Connect Business OS · User guide

Add your team and decide who sees what

1. Open Settings → Members and press Add member.
2. Enter full name, email, job title and an initial password.
3. Choose their roles (permission groups).
4. Send them the company code, their email and the password.

Every member is also an employee in HR → Employees: complete their department, branch, shift and salary there.

Settings → Permission groups decides what each role can do, and its scope: own records, team records or all records. Settings → Teams sets managers and their teams.

Use Suspend on a member to stop their access for a time; Reactivate brings it back. Their history is kept.