Team and roles
Invite teammates, assign the right roles, structure departments, and understand which records, modules, and financial details each role can see.
Understand roles and what each role seesHow admin, director, account manager, manager, and member roles differ in Verbial, and who sees hours, revenue, cost, and margin.September 3, 2026Invite a teammate and set their roleAdd a person to Verbial, choose their role and department, and have them sign in with Google or an emailed link. No Google account needed.September 4, 2026Set up departments and directorsCreate the departments you allocate retainers against, assign directors, and understand what a director can see.September 3, 2026Choose which modules your team seesHide 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.September 4, 2026Permissions: roles, permission sets and the access checkHow 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.September 4, 2026