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Users, roles and invitations

Manage people under Settings → Users.

RoleSeesCan change
OwnerThe whole companyEverything. There is exactly one owner; the role is only passed on by a transfer.
AdminThe whole companyUsers (except the owner), teams, company settings.
Team adminTheir team and viewer teamsThe employees and managers of their own team and that team’s settings.
ManagerTheir team and viewer teamsNothing; managers only view.
EmployeeOnly their own dataNothing.
  • Managers assigned to a team see that team. A manager without a team (and without viewer teams) sees the whole company until one is assigned; the user list marks them as “No team assigned”.
  • A team admin always belongs to a team.
  • Viewer teams give managers and team admins read-only access to other teams’ reports.
  • Nobody can change their own role or deactivate themselves, and the owner cannot be deactivated.

Access follows a person’s current team, including past days: after someone moves to another team, their history is visible to the managers of the new team.

  1. Click Invite user.
  2. Enter the name and e-mail address, choose the role and the team (and viewer teams for managers and team admins), and the e-mail language (English or Turkish).
  3. Click Send invitation.

The person gets an e-mail with a link to set their own password; the link is valid for 7 days. The list shows the state of the invitation e-mail (pending, sent, failed or link shared manually) and when it expires. Use Resend invitation in the row’s menu to send a new link.

If e-mail sending is not set up for your account, no e-mail is sent: the panel shows the invitation link instead. Copy it and send it to the person yourself, privately, because anyone with the link can set the password of that account. See also the invitation e-mail did not arrive.

Owners and admins can invite anyone; team admins invite employees and managers to their own team. An e-mail address can belong to only one user.

The Free plan allows up to 3 active users: when 3 users are active, inviting or adding someone, reactivating a deactivated user and accepting an invitation are refused with plan_seat_limit. Invited users who have not accepted yet do not count toward the 3. To grow the team further, the owner chooses Pro or Premium first (read-only account and plan limits).

Add with password creates the user with an initial password instead of an invitation. Passwords need at least 8 characters with an upper-case letter, a lower-case letter and a digit.

Click a user to change the name, role, team, viewer teams or time zone, or to give the user their own settings on the Settings tab. Turn off Active (can sign in) to deactivate a user: they can no longer sign in, and their past data stays. Send password reset link e-mails a new link (or shows it when e-mail sending is not set up).

Owners and admins also see the person’s mobile phone number in the user’s details, when the person has one; team admins, managers and employees do not. Only the person can change or remove it, on their own profile.

Only active users who have accepted their invitation count toward billing (plans and billing).

The owner can hand over the account under Settings → Company → Transfer account ownership: choose an active user and confirm. The new owner gets full access, and the previous owner becomes a company admin.