Team and roles
Invite people, choose roles, and understand what each role can see.
- Understand roles and what each role sees
How admin, director, account manager, manager, and member roles differ in Verbial, and who sees hours, revenue, cost, and margin. - Invite a teammate and set their role
Add a person to Verbial, choose their role and department, and have them sign in with Google or an emailed link. No Google account needed. - Set up departments and directors
Create the departments you allocate retainers against, assign directors, and understand what a director can see. - Choose which modules your team sees
Hide the parts of Verbial your agency does not use, or keep them for admins only, so everyone's sidebar shows just the work that matters. - Permissions: roles, permission sets and the access check
How access fits together, how to apply a bundle of permissions to a whole department or team, and how to see exactly what one person can do and why.