Getting Started
Setting Up Your Team
Add team members and assign roles.
Setting Up Your Team
Invite Users
- Navigate to Admin > Users
- Click Invite User
- Enter email and select a role
- The user receives an invite email with a link to set up their account
Role Levels
Roles control what users can see and do:
- Tenant Admin (1): Full access to everything
- PMO Director (2): Portfolio and program management
- Portfolio Manager (3): Portfolio-level operations
- Program Manager (4): Program-level operations
- Project Manager (5): Project-level operations
- Team Lead (7): Team management and task oversight
- Team Member (8): Task execution and time tracking
- Viewer (9): Read-only access
- Executive (10): Cross-cutting read access via feature visibility
Teams
Group users into teams for assignment and reporting. Go to Admin > Teams to create and manage teams.
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