Cone's people management allows you to control team access, define roles with specific permissions, and manage billing rates for your team members.
What is People management?
People management is the central hub for controlling who has access to your Cone workspace and what they can do. It consists of three main components: team members, roles and permissions, and rates and hours
How to access people management
Navigate to
Settingsin the main menuSelect
Peoplefrom the admin sectionChoose the appropriate tab:
Team members- View and invite usersRoles and permissions- Manage access rightsRates and hours- Configure billing settings
Key components
Team members
View and manage all users in your workspace:
Active team members with their roles
Pending invitations and expired invites
Last login tracking for security monitoring
Roles and permissions
Control what team members can access and modify:
Four default roles (
Owner,Admin,Standard user,Restricted user)Custom role creation for specific needs
Granular permission settings by module
Client access restrictions
Rates and hours
Configure billing and time tracking settings:
Individual hourly rates per team member
Default working hours
Cost rates for profitability tracking
Team member management
Viewing team members
The team members list shows:
Name - Visual identification
Email address - Login credential
Role - Access level (Owner, Admin, Standard User, etc.)
Placeholder status - If assigned to a placeholder
Last login - Security and activity tracking
Status -
Active,Inactive,Invite sent, orInvite expired
Inviting new team members
Click
Invite team memberEnter their email address
Select an appropriate role
Send the invitation
Managing placeholders
Placeholders represent team members in the system
Assign placeholders to clients and projects
Convert placeholders to real users when they join
Track work allocation before team members are added
Default roles
Cone includes four pre-configured roles:
Owner
Complete access to all features
Can manage subscription and billing
Cannot be deleted or restricted
Only one owner per workspace
Admin
Full access except some billing restrictions
Cannot manage payment integrations
Cannot change subscription plans
Can manage other team members
Standard user
Access to core features for daily work
Can manage assigned clients and projects
Limited settings access
Cannot invite new team members
Restricted user
Minimal access for specific tasks
View-only permissions for most areas
Suitable for contractors or temporary staff
Notes
Role changes take effect immediately
Team members can only see clients they're assigned to
Email invitations expire after 7 days