💼 Team Management

    What is it?

    This is an area where you can manage your team. It's probably not going to be an area that you visit every day, but you can house important files like contracts, W9s, invoices, and more.

    How do I use it?

    1. Create a position for each role on your team that you outsource

    2. Create contacts for each person who fills a role

    3. Connect them

    💼 Team Management

    Here's how to create a contact

    👥 Biz Contacts

    Usability Checklist

    Have you done all of this?

    1. Created your contacts

    2. Created your positions

    3. Connected them

    How do I print it?

    Print View

    How do I share it?

    For anyone that you want to have access to this information, whether personal or business, you'll share the "Executive" interface with them. Remember that this means they will have access to EVERYTHING in your Executive interface. If you want them to see only SOME documents, share a different interface with them.

    How to Share an Airtable Interface and Manage Access
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