Team Guide
People
Section titled “People”The directory covers role, phone, and department placement, activate/deactivate, and CSV export. Overview adds summary stats and the org chart.
Invitations
Section titled “Invitations”Send single, bulk, or CSV invites (email,name,phone — phone required) with a shared role; copy the signup link or preview the email (real sends go through Clerk). Track pending invites with resend/revoke, plus policy controls for expiry days and resend cooldown, and a full history.
Roles (System Manager only)
Section titled “Roles (System Manager only)”Create custom roles — they start with zero permissions, so grant deliberately. Edit permissions per role, delete with user reassignment and typed-name confirmation. Every role and user change lands in the audit log.
Departments
Section titled “Departments”Nested tree with name, code, parent, and head; drag to reparent (cycle-guarded) or use the move dialog; assign members; delete with child and member reassignment.
Onboarding and email
Section titled “Onboarding and email”Build checklist templates one item per line, start them per member, track progress toggles, and assign buddies. Email covers sending accounts, the workspace default signature (team:manage), per-member custom signatures, and links out to templates in settings.