Team & Employee Management
Inviting team members, role-based access, seat limits, and employee distribution
5 articles in this category
Team members are people in your organization who help manage the handbook — like HR staff, office managers, or business partners.
How to invite: 1. Go to Settings → Team. 2. Click "Invite Member." 3. Enter their email address. 4. Select their role: Admin or Viewer. 5. Click "Send Invite."
Roles at a glance:
- Owner — The account creator. Has full access including billing management. Cannot be removed from the workspace.
- Admin — Can view and edit the handbook, invite members, and view the compliance dashboard. Cannot manage billing.
- Viewer — Read-only access to the handbook and compliance dashboard. Cannot make any changes.
What happens next: The invited person receives an email with a link to create their Rulewize account (or join your workspace if they already have one). The invitation link expires after 7 days — if they don't accept in time, just send a new invite.
Team size: The number of team members you can invite depends on your plan. See "Team member seat limits by plan" for details.