Successful teams rely on clarity, collaboration, and organized management of roles and responsibilities. Puzzle’s People canvas simplifies team management by providing a central hub for inviting new team members, assigning clear roles, managing user permissions, and tracking contributions across your entire workspace.
Whether onboarding new colleagues or aligning existing teams, the People canvas ensures everyone has the right access to collaborate securely and efficiently. With clear accountability and simplified user management, your team can focus more on delivering results and less on managing logistics.
Benefits of Using the People Canvas
🤝 Enhanced Collaboration: Easily invite and onboard new users, empowering them to contribute effectively within your workspace.
📊 Contribution Tracking: Easily understand which roles each user is responsible for have clear accountability for processes within the Workflows canvas
🔐 Permission Management: Assign precise access levels to maintain security and control in your workflows.
Video Guide: Adding Roles and Teams
Step-by-Step Guide
1️⃣ Inviting Users
1️⃣ Inviting Users
➕ Add User: Navigate to the People canvas and click Add People in the upper-left corner.
📨 Send Invitation: Enter each team member’s email address (use the enter key to separate multiple emails) and send invitations.
📧 Invited users will receive an email from Puzzle prompting them to join your workspace.
2️⃣ Assigning and Managing Roles
2️⃣ Assigning and Managing Roles
Manage user roles, permissions, and statuses directly from each user’s sidebar within the People canvas.
🛠️ User Access Levels:
Editor (Can edit workflows)
Admin (Manage users and workflows)
Owner (Full workspace management)
📝 Update: Removal of Viewer (Read-Only) permission setting
The Viewer (Read-Only) role has been removed because it did not properly restrict user actions within a Workspace.
🔍 What This Means:
Users can no longer be assigned the Viewer role.
If you need to limit a user’s actions, consider carefully assigning the Editor role and using other available access controls.
🚀 Coming Soon: We plan to reintroduce the Viewer role in the future with improved restrictions for true read-only access.
🟢 Employment and Activity Status:
Define Employment Status: Full-time, Part-time, Contractor, or Vendor.
Set the user's Activity Status (Active/Inactive) to grant or restrict access accordingly.
👤 Role Assignment:
Assign roles such as Sales Rep, Project Manager, or others directly from the sidebar.
Team members may hold multiple roles depending on their involvement, ensuring clarity across projects or departments.
💡 Best Practices and Tips
👔 Role Management: Regularly review user roles and permissions to keep access up-to-date, especially if a team member's responsibilities shift.
👉🏻 Assign Permissions Based on Need: Ensure each team member’s access level reflects their role within the project to maintain data security and prevent accidental edits or changes.
🤝 Track Contributions for Feedback: Use the Teams Tab to track user activities, providing insights for regular performance feedback and enhancing team alignment.
Conclusion
Puzzle’s People canvas streamlines the way you manage your team, ensuring every member clearly understands their responsibilities, roles, and contributions. By simplifying invitations, clarifying roles, and managing permissions centrally, you create a secure and collaborative environment that empowers your team to thrive.
Take advantage of the People canvas today to keep your team organized, informed, and focused—transforming your workspace into a hub of effective teamwork and productivity!