WorkOS
Team and roles
Who has access to what within your account.
What the user roles are (Owner, Supervisor, Member, Technical contact)
Who can see and do what within your WorkOS account.
How to add and manage the people on your team
Add someone new to Team: they get an invitation by email and are linked to their record. Only the Owner can add people.
What the Technical contact is and what they can do
A flag you add to a person so they manage the account's technical setup without being the Owner.
How to set up a Supervisor and their direct reports
A Supervisor sees the tasks of the people who report to them in the "My team" tab. Here's how to set it up.
Who sees what: owners, participants and Team privacy
How WorkOS decides what to show each person in tasks, documents, notes, wiki, email and posts.
AI usage: tokens and cost this month
How much AI your account has used this month and its estimated cost, broken down by module. Owner or Technical contact only.