Team Management

Manage all the people in your workspace: invite new members, assign roles, change managers, and deactivate users.

Required Role: Manager or Admin

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Accessing Team Management

1. Go to My Team in the sidebar (or the Team icon)
2. You'll see all team members in your workspace

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Inviting Team Members

See Inviting Your First Team for step-by-step instructions.

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Managing Roles

Once someone is in your workspace, you can change their role:

To change a role:

1. Click the team member's name or row
2. Find the Role field
3. Select a new role: Employee, Manager, or Admin
4. Click Save

The change takes effect immediately.

See Roles & Permissions for details on what each role can do.

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Changing Manager Assignments

When someone joins your workspace, they may be assigned to a manager. You can change this:

To reassign a manager:

1. Click the team member's name
2. Find the Manager field
3. Select a new manager from the dropdown
4. Click Save

See Change an Employee's Manager for more context and best practices.

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Viewing Team Structure

The Team page shows your organizational structure:

• Direct reports are listed under their manager
• Filtering by manager or role helps you see specific groups
• Search lets you find someone by name or email

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Deactivating Users

When someone leaves your organization, you can deactivate their account:

To deactivate a user:

1. Click the team member's name
2. Click Deactivate Account
3. Confirm the action

What happens:

• Their account becomes inactive
• They can no longer log in
• Their data (goals, milestones, tasks) is preserved in the audit log
• You can reactivate them later if needed

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Reactivating Users

If you deactivated someone by mistake, you can reactivate them:

1. Find the deactivated user in the Team list (they may be in a separate "Inactive" section)
2. Click Reactivate Account
3. They can log back in immediately

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Resending Invitations

If someone didn't receive their invitation email:

1. Find them in the Team list
2. Click Resend Invitation
3. They'll receive a new invitation email with the acceptance link

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Troubleshooting

I can't see the Team page

You must be a Manager or Admin. Check your role in Roles & Permissions.

I invited someone but they're not on the team yet

They haven't accepted their invitation. The email includes a link they need to click to create their account.

I want to change someone's manager

See Change an Employee's Manager for best practices.

Can I delete someone instead of deactivating them?

No. Deactivation preserves their data and audit trail. Deletion is not available; use deactivation instead.