WorkOS
Team and roles
Who has access to what within your account.
What the user roles are (Owner, Supervisor, Member, Technical administration permissions)
Who can see and do what within your WorkOS account.
Who can do what: permissions summary by module
A single table of what the Owner, people with Technical administration permissions, Supervisor and Member can do in each part of WorkOS.
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 and people with Technical administration permissions can add people.
What Technical administration permissions are and what they allow
A flag you add to a person so they manage the account's technical setup without being the Owner.
Who sees the options of custom plugins
The Owner decides which users see the sections that each custom plugin active on the account adds to WorkOS.
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.
The «Team workload» panel on the Dashboard: hours per person, capacity and breakdown by company
How to read the team workload panel, how to set each person's capacity and how to reassign work for a company to another person.
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: percentage this month
What percentage of the AI usage assigned to your account you have used this month, broken down by module. Only for the Owner or whoever has Technical administration permissions.