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Managing Team Members

Gridix allows you to add manager accounts to help manage your projects. Managers can have limited access based on workspace assignments and project permissions.

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Overview

Managers are team members who can:
  • View and manage assigned projects
  • Access leads from assigned projects
  • Add notes and update lead status
  • Limited access to settings
Managers cannot:
  • Create or delete projects
  • Manage subscriptions
  • Access all projects (unless specifically assigned)
  • Modify company settings

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Adding a Manager

1

Access Manager Accounts

Navigate to Settings → Manager Accounts section in the admin dashboard.
2

Click Add Manager

Click the “Add Manager” button to open the manager creation form.
3

Enter Manager Information

Fill in the required fields:
  • Email: Manager’s email address (used for login)
  • Name: Full name of the manager
  • Phone: Contact phone number (optional)
4

Assign Workspace

Select which workspace the manager should be assigned to:
  • All Workspaces: Full access to all projects
  • Specific Workspace: Access only to projects in selected workspace
5

Configure Project Access

Set which projects the manager can access:
  • All Projects: Access to all projects in assigned workspace
  • Selected Projects: Choose specific projects
  • Project Groups: Assign to project groups (if configured)
6

Send Invitation

Click “Send Invitation” to create the manager account and send an invitation email.
The manager will receive an email with instructions to set up their account and password.

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Managing Existing Managers

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Viewing Manager List

The Manager Accounts section displays all managers with:
  • Name and email
  • Assigned workspace
  • Project access count
  • Last activity
  • Account status

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Editing Manager Access

1

Select Manager

Click on a manager in the list to view their details.
2

Edit Permissions

Modify:
  • Workspace assignment
  • Project access list
  • Role permissions
3

Save Changes

Click “Save” to apply the updated permissions.

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Removing a Manager

Removing a manager will immediately revoke all access. They will lose:
  • Access to all projects
  • Ability to view leads
  • Access to the admin dashboard
To remove a manager:
1

Select Manager

Find the manager in the list and click on their name.
2

Click Remove

Click the “Remove Manager” button (usually at the bottom of the manager details).
3

Confirm Removal

Confirm the action in the confirmation dialog.

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Manager Roles and Permissions

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Manager Access Levels

Managers with full workspace access can:
  • View all projects in assigned workspace
  • Access all leads from those projects
  • Edit project details (limited)
  • Manage leads (add notes, update status)

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Permission Matrix

FeatureDeveloperManager (Full)Manager (Limited)
Create Projects✅❌❌
Edit Projects✅✅ (assigned)✅ (assigned)
Delete Projects✅❌❌
View All Leads✅✅ (workspace)✅ (assigned)
Manage Leads✅✅✅
Manage Settings✅❌❌
Manage Subscriptions✅❌❌
Add Managers✅❌❌

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Workspace Management

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What is a Workspace?

A workspace is a collection of projects. Managers can be assigned to specific workspaces to organize team access.

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Assigning Managers to Workspaces

1

Create or Select Workspace

Workspaces are typically created when you set up your account. You can assign managers to existing workspaces.
2

Assign Manager

When adding or editing a manager, select the workspace from the dropdown.
3

Verify Access

The manager will have access to all projects within the assigned workspace.

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Manager Account Status

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Active Managers

Active managers can:
  • Sign in to the admin dashboard
  • Access assigned projects and leads
  • Perform actions based on their permissions

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Blocked Managers

If a manager is blocked:
  • They cannot sign in
  • All access is revoked
  • They will see a “Blocked” message when attempting to login
Managers can be blocked by developers. This is useful for temporary access suspension without removing the account entirely.

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Best Practices

Limit access appropriately: Only grant access to projects and features that managers actually need for their work.
Regular reviews: Periodically review manager accounts and remove access for team members who no longer need it.
Clear communication: Inform managers about their access levels and what they can and cannot do.
Use workspaces: Organize projects into workspaces to make manager assignment easier and more logical.

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Troubleshooting

  • Verify workspace assignment is correct
  • Check project access permissions
  • Ensure manager account is active
  • Have manager refresh their browser
  • Check spam/junk folder
  • Verify email address is correct
  • Resend invitation from manager accounts
  • Contact support if issue persists
  • Ensure you’re logged in as a developer
  • Check if manager has active subscriptions (may need to be transferred)
  • Contact support if removal is blocked

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Next Steps