Find an employee and understand their People record
Locate the right person, review their organisational details and distinguish their employee record from their Workroomly access.
Open lesson →About this path
Distinguish a People record from membership and permissions, then check access through the teammate’s own account. Apply the checks to the same teammate and agreed work in the final case.
What you’ll learn
Team coordinators and the colleagues responsible for the specified workflow
- Confirm usable, appropriately scoped access to the agreed work, or identify the exact membership, role assignment or scope issue for an administrator.
Lessons in this path
Understand roles and member access
Find who belongs to your workroom and understand what their roles allow them to do.
Open lesson →Check a teammate’s access
Help a teammate confirm that they can open the work they need without giving them unnecessary permissions.
Open lesson →Check a team member’s access before work starts
Check that a teammate can reach the work they need, and distinguish their employee record from their workroom membership and permissions.
Open lesson →The lesson ends. The better workflow stays.
Open Workroomly beside the lesson, build one connected motion, and leave the business running better than you found it.