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Team & HR

Give people the right role

Choose what each person can see and do: Owner, Admin, HR manager, Manager or Team member.

Where to find it: Team & HR → Logins Owners and admins 4 min

Before you start

  • You're an owner or admin.

The steps at a glance

1Open Team & HR2Open Logins3Change the role
Step 1 of 3
  1. In the menu on the left, tap Team & HR. On a phone, tap the ☰ menu button at the top first.

    companyflowhq.com/hrCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesTeam & HRSearch ⌘KMenuWebsiteAutomationsEmail MarketingTeam & HRIntegrationsSettingsGuides
  2. Tap Logins (Workspace access).

    companyflowhq.com/hrCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesTeam & HRSearch ⌘KPeopleLeaveLoginsHR settingsWorkspace accessRoles, access status and secure team logins.Team & HRPeopleLeaveLoginsHR settingsWorkspace accessRoles, access status and secure…
  3. Next to the person, change the role: Admin, HR Manager, Manager or Employee (Team member).

    companyflowhq.com/hrCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesTeam & HRSearch ⌘KSam PatelManager ▾AdminHR ManagerManagerEmployeeTeam & HRSam PatelManager ▾AdminHR ManagerManagerEmployee

✅ 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.

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