Overview: People Management

In this article

• What is People management?
• How to access people management
• Key components
  • Team members
  • Roles and permissions
  • Rates and hours
• Team member management
  • Viewing team members
  • Inviting new team members
  • Managing placeholders
• Default roles
  • Owner
  • Admin
  • Standard user
  • Restricted user
• Notes

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

1. Navigate to Settings in the main menu

2. Select People from the admin section

3. Choose the appropriate tab:

   1. Team members - View and invite users
   2. Roles and permissions - Manage access rights
   3. Rates 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, or Invite expired

Inviting new team members

1. Click Invite team member
2. Enter their email address
3. Select an appropriate role
4. 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