Team
The Team section is where you invite people to your workspace, give them the right level of access, and manage HR records — payroll, attendance, salary changes, and reviews.
Every member belongs to an access group, which is a named bundle of 30+ permissions covering tasks, projects, money, content, and more.
From the sidebar click Team → Add Employee. Enter their name, email, role (Admin / Employee / Client), and pick an access group. They get an email with a link to set their password.
Settings → Access groups. Create groups like 'Project manager', 'Designer', 'Accountant' — each with the permission toggles your team needs. Reuse a group across many users.
Open the employee detail → HR tab. Enter joining date, salary, payroll cycle, leave allowance, and bank details. Salary changes are version-tracked so payroll always uses the right rate for each month.
Employees clock in from the Attendance widget on their dashboard. Admins can also add or correct entries manually from the employee detail.
Payrolls auto-generate on the 1st of each month for the previous month. Open Payroll, review the line items per employee (base + bonuses − deductions − tax), and mark each as paid when transferred.
On the employee detail click Deactivate. Their account stops being able to log in but historical tasks, time logs, and payroll records are preserved.
Explore all AI use casesTeamdoesn't include built-in AI tools yet — see what AI can do across FlippingKoin in the AI use cases guide.
Start with one or two broad access groups and split them only when you actually need to. Too many groups becomes a maintenance burden. If your plan has a seat limit, deactivating frees up a seat for a new hire without losing the old user's history. Owners always have full access — you can't lock yourself out by misconfiguring a group.
Access groups → `employeesView`, `employeesAdd`, `employeesEdit` control who can manage other team members. Plan → `maxUsers` caps how many active employees a company can have. Settings → Defaults → Default access group sets which group new invites land in.