Invite your team
Invite the people who are responsible for work in OhYeh. Start with the people who will create, own or complete tasks, and add others as they need access.
Who to invite first
Section titled “Who to invite first”Start by inviting the people who will create, manage and complete work in OhYeh. Members receive a select number of permissions by default, while the owner has full access.
| Who | Recommended permissions | Why |
|---|---|---|
| Owner | All permissions | The owner has full control of the organisation, including billing, members, permissions, settings and work. |
| Managers / team leads | Default member permissions, with additional permissions where needed | They can manage tasks, complete tasks, manage entities and templates. Add permissions such as Manage Roles or Manage Member Permissions if they are responsible for managing the team. |
| People who create and complete tasks | Default member permissions | These permissions allow them to manage templates, manage and complete tasks, and manage entities - everything they need for their day-to-day work. |
| People who only need to view information | Grant only the permissions they need | Don’t give administrative permissions unless they need them. |
Seats and billing
Section titled “Seats and billing”Seats are for members of the organisation who will be using OhYeh. Plan limits and trial details are in Settings → Billing.
| Topic | Where |
|---|---|
| Send invites | Members and invites |
| Plan and checkout | Billing |
Handoffs before time off
Section titled “Handoffs before time off”As well as a role, tasks can be assigned to an individual member of that role. When a person is off, review their upcoming and recurring tasks by filtering tasks assigned to that person or role (see Tasks). Reassign their tasks to another person or role, particularly any important or critical tasks, to ensure reminders continue to reach the right person.