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. - Set up departments and directors
Create the departments you allocate retainers against, assign directors, and understand what a director can see.