People, roles and teams

Roles

• Owner: the person who created the organisation. Manages everything, including billing.
• Admins: manage people, every card and every lead.
• Members: see and edit the cards assigned to them, and their own leads and files.

Adding people

In People, click New user, enter their username and email, and Fronko emails them a temporary password, which they replace when they first sign in. On plans with single sign-on, people can instead be created when they first sign in, or by directory sync.

On the Teams plan you pay per member; adding or removing someone updates your subscription. See billing.

Handing out cards

Create a card in Cards and assign it to someone. They can edit it, and the leads it collects while they hold it are theirs. Reassign it when someone leaves; the card’s link stays the same.

Teams

On plans with teams, group people in Teams. A team’s leads see their teammates’ cards and leads, and analytics can be compared team by team. Teams also get their own area in Files.

When someone leaves

Suspend them to stop them signing in straight away, or delete them. Their cards, files and leads stay with the organisation.

Handing over the organisation

The owner can make someone else the owner in Settings → Account, and becomes an admin.