Knowledge base - People

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People

People

Members roles and responsibilities (1 article)

What are the users' roles and what is the difference between them?

Creating project team (9 articles)

How to invite a new user to a project? How to invite a client to an account? Creating the team project. Roles of users and a company How to add a new company? How to enter additional information about the company and upload its logo? How to invite numerous users at once? How many users can be created in an account? Alternative ways of adding participants to a project How to create a department?

Managing members (12 articles)

Where can I see and manage participants in my account? Is it possible to hide names and contacts' info? How to set contacts' visibility? How to edit info of the users? How to set the order of departments? How to make changes directly in the user group? How to remove a user/section/company? Is there a way to know who is the administrator? How to set the hourly rate for an employee? How to hide contact info of my employees from an employee? The user from my account has forgotten their password. How can I remind them? Member invitations are not coming in. What do I do? How to set a member rate within a project?

Team setting (1 article)

How to create a new team in your account

Working with client (2 articles)

Is it possible to have a client's card in Worksection without inviting them? How to work in the same account with different companies using different languages?

Privacy (4 articles)

Is it possible to hide people's names and contacts? How to adjust the visibility of contacts? How to add private notes to an employee's or client's card? How to delete your profile from your account? When did the user last enter the account?