Invite your team and set roles
Add teammates, assign roles, and get everyone working in the same workspace.
Every teammate you add gets exactly the access their role needs, nothing more. This guide covers inviting people and choosing the right role.
1. Send an invite
From Workspace Settings → Members, click Invite and enter an email address. New teammates get a link by email and are working inside your workspace as soon as they accept, no setup on their end.
2. Choose a role
PYNGYN has three internal roles, each with a different scope:
- Director: full visibility across every engagement, financials, and workspace settings
- Manager: runs specific engagements, assigns work, and sees team-level reporting
- Individual contributor: sees and updates the tasks assigned to them
3. Adjust access later
Roles aren't permanent. Change anyone's role at any time from Members, and the change takes effect immediately, no re-invite required.
A note on client access
Clients are a separate access tier entirely, scoped to their own Client Space, not to internal roles. See "Sharing plans with clients and stakeholders" for how that works.