People and groups
Add your team under People & access with Add person. Someone new to Tebelis gets a welcome email with a sign-in link that works for 7 days (or, if they must use single sign-on, instructions to sign in with Microsoft). Someone who already has a Tebelis account, for example in another company's workspace, gets an invitation instead: they show as Invited until they accept it from the email or from their account menu, where people who belong to several workspaces also switch between them. Anyone with Manage people & groups can add people, but only an Admin can make someone an Admin or a Manager.
Put people into groups (a crew, a discipline, a subcontractor) to manage access and ownership for many people at once.
Permissions
Access is built from seven permissions:
- View records · Create & fill records · Approve / validate records
- Build & edit templates · Publish templates
- Manage projects · Manage people & groups
Four roles come built in (Admin, Manager, User and Viewer). On paid plans you can also create custom roles with any mix of these permissions, under the Roles tab. Where someone's role and their groups overlap, the most access wins, so adding someone to a group never takes access away.
On Tebelis Core, everyone except admins needs a paid seat to do more than view. Without a Standard or Pro seat, a person is a view-only Viewer, whatever their role or groups: they can see records but can't create, edit or approve them, or use the AI. Pick each person's seat in the Plan column of People & access; you buy seats under Settings → Billing. If the subscription is suspended or canceled, everyone except admins becomes view-only until billing is sorted out.
On the Free plan, the workspace holds up to 3 members, you included, and custom roles and organisation-branch access aren't available.
Project-scoped access
Admins see every project. Managers, Users and Viewers see only the projects they've been given, so after you add someone, give them their projects: open their page, click Manage access, and under Project access pick a project from Add a project…, choose their role on it and click Add. With the Organisation layer turned on (paid plans), you can instead grant a whole branch under Organisation access, and the access covers every project in it. On paid plans, an admin can also create a custom role that sees all projects.
Changing someone's details
To correct someone's name or email, ask the agent. Only an Admin can correct an email address, and only before the person has ever signed in; they then get a fresh welcome email at the new address. Once an account has been used, its email can't change: remove the person and add the right address as a new person. Names and emails also can't be changed while someone still shows as Invited, or when they belong to another workspace too. Nobody can change their own role, only an Admin can change an Admin's or a Manager's role, and the workspace always keeps at least one Admin.
Privacy and data
To export or erase a person's data on request, see Data-subject requests. Your own data is under Privacy & data in your account menu (top right).