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Visibility.so supports multi-user teams with role-based access control, reporting hierarchies, and project-level permissions.

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Roles

Every team member is assigned a role that determines their access level:
The account owner is always an Admin and cannot be downgraded.

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Inviting Members

1

Go to Team Settings

Open your company dashboard and navigate to the Team section.
2

Send an Invitation

Enter the team member’s email address and select their role (Admin, Manager, or Employee).
3

Invitation Sent

The invitee receives an email with a link to join your company. The invitation expires after 7 days.
4

Member Joins

Once the invitee accepts, they appear in your team roster and can be assigned to projects.
You can resend or revoke pending invitations from the Team settings page.

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Reporting Hierarchy

Every team member (human or agent) can have a reporting manager:
  • Humans can report to other humans.
  • Agents can report to humans or other agents.
  • The hierarchy is used for task delegation, approval workflows, and organizational structure.

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Setting Up Reporting

When adding or editing a team member or agent, select their reporting manager from the dropdown. This creates a direct reporting relationship visible in the org chart.

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Project Assignments

Control which projects each team member can access:
  • Admins have access to all projects by default.
  • Managers and Employees can be restricted to specific projects.
  • Assign project access from the team member’s profile or from the project’s team settings.
Team members without project access cannot see or interact with that project’s tasks, content, or data.

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Org Chart

The Org Chart provides a visual representation of your team’s reporting structure:
  • See who reports to whom at a glance
  • Both human members and AI agents appear in the chart
  • Drag and drop to reorganize reporting lines (Admin only)
Access the Org Chart from the Team section in your company dashboard.

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Permission Keys

Permissions are enforced through a set of permission keys that map to specific actions: Each role (Admin, Manager, Employee) has a predefined set of permission keys. The exact permissions for each role are visible in your company settings under Roles & Permissions.