Assign roles and permissions
Fine-grained permissions per workspace so everyone sees exactly what they need.
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5 lessons · 19 min · Intermediate
Staff are the people who own and approve work. Projects group the tasks that share context, files and a deadline.
What you'll learn
- Settle roles before you send invitations, keeping Employee as the default
- Add AI staff and give them the tools they need
- Decide when work belongs in a project, then write its standing instructions once
- Hand a departing teammate's work over without losing history