Team & HR
Give people the right role
Choose what each person can see and do: Owner, Admin, HR manager, Manager or Team member.
Before you start
- You're an owner or admin.
The steps at a glance
Step 1 of 3
In the menu on the left, tap Team & HR. On a phone, tap the ☰ menu button at the top first.
Menu Website Automations Email Marketing Team & HR Integrations Settings Guides Tap Logins (Workspace access).
companyflowhq.com/hr CompanyFlowHQ Website Automations Email Market… Team & HR Integrations Settings Guides Team & HR Search ⌘K People Leave Logins HR settings Workspace access Roles, access status and secure team logins. Team & HR People Leave Logins HR settings Workspace access Roles, access status and secure… Next to the person, change the role: Admin, HR Manager, Manager or Employee (Team member).
companyflowhq.com/hr CompanyFlowHQ Website Automations Email Market… Team & HR Integrations Settings Guides Team & HR Search ⌘K Sam Patel Manager ▾ Admin HR Manager Manager Employee Team & HR Sam Patel Manager ▾ Admin HR Manager Manager Employee
✅ How do I know it worked?
- Next time they open a page, they see what their new role allows.
⚠️ Common mistakes
ProblemYou can't change the owner.FixThe owner is Protected. There is always one owner.
ProblemYou need something in between.FixMake a custom role in Settings → Roles & permissions.
