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 five 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
• Financial Access: Full visibility into costs, margins, billing, and profitability
• 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

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
• Financial Access: Full visibility into costs, margins, billing, and profitability
• Capabilities Management: Define and manage team capabilities
• Time Off Configuration: Set up time off types and policies
• Reporting: Access to all analytics and reports

Limitations:

• Cannot modify organization owner roles
• Cannot transfer organization ownership
• Cannot assign roles (only owners can)

Manager

Team leads and pod leads who need autonomy to run projects and manage day-to-day operations.

Key Permissions:

• Project Management: Create and manage projects
• Client Management: Create and manage client relationships
• Assignment Management: Add, update, and remove team member assignments
• Workload Management: View and adjust team capacity
• Time Off: Create and approve time off requests for direct reports only
• Capabilities: Add and manage user capabilities
• Billing Configuration: Set billing type and rates when creating projects
• Document Management: Manage project documentation

Limitations:

• Cannot view costs, margins, or profitability data
• Cannot invite new organization members
• Cannot change user roles
• Cannot manage organization-wide settings
• Cannot create or delete teams
• Cannot access Insights or analytics

Finance

Accountants, CFOs, and finance staff who need full financial visibility without people management powers.

Key Permissions:

• Financial Access: Full visibility into project costs, billing, margins, and profitability
• Project Viewing: See all projects and clients for financial context
• Profitability Reports: Access the profitability table and financial analytics

Limitations:

• Cannot create or manage projects or clients
• Cannot manage team members or assignments
• Cannot change user roles or invite members
• Cannot configure time off or organization settings

Member

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

Roles Comparison

Note: Account Managers and Project Managers receive additional project-level access regardless of their system role. See contextual roles below.

Contextual Roles

In addition to system roles, Supervisible has per-entity contextual roles that grant additional access on specific projects or clients:

• Account Manager (per client): Full financial access on the client's projects, including value and margin indicators
• Project Manager (per project): Can edit the project, manage assignments, and post updates
• Reports To (per user): Can approve and manage time off for users who report to them

These contextual roles are assigned when creating or editing projects and clients. They work alongside — not instead of — the system role.

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 assign or change 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 (founders, partners)
• Organization Admin: Assign to operations leads who need full access without role management
• Manager: Use for team leads and pod leads who create projects and manage assignments
• Finance: Assign to accountants and CFOs who need financial visibility
• Member: 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.