Build & Manage Your Dream Team
Invite team members, assign roles with granular permissions, monitor workload, and track performance - all from one dashboard.
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
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, and can view, create, edit, and delete invoices
- Accountant: Invoice creation, payments, billing, financial reports
- Team Member: Assigned tasks, time logging, own work management
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
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
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
Build Your Team in 3 Steps
Member Permissions
Loved by 500+ Agencies Worldwide
Here's how Eidoncore replaces the tool stack for real agencies, every single day.
We replaced Trello, HubSpot, and QuickBooks with just Eidoncore. Having our project budgets, client CRM, and invoicing connected in one platform saved us 15+ hours every week and eliminated all context switching.
Switching from Asana, Mailchimp, and Harvest felt risky, but Eidoncore paid for itself in a month. Client reporting is now fully automated and our billing errors dropped to zero.
We were paying for Monday, Zendesk, and Xero separately and none of it talked to each other. Now every ticket, task, and invoice lives in one place - onboarding new hires takes a day, not a week.
Our team stopped fighting ClickUp, Pipedrive, and FreshBooks entirely. Eidoncore gave every project a live budget, so scope creep gets caught before it costs us money, not after.
Notion, Close, and Wave were three logins we opened every morning. Now it's one dashboard, and clients get real-time visibility into their own projects without asking us for updates.
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.
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.