Employees
What you'll learn
- How team management works in AutoTalk
- How to invite members and assign roles
- Where to manage your team
The Employees section is where you manage the people who work within your AutoTalk company: invite new team members, assign roles that control what each person can access, and remove members who no longer need access.
Where to find team management
Open the Company > Team group in the sidebar. The roles pages are owner-only; the Employees page requires the owner role or the team.manage capability. This page lets you generate invite links, view all current employees, and manage their status.
What you can do
- Invite team members -- Generate shareable invite links with usage limits and expiration dates (invitees always join as Employee)
- Define roles & permissions -- Create custom roles, grant feature capabilities, and gate custom-type records by role
- Assign roles -- Control what each member can do by assigning them one or more roles
- Switch between profiles -- If you belong to more than one company, switch between your own memberships from the account menu
- Remove members -- Kick or permanently remove employees who no longer need access
Next steps
- Roles & permissions -- Create roles, grant capabilities, and restrict custom-type access
- Company roles -- How roles work, switching workspaces, and employee profiles
- Inviting team members -- Learn how to generate and share invite links