Managing Employees

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Inviting an employee

1. Click Add Employee
2. Fill in the form:

3. Click Create

The employee will receive an invitation email and can activate their account.

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Employee statuses

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Changing status

Use the toggle in the Status column:

• On → Active
• Off → Inactive

A confirmation dialog will appear explaining the consequences before deactivation takes effect. Deactivated employees cannot log into the system.

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Canceling an invite

For employees with Invited status:

1. Click the trash icon in the Status column
2. Confirm cancellation

The invitation will be revoked.

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Deleting an employee

You can remove an employee from the table entirely:

1. Click the trash icon in the Actions column
2. Confirm deletion in the dialog

The employee will be archived (soft-deleted) and removed from the table. Their roles are unassigned and their email is freed up for a new invite.

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Editing inline

Click on a cell to edit:

• Group → Change group
• Creators → Assign creators
• Roles → Assign roles

The pencil icon appears on hover.

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Role assignment restrictions

Which roles you can assign depends on your own role: Example: If you have a custom role with “Chatter” and “Team Leader” roles, you can only assign “Chatter” and “Team Leader” to other employees. You cannot assign roles you don’t have.