Guides
Workspace & security
Focused ApproveThis guides for workspace & security.
Org Chart
Map who reports to whom on your team, so approvals can route to a person's manager automatically and everyone can see the reporting structure.
Read docRoles & Permissions
Every team role and what it can see and do in your workspace.
Read docTeam Management
Invite teammates by email and pick the role that fits — they choose a password when they accept, and stay listed as pending until they do.
Read docAccount Security
Harden your own sign-in: authenticator-app two-factor codes backed by recovery codes, a review of your active browser sessions, and linked Google, Microsoft, or Slack sign-in, all managed from your profile.
Read doc