The Employees tab goes first in the Company screen. It shows a full list of employees across the organization.
You can switch between two views:
Flat view – employees are listed in alphabetical order by first name.
Grouped view – employees are sorted under departments for easier navigation.
To update employee data, hover over a field to see the pencil icon. Click it to edit the department, job title, manager, teams, etc.
Editing employee data is only available with specific permissions granted by the admin at Setup > Administration > Roles & Permissions.
To access more details on an employee, hover over a name and click the three-dot menu to open their brief profile. From there, you can:
Start a chat or one-on-one call
Schedule a meeting
View key details like start date, team membership, manager, and more
Use Manage columns to choose which data to display in the table and change the order of columns.
