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Team Management

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:
RoleAccess Level
AdminFull access to all settings, billing, agents, and projects
ManagerAccess to most features; can manage team members and projects
EmployeeLimited access; can work on assigned projects and tasks only
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:
CategoryExamples
CompanyEdit settings, manage billing, archive company
TeamInvite members, change roles, remove members
ProjectsCreate projects, edit configuration, delete projects
TasksCreate tasks, assign tasks, approve tasks
AgentsCreate agents, pause agents, view transcripts
SEORun checks, view reports, manage schedules
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.