In TeamOK, roles are used to extend what teammates can do within the platform based on their responsibilities. They determine access to company settings, employee data, and additional actions in communication workflows — such as creating official chats or managing the organizational structure.
The Admin Role
Admin is the only predefined system role in TeamOK. It is automatically assigned to the first user who creates a company account and has the highest level of access across the platform. The scope of permissions for this role cannot be edited.
You can later assign the Admin role to any other teammate as needed.
Defining Roles of Invited Teammates
By default, invited teammates have no default role assigned to them. They get a basic level of access, which includes:
Viewing colleagues and company structure
Creating private and public chats
Participating in calls
Using the dashboard with widgets for statuses, working hours, calls, and more
Editing personal profile data
Assigning a specific role to a teammate is not mandatory. You will want to do that only if unlocking additional capabilities for them is required.
Assigning and Managing Roles
Use the Manage Roles button to open a popup where you can:
Create a new role
Reorder role columns
Rename or delete existing roles
To assign a role to an employee:
Click Assign/Edit in the top of a role column
Check the boxes next to the employee's name and hit Apply
Teammates with the same set of permissions can still have different roles - this provides flexibility, especially when configuring access to personal data in employee profiles (Setup > Employees > Employee Profile Fields).
For example, both an HR and a Manager role may include the same permissions, but the Manager might only be able to view personal data of their direct reports, while the HR role can both view and edit personal information across the organization.