Team
See who's carrying what, add people, and change roles — all from one page.
The Team page is two things at once: a workload dashboard that shows who is carrying what, and the place you manage people — adding users, changing roles, removing someone. There is deliberately no team section in Settings; everything about people lives here, so you never have to hunt across two pages.
Who sees this page
Team is for team managers: the Director and anyone with your organisation’s admin marker (a tenant admin). For everyone else the Team item simply doesn’t appear in the sidebar — so if you can’t find it, that’s your role, not a bug.
Reading a workload card
Every teammate gets a card. Here’s what’s on it:
- The capacity bar — their active tasks against a capacity of 8 per person. The bar changes colour as they fill up, and the pill in the corner flips from On track to Overloaded once they’re carrying more than 8 active tasks.
- The mini-counts — a row of small numbers: active, in review, overdue, and posted. Overdue turns red the moment it’s above zero.
- Up next — the person’s next few scheduled items, each with its date. Click one to open the task itself, exactly as you would from the board. If they have nothing dated coming up, the card says “Clear queue.”
Above the cards, three totals sum up the whole studio: People, Live work (everything not yet posted), and Overdue.
Add a person
- Open the form. Click Add user at the top of the Team page.
- Fill in who they are. Enter their full name, plus an email or a phone number — at least one, so they can be reached.
- Set a temporary PIN. Choose a 4-digit PIN for them. It’s shown in plain digits so you can read it back to them.
- Pick their role. Choose from the roles below.
- Add and share. Click Add user, then tell them their PIN. They sign in with it once, and are asked to set their own PIN straight away. The temporary PIN is never shown again, so share it before you close the page.
The roles
Every workspace starts with five roles. Pick the one that matches what the person actually does day to day:
| Role | What they can do |
|---|---|
| Director | Everything: create, edit, and assign content, approve work, schedule, mark items posted, manage campaigns, events, assets, and brands — and manage the team from this page. |
| Account Lead | Almost everything the Director can do — creates, edits, assigns, schedules, and runs campaigns, events, assets, and brands — but cannot approve content or manage the team. |
| Designer | Creates and edits content, and sees only their own items — not the whole board. |
| Social Media Manager | Sees the whole board, follows the Approvals queue (read-only), marks approved content as posted with its Instagram link, and downloads brand assets. Cannot create, edit, approve, or schedule. |
| Event Manager | Events only — plans and runs events (deliverables, logistics, run-of-show) with no access to the rest of Studio. |
Note: your organisation’s admin marker sits above all of these. A tenant admin can do everything in Studio, including the content-type settings that no role — not even Director — carries. See Settings.
Change a role or remove someone
On every card except your own, a manager sees an extra row at the foot of the card:
- Change their role — pick a new role from the dropdown. It applies immediately; their sidebar and buttons update the next time they load Studio.
- Remove them — click the remove button, then confirm in the Remove …? dialog. They lose access to the workspace immediately and would need to be added again to come back, so the dialog gives you a Keep them way out.
Your own card never shows these controls — you can’t demote or remove yourself by accident.
Rebalancing the load
The point of the dashboard is to act on it. When someone shows Overloaded:
- Open one of their Up next items straight from their card.
- In the task drawer, change the Assignee to someone with room.
- Watch the bars — the cards update as work moves.
A quick weekly glance at this page catches pile-ups before they turn into overdue work.