Team Management

Complete control over who can do what — from administrators to field workers.

Users

  • Invite users via email with role assignment
  • CSV bulk import: upload users from spreadsheet with column mapping, role assignment, and custom fields
  • Employment details: employee ID, job title, employment type/status, work location, hire/termination dates
  • Custom fields on user profiles (12 field types: text, number, date, dropdown, email, phone, and more)
  • Multi-organization support with pending invitation accept/reject flow
  • International phone number support with country code formatting

Users

Groups

  • Organize users into groups
  • Group leaders with scoped access
  • Hierarchical organization structure

Groups

Workload Management

  • View team workload distribution at a glance with color-coded capacity indicators
  • Track pending tasks, submissions, tickets, and visits per team member
  • WIP limit tracking: On Track, Moderate, At Risk, and Overloaded status levels
  • Horizontal bar chart visualization of workload across the team
  • Drill into individual members to see detailed task, ticket, visit, and submission breakdowns
  • Search and sort team members by workload level, overdue count, or name

Workload Management

Roles & Permissions

  • 7 built-in system roles: Administrator, Manager, User, Viewer, Department Head, Team Leader, Field Worker
  • Custom role creation with granular permissions
  • 162 permission combinations (18 resources x 9 actions)
  • Permission categories: Work Management, Data & Reporting, Organization, System
  • Quick Mode and Advanced Mode permission pickers
  • Role switcher shows actual custom role names with single-selection
  • Per-role navigation menu customization: show/hide items, reorder, rename groups

Roles & Permissions

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