status, work metrics, billable hours, active projects, and recent activity.

  • Name, email, avatar, role, department, employment type
  • Status: Active, Invited, or Suspended
  • Work metrics: tasks assigned, completed, overdue, completion rate
  • Total billable hours across all projects
  • Active project assignments
  • Per-workspace display name and avatar support
Team member profile showing work metrics, billable hours, and active projects
5 Built-In Roles
30+ Permissions
∞ Custom Roles
3 Member Statuses
Getting Started

Build your team in 3 steps

1

Invite Members

Enter email addresses and send branded invitations. Members join with a single click and set their password.

2

Assign Roles

Pick from 5 built-in roles or create custom ones with granular permission toggles for every feature.

3

Monitor Workload

Track task distribution, spot overloaded members, and rebalance work before deadlines slip.

What Agencies Say

Loved by team leads

★★★★★

"We have designers, developers, and PMs — each with different permissions. Custom roles solved this perfectly. And the workload dashboard prevented two burnout situations last quarter."

DW
Diana Wu
COO, Hexagon Creative
Trust & Security

Your team data is safe

Role-Based Access

Every action is gated by role permissions — no unauthorized access.

Workspace Isolation

Multi-workspace users get separate identities per workspace.

7-Day Grace Period

Account deletion includes a safety window to prevent data loss.

Change Notifications

Role changes, removals, and invites trigger instant alerts.

FAQ

Frequently asked questions

Five built-in roles: Owner, Admin, Project Manager, Accountant, and Team Member. You can also create unlimited custom roles with granular permissions.

Yes. Create roles with toggle-based permissions across projects, tasks, invoices, team, clients, messaging, services, automations, reports, settings, files, and time tracking.

The workload view shows each member's active task count, status breakdown, capacity status (Normal/High/Overloaded), completion rate, overdue tasks, and estimated vs. logged hours.

Explore More

Related features

Projects

Assign team members to projects and tasks.

Messaging

Real-time team communication channels.

Dashboard

Team workload heatmaps and project health.

Your team deserves the right tools

Roles, permissions, workload monitoring — built for agencies. 14-day free trial.

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