Docs
Admin

Members

Manage organization members, roles, and permissions.

Members Management

The Members page allows you to manage your organization's team members, their roles, and permissions. You can invite new members, adjust roles, and control access levels across your organization.

User Roles & Permissions

Supervisible uses a role-based access control system with four distinct roles, each designed for different levels of responsibility within your organization.

Organization Owner

The highest level of access in Supervisible, typically reserved for founders and C-level executives.

Key Permissions:

  • Organization Management: Full control over organization settings and configuration
  • Member Management: Can invite, remove, and change roles for any member (including other owners)
  • Team Management: Create, modify, and delete teams across the organization
  • Project Management: Full access to all projects and clients
  • Capabilities Management: Define and manage organizational capabilities
  • Time Off Management: Configure time off types and policies
  • Activity Monitoring: Access to audit logs and activity tracking
  • Data Management: Complete access to all organizational data

Unique Abilities:

  • Transfer organization ownership
  • Manage other organization owners
  • Access all organization settings
  • Delete the organization (if needed)

Organization Admin

Trusted administrators who help manage the organization without full ownership privileges.

Key Permissions:

  • Member Management: Invite new members and manage roles (except for organization owners)
  • Team Management: Create and manage teams
  • Project Management: Full access to create, update, and delete projects
  • Client Management: Manage client relationships and data
  • Capabilities Management: Define and manage team capabilities
  • Time Off Configuration: Set up time off types and policies
  • Reporting: Access to all analytics and reports
  • Activity Logs: View audit trails and user activity

Limitations:

  • Cannot modify organization owner roles
  • Cannot transfer organization ownership
  • Limited access to certain critical settings

Manager

Team leads and project managers who oversee specific teams and projects.

Key Permissions:

  • Project Management: Create and manage projects
  • Client Management: Add and manage client relationships
  • Team Oversight: View and manage team member assignments
  • Workload Management: Adjust team capacity and assignments
  • Time Off Approvals: Review and approve team time off requests
  • Capabilities: Add and manage user capabilities
  • Reporting: Access team-specific analytics
  • Document Management: Manage project documentation

Limitations:

  • Cannot invite new organization members
  • Cannot change user roles
  • Cannot manage organization-wide settings
  • Cannot create or delete teams

User

Standard team members who focus on their assigned work and collaboration.

Key Permissions:

  • Personal Workspace: Manage own tasks and time tracking
  • Project Participation: View and contribute to assigned projects
  • Time Off Requests: Submit personal time off requests
  • Team Collaboration: View team members and schedules
  • Document Access: View project documents
  • Time Tracking: Log and manage personal hours
  • Profile Management: Update personal information

Limitations:

  • Cannot create new projects or clients
  • Cannot manage other users
  • Cannot access administrative features
  • Limited to assigned projects and teams

Managing Members

Inviting New Members

  1. Navigate to Settings → Members
  2. Click the Invite Member button
  3. Enter the email address of the person you want to invite
  4. Select their role from the dropdown
  5. Optionally, assign them to specific teams
  6. Click Send Invitation

The invited member will receive an email with instructions to join your organization.

Pre-creating Users

You can pre-create user accounts before they sign up, allowing you to:

  • Set up their workload and assignments in advance
  • Assign them to projects and teams
  • Configure their default availability

To pre-create a user:

  1. Click Pre-create User in the Members page
  2. Enter their email address
  3. Add their name and job title
  4. Configure their initial settings

Changing User Roles

To modify a member's role:

  1. Find the member in the Members table
  2. Click on their current role in the Role column
  3. Select the new role from the dropdown
  4. The change takes effect immediately

Note: Only Organization Owners can modify other Owner roles.

Managing User Availability

For each team member, you can set their default weekly availability:

  1. Locate the user in the Members table
  2. Find the Availability column
  3. Enter their weekly hours (e.g., 40 for full-time)
  4. The system auto-saves changes

Deactivating Users

Instead of deleting users, you can deactivate them to:

  • Preserve historical data and assignments
  • Prevent login access
  • Remove them from active team lists

To deactivate a user:

  1. Find the user in the Members table
  2. Toggle the Active switch off
  3. The user is immediately deactivated

Teams Management

Teams help organize members into functional groups for better project management.

Creating Teams

  1. Go to Settings → Teams
  2. Click Add Team
  3. Enter the team name
  4. Add team members
  5. Assign a team lead (optional)

Team Assignment

Members can belong to multiple teams. To assign members:

  1. Navigate to the team settings
  2. Click Add Members
  3. Select members from the dropdown
  4. Save changes

Best Practices

Role Assignment Guidelines

  • Organization Owner: Limit to 2-3 key stakeholders
  • Organization Admin: Assign to HR managers, operations leads
  • Manager: Use for team leads and project managers
  • User: Default for all team members

Security Recommendations

  1. Principle of Least Privilege: Assign the minimum role necessary
  2. Regular Audits: Review role assignments quarterly
  3. Prompt Updates: Change roles immediately when responsibilities change
  4. Clear Documentation: Document role assignment policies

Onboarding Checklist

When adding new members:

  • Send invitation with appropriate role
  • Assign to relevant teams
  • Set default availability
  • Add to current projects
  • Configure notification preferences
  • Share onboarding documentation

Activity Tracking

All member management actions are logged in the Activity Log, including:

  • Role changes
  • Invitations sent
  • User activations/deactivations
  • Team assignments
  • Permission modifications

Access the Activity Log at Settings → Activity to review all changes.

Organization

Configure organization-wide settings and preferences.

On this page